Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

RITIKA SHARMA

Banker
Neemrana,RJ

Summary

Relationship Manager with 8.7 years of experience in private banking and financial services industry. Proactive in developing new business, providing exceptional level of customer service and relationship building. Strong history of client acquisition and recently participated in Team building & Business Development Training in SYDNEY Australia.

Managing portfolio of Japanese corporate, companies and HNI CLIENTS with growth of 120% in portfolio size.

Proficient in formulating strategies to enhance sales enhance revenue solving, and consistently drives bottom-line performance, efficiency, process and profit improvements.

Deft in business development tools to accomplish breakthrough sales objectives while managing business relationships, building credibility, portfolio management and establishing immediate rapport with the potential clients. Leveraged strengths in analytics, leadership, and creative problem solving to identify new opportunities, expand customer base, deepen existing relationships, and satisfy corporate objectives.

Overview

9
9
years of professional experience
6
6
Certifications
1
1
Language

Work History

Senior Client Relationship Manager

HDFC Bank
04.2014 - Current
  • Perform sales calls to facilitate branch business and participate in all sales meetings and events and ensure effective penetration of branch to increase revenue.
  • Exceeded annual revenue goals by 40% through improving client relationships and education.
  • Developed and implemented favorable pricing structures for clients to onboard them in organisation.
  • Trained new sales representatives on sales strategies and processes to reduce process gaps.
  • Analyze and mitigate all risks for various issues for branch operations and manage all resources and coordinate with staff to provide support to all branch operations
  • Provide training to junior staff and evaluate work of all management trainees
  • Develop strategies and maintain effective customer services programs and achieve all customer expectation.
  • Partnered with vendors and suppliers to effectively manage and budget.
  • Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
  • Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
  • Contributed to annual performance appraisals by working with supervisors to achieve consistency and compliance with established procedures.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving to manage NRI clients.
  • Stayed calm, collected and logical during stressful moments to identify and implement optimal solutions.

Education

Post Graduate Diploma - Banking Management

B.Com - undefined

Biyani College Jaipur University of Rajasthan

12th - undefined

Cambridge School, C.B.S.E

10th - undefined

Holy Child Public School, C.B.S.E

Skills

Team leadership and collaboration

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Certification

Certification in Applied Business Analyst from ISB Hyderabad

Accomplishments

Certified Applied Business Analyst from ISB Hyderabad.

Won MDRT contest and recently attended Training in SYDNEY Australia.


Timeline

Senior Client Relationship Manager

HDFC Bank
04.2014 - Current

Post Graduate Diploma - Banking Management

B.Com - undefined

Biyani College Jaipur University of Rajasthan

12th - undefined

Cambridge School, C.B.S.E

10th - undefined

Holy Child Public School, C.B.S.E
RITIKA SHARMABanker