Riya Bose
Imperia Relationship Manager
Kolkata
Summary
Successful marketing leader with proven accomplishments in driving growth and increasing profits. Articulate and driven leader with high energy and engaging personality. Hardworking team builder motivational in maximizing personnel performance and surpassing business objectives.
Overview
13
13
years of professional experience
Work History
Imperia Relationship Manager
HDFC Bank
09.2023 - Current
- Taking Care of a portfolio of Rs 150 Cr of HNI and HHNI Clients.
- Maintaining relationships with each and every client, and taking care of their banking needs.
- Operations, Customer Instructions, Branch banking, and service delivery.
- Acquiring new customers through existing customer referrals and Probe, and building and strengthening the portfolio.
- Enhancing customers wallet size.
- 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.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Marketing Officer
Allahabad Bank/ Indian Bank
07.2011 - 09.2023
- Increased brand awareness by implementing targeted marketing campaigns and strategies.
- Built strong relationships with industry influencers, securing positive coverage in relevant publications.Working as Marketing Officer in Indian Bank (erstwhile Allahabad Bank) at Kolkata, India.
- Generating prospective leads particularly HNI Customers for sourcing of Bank's various products.
- Mobilization of Bank's various products such as Savings and Current Account, Other deposit products, Public Provident Fund Account, Government Business, National Pension System Accounts, De-mat Account for online trading.
- Mobilization of various e-products such as Debit-cum ATM Card, Credit Card, Internet Banking and Mobile Banking, Mobile Application.
- Generating potent leads for mobilization of various loan products such as Housing Loan, Car Loan, Gold loan etc.
- Mobilization of Bank's third-party association products such as Life Insurance products (LICI, SBI Life & ABSLI), General Insurance Products (USGICL, MS Cholamandalam, United India Insurance), Mutual Funds (FISDOM), Health Insurance and various other insurance products
- Organizing various customer meets to understand changing customer needs and hence devising strategies to achieve Customer satisfaction.
- Boosted brand awareness and generating leads while managing internal and external marketing campaigns and programs.
- Assisting in development of event strategies and tactical plans to promote accomplishment of capitalizing on industry and marketplace trends to strategize marketing solutions and enhance business operations.
- Devised a number marketing campaigns, which resulted in approximately 20 % increase in revenue every year.
Education
MBA - Marketing And HR
Jaipuria Institute Of Management
Lucknow 04.2001 -
Bachelor of Arts - Economics, Psychology And English
St Josephs' College For Women
Gorakhpur, India 04.2001 -
High Secondary
Greenfields Public School
Delhi, India04.2006
High School Diploma
Sri Aurobindo Institute of Education
Kolkata 04.2001 -
Skills
Relationship Building
Customer Relationships
Relationship Management
Customer Service
Accomplishments
- Received Award for mobilizing maximum Life insurance Business by HDFC Life Insurance
- Received “Best Marketing Officer” Award for mobilizing maximum Life insurance Business by SBI Life Insurance Co. Ltd
- Received “Best Marketing Officer” Award for mobilizing maximum Life insurance Business by Aditya Birla Sun Life Insurance
- Received “Appreciation Memento” for mobilization of General Insurance Business by Universal Sompo General Insurance Co. Ltd
- Received multiple certificates of appreciation and mementos for participation in various cultural events such as Dancing, Singing and Writing Competition
- Participated in Mrs. India – Pride of Nation Pageant and was among the Top 25 finalists pan India
- Became Ms. Fresher and Ms. St. Joseph’s College for Women in the span 2006-2009
- Became Ms.Fresher in Jaipuria Institute of Management, Lucknow in 2009
Timeline
Imperia Relationship Manager
HDFC Bank
09.2023 - Current
Marketing Officer
Allahabad Bank/ Indian Bank
07.2011 - 09.2023
MBA - Marketing And HR
Jaipuria Institute Of Management
04.2001 -
Bachelor of Arts - Economics, Psychology And English
St Josephs' College For Women
04.2001 -
High School Diploma
Sri Aurobindo Institute of Education
04.2001 -
High Secondary
Greenfields Public School
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