Puspita Barman
Relationship Manager
Koch Bihar,WB
Summary
Seeking a challenging role in a respected organization to apply and enhance skills, knowledge, and learning. Possessing strong attention to detail and excellent communication abilities, well-prepared to contribute to team and project success. Adaptable and flexible, excelling in diverse work environments and embracing new challenges.
Overview
2
2
years of professional experience
4
4
Languages
Work History
Senior Relationship Manager
Bajaj Allianz Life Insurance Company Limited
09.2024 - Current
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
Virtual Relationship Manager
HDFC Bank
05.2023 - 08.2024
- Developing and sustaining long-lasting relationships with customers
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Maintaining an accurate record of all sales, scheduled customer appointments, and customer complaints
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
Master of Arts - Modern History
University of Calcutta
Kolkata 04.2001 -
Bachelor of Arts - History Hons
Victoria Institution
Kolkata 04.2001 -
Higher Secondary Education -
St. Peter's Higher Secondary School
Shillong, India 04.2001 -
Secondary Education -
Mahendraganj Higher Secondary School
Meghalaya 04.2001 -
Skills
- Microsoft Office
- Excel
- Portfolio Management
- Client Engagement
- Client Support
- Customer Relationship Optimization
Hobbies
- Painting
- Advance Level Glass Painting
- Dancing
Timeline
Senior Relationship Manager
Bajaj Allianz Life Insurance Company Limited
09.2024 - Current
Virtual Relationship Manager
HDFC Bank
05.2023 - 08.2024
Master of Arts - Modern History
University of Calcutta
04.2001 -
Bachelor of Arts - History Hons
Victoria Institution
04.2001 -
Higher Secondary Education -
St. Peter's Higher Secondary School
04.2001 -
Secondary Education -
Mahendraganj Higher Secondary School
04.2001 -
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