ROHIT KUMAR
Banker
Gurgaon,HR
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 5 years' experience in banking and insurance.
Overview
4
4
years of professional experience
2
2
Languages
Work History
NRI Relationship Manager
JANA SMALL FINANCE BANK
Gurgaon
11.2024 - Current
- Handling NRI banking products like NRE and NRO accounts, as well as 360 banking, such as HL, AL, and PL.
- Provide financial solutions to NRI customers while maintaining a high service standard.
- Acquire new customers by converting referral leads generated through existing NRI clients, expats from shipping companies, and overseas branches.
- Record and track all engagement activities through the CRM system.
- Managed and expanded a portfolio of high-net-worth Non-Resident Indian (NRI) clients by delivering tailored banking solutions.
- Driving cross-selling of financial products, and ensuring exceptional client servicing, resulted in a 30% increase in client acquisition and a 25% growth in the NRI deposit base within 5 months.
- 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.
- Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
NRI Relationship Manager
RBL BANK
Gurgaon
06.2023 - 11.2024
- To utilize portfolio management to lower attrition, maximize revenue, and achieve sales targets.
- Handling NRI banking products like NRE and NRO accounts, FCNR, FCNR forward, and City Gift.
- To build the business, deepen relationships, and manage key and potential customers.
- Provide financial solutions to NRI customers while maintaining a high service standard.
- Maintain and deepen a relationship with existing customers through mailers, phone calls, and shared insights on fluctuations in interest rates, exchange rates, and offering various products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Implemented CRM best practices, improving data accuracy and usability for client management.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
Relationship Manager
Renewbuy.com
Gurgaon
12.2021 - 06.2023
- Creating an inspiring team environment with an open communication culture.
- Liaise between the company and the partners to ensure that the partner is productive.
- Deliver on business goals as set by the company through the partners.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Enhanced client communication through adoption of new digital tools, improving accessibility and response times.
- Improved client engagement strategies, leading to marked increase in client referrals and network expansion.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
Education
B.SC - PCM
DR. BHIM RAO AMBEDKAR UNIVERSITY AGRA
Mathura, India01.2017
12th UP Board - PCM
K.I.C. GURSARAI JHANSI
Jhansi, India01.2016
10th UP Board -
SARSWATI SIKSHA NIKETAN HIGH SCHOOL
Jhansi, India01.2014
Skills
MS Office, Diploma in CCC
Timeline
NRI Relationship Manager
JANA SMALL FINANCE BANK
11.2024 - Current
NRI Relationship Manager
RBL BANK
06.2023 - 11.2024
Relationship Manager
Renewbuy.com
12.2021 - 06.2023
B.SC - PCM
DR. BHIM RAO AMBEDKAR UNIVERSITY AGRA
12th UP Board - PCM
K.I.C. GURSARAI JHANSI
10th UP Board -
SARSWATI SIKSHA NIKETAN HIGH SCHOOL