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
Relationship building
Customer relationships
Customer service
Banking
Client acquisition
Customer portfolio management
Product knowledge
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