Reetika Bhakuni
Noida
Summary
Client-Centric Relationship Manager with 5+ years in banking across HNI wealth portfolios and marketing-led sales. Skilled in portfolio management and strategic selling, I have successfully managed a diverse client base, driving significant revenue growth and enhancing client satisfaction through tailored financial solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Non Resident Indian (NRI) Wealth Manager
Axis Bank
Noida
10.2024 - Current
- Manage a portfolio of 1,250+ NRI clients, with a total book size exceeding ₹33 Cr.
- Ensure high service quality and client satisfaction by acting as a single point of contact for all wealth-related needs.
- Provide comprehensive wealth management services to high-net-worth individuals, including asset allocation, retirement planning, and tax management.
Senior Business Relationship Manager
KOTAK MAHINDRA BANK LTD
Noida
12.2022 - 10.2025
- Nurture and manage end-to-end customer relationships by fulfilling all their banking needs through wealth solutions.
- Acquire customers through the natural market, open market activities, references from internal sources via existing branches, and digital networks.
- Servicing high-net-worth individuals by cross-selling banking products, such as retail assets, business assets, current account acquisition, trade and forex, and third-party products.
Personal Banker
HDFC BANK LTD
08.2020 - 10.2022
- Manage a portfolio of 21 crores with over 250 group customers, and provide personalized services to each client, leading to a 25% improvement over expected lead conversion rates.
- Generated a 50% increase in the new customer base, and enhanced portfolio income by 225%.
- Ensure high levels of customer excellence at all times by being a point of escalation for all customer service issues.
Summer Internship
OYO Rooms
02.2019 - 05.2019
- I designed the sales pitch and sales brochure for the customer and the ground sales team.
- Directly responsible for managing the vendor, hotel staff, and R&M relationship.
- Monitored and reported the progress of the project, and took the necessary action to meet the deadlines.
Business Development Manager
HDFC Life
06.2017 - 06.2018
- Provided an invaluable contribution to the escalation of revenue growth by actively developing marketing plans, managing prospects, closing business deals, and acquiring new clients.
- Built a high-performing distribution network of financial consultants and enabled them to sell life insurance policies to meet business targets and quality of business.
- Arranged sufficient training for the licensing of the Sales Team of Channel Partners, and guided them.
Sales Executive
Shrey Fund Management Co.Ltd
06.2015 - 06.2017
- Planned, implemented and managed company's overall sales strategy.
- Processed and managed databases.
- Prepared, scheduled and organized meetings and appointments.
- Maintained relationships with Clients and provided them services.
Education
PGPM - Marketing
ICFAI Business School
Gurgaon01.2020
B.A HONS. -
Kirori Mal College
01.2015
XII -
Sachdeva Public School
01.2012
X -
Sachdeva Public School
01.2010
Skills
- Wealth management
- Business development
- Banking products and services
- Portfolio management
Certification
- MS Excel - Advance, 2020
- IRDA Certified
- NISM-Series-V-A Certified
Honors And Awards
- Axis Anchors - Supernova Award (2023) for outstanding performance pan-India
- Axis Platinum General Insurance Award (2024) for being one of the top three performers pan-India in the general insurance and health insurance categories
- Star Bonanza 2021, HDFC Bank, successfully generated the maximum number of business sales in the last fiscal year 2020-2021
- Noida ke Shoorveer (valiant hero) 2021, for excellent contribution in business
- SIP Excellence Awards 2019, ICFAI Business School, received an A grade in the summer internship at OYO Rooms
Timeline
Non Resident Indian (NRI) Wealth Manager
Axis Bank
10.2024 - Current
Senior Business Relationship Manager
KOTAK MAHINDRA BANK LTD
12.2022 - 10.2025
Personal Banker
HDFC BANK LTD
08.2020 - 10.2022
Summer Internship
OYO Rooms
02.2019 - 05.2019
Business Development Manager
HDFC Life
06.2017 - 06.2018
Sales Executive
Shrey Fund Management Co.Ltd
06.2015 - 06.2017
PGPM - Marketing
ICFAI Business School
B.A HONS. -
Kirori Mal College
XII -
Sachdeva Public School
X -
Sachdeva Public School
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