Ritu Vyas
Indore
Summary
Dynamic Relationship Manager with extensive experience at Kotak Mahindra Bank, excelling in client relationship management and market trend analysis. Proven track record in enhancing customer satisfaction through tailored banking solutions and effective communication. Skilled in CRM systems implementation, driving process optimization, and fostering long-term client loyalty.
Overview
7
7
years of professional experience
Work History
Relationship Manager
Kotak Mahindra Bank Ltd
Indore
08.2024 - Current
- Developed strong client relationships to enhance customer satisfaction and loyalty.
- Managed client portfolios by assessing needs and recommending suitable banking products.
- Coordinated with cross-functional teams to deliver seamless customer service solutions.
- Conducted regular account reviews to identify opportunities for additional services.
- Trained junior staff on effective relationship management and customer engagement techniques.
- Resolved client inquiries promptly, ensuring a positive banking experience for all customers.
- Analyzed market trends to provide clients with informed financial advice and insights.
- Organized client events to strengthen relationships and promote new banking offerings.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategies to attract new customers while retaining existing ones.
- Maintained accurate records of all client interactions within the company's CRM system.
- Implemented CRM systems for tracking client interactions and improving service delivery.
Customer Experience Executive
HDFC Bank Ltd
Indore
01.2022 - 07.2024
- Addressed customer inquiries to enhance overall service experience.
- Collaborated with teams to develop customer feedback mechanisms.
- Prepared presentations on new strategies or initiatives related to improving the customer experience.
- Generated creative ideas for enhancing the overall user journey across digital platforms.
- Assisted in developing policies that govern interactions between customers and staff.
- Assisted in implementing process improvements for service efficiency.
- Trained new staff on customer interaction protocols and systems.
- Managed customer complaints to ensure timely resolution and satisfaction.
- Conducted surveys to gather insights on client preferences and needs.
- Facilitated communication between departments to streamline service delivery.
- Analyzed data to identify trends in customer behavior and preferences.
- Responded to customer concerns and implemented changes to accounts to resolve issues.
Assistant Manager
Kotak Mahindra Bank Ltd
Indore
12.2019 - 12.2021
- Assisted in developing and implementing customer service strategies.
- Coordinated team training sessions to enhance product knowledge and skills.
- Managed daily branch operations, ensuring compliance with banking regulations.
- Oversaw customer account management and resolved service-related issues.
- Prepared reports on branch performance for senior management review.
- Supported marketing efforts by promoting bank products to potential clients.
- Maintained up-to-date knowledge of company products and services.
- Ensured compliance with safety regulations and company policies.
- Reviewed completed work to verify consistency, quality, and conformance.
Trainee
Reliance Mutual Fund
Indore
06.2018 - 07.2018
- Assisted in managing mutual fund operations and client inquiries.
- Supported team in preparing investment reports and presentations.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Organized client meetings to provide project updates.
Education
MBA - Financial Administration
Prestige Institute of Management And Research
Indore06.2019
B.Sc -
Dr. H.S. GAUR
Bina06.2016
Higher Secondary Education -
M.P. Board
Bina03.2012
High School Education -
M.P. Board
Bina03.2010
Skills
- Client relationship management
- Banking products knowledge
- CRM systems implementation
- Market trend analysis
- Financial advising
- Customer experience improvement
- Customer feedback systems
- Process optimization
- Effective communication
- Active listening
- CRM tracking
- Account set up
- Relationship review process
- Product expertise
Hobbies and Interests
Travelling
Languages
- English, Full Professional Proficiency
- Hindi, Full Professional Proficiency
Personal Information
Date of Birth: 08/15/94
Accomplishments
- In HDFC Bank Best Performer Award For FY 2022 For Extra Ordinary Customer Services.
- Service Exellence award and Bangalore Trip in HDFC Bank.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Relationship Manager
Kotak Mahindra Bank Ltd
08.2024 - Current
Customer Experience Executive
HDFC Bank Ltd
01.2022 - 07.2024
Assistant Manager
Kotak Mahindra Bank Ltd
12.2019 - 12.2021
Trainee
Reliance Mutual Fund
06.2018 - 07.2018
MBA - Financial Administration
Prestige Institute of Management And Research
B.Sc -
Dr. H.S. GAUR
Higher Secondary Education -
M.P. Board
High School Education -
M.P. Board
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