ROHIT KUMAR SINGH
Kalyan West
Summary
Dynamic Affluent Relationship Manager with a proven track record at Kotak Mahindra Bank, excelling in customer acquisition and portfolio growth. Leveraging strong communication and analytical skills, I consistently enhance client relationships and drive sales strategies, achieving significant increases in asset value and customer satisfaction. Proficient in CRM and KYC compliance. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios. Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Affluent Relationship Manager
Kotak Mahindra Bank ltd
Mumbai
05.2025 - Current
- Managing Affluent Portfolio and increasing existing liability and asset relationship value.
- Acquisition of new to bank Soltaire saving, current account and Term deposit.
- Cross selling sticky product such as CMS, Demat etc.
- Portfolio coverage and updating on CRM.
- Acquisition of consumer asset such as, SME, Working capital, and trade forex.
- Cross sell of Third party product such as Mutual fund, Life and general Insurance, PMS and AIF.
Privy Platinum Relationship Manager
Kotak Mahindra Bank Ltd
Mumbai
04.2023 - 04.2025
- Managing Portfolio and increasing existing liability relationship value.
- Acquisition of new to bank saving, current account and Term deposit.
- Cross selling sticky product such as CMS, Demat etc.
- Portfolio coverage and updating on CRM.
- Acquisition of consumer asset such as, SME, Working capital, retail loan’s and trade forex.
- Cross sell of Third party product such as Mutual fund, Life and general Insurance.
Branch Relationship Partner (SO-CA)
Yes Bank Limited
Thane
12.2019 - 04.2023
- Acquisition of NTB (New to Bank), Current account and Saving account.
- Cross sell of term deposit, demat and trading account.
- Giving sticky products such as trade forex, working capital and CMS product.
- Cross selling of wealth management products such as Life insurance and mutual fund.
- Servicing the client and activating them on Yes MSME, Net, mobile Corporate net banking.
- Promoting new sales strategies with our customers.
- Managing portfolio and increasing wallet share.
Branch Relationship Manager
Equitas Small Finance Bank Ltd
Thane
02.2019 - 10.2019
- Increasing the wallet share of the portfolio by deepening.
- Pitching wealth management products such as Mutual fund, Insurance and PMS.
- Cross-selling of Edge account, Equinox debit card and lockers.
- Acknowledged customer issues and resolved their problems quickly and efficiently.
- Assisted clients in understanding their available options and helped them select the right service plans for their needs.
- Collaborated with colleagues to discuss market information and strategies.
- Effectively communicated with other employees and upper management to ensure complete care of customers.
- Followed up with customers ensuring their satisfaction with their purchases.
- Fulfilled administrative duties, including: completing and filing paperwork, directing a multi-line phone and setting appointments.
- Informed customers about current promotions and sales, encouraging them to take advantage.
Working Partner
Shruti Resort
Baga
09.2017 - 02.2019
- Was managing the restaurant day to day operation.
- Making roaster for the staff.
- Complaint handling.
- Requisition of raw food items and coordinating with other partners for stock.
- Overlooking of food and beverage service.
- Staff training.
Personal Banker - Deputy Manager
HDFC Bank Ltd
Thane
06.2014 - 09.2017
- Ensure quality new acquisition on SA and CA for resident & non-resident from walk in, portfolio and referrals.
- Deepen by cross selling sticky products like DEMAT, Bill pays etc.
- Sales of third-party products to customers such as MF, LI and GI.
- Sales of various asset products.
- Selling Remittance, Foreign exchange card to my portfolio client.
- Manage the benchmark of customers in the portfolio and ensure that individual customers are grouped, also customer to group (CTG).
- Ensuring that optimal level of Income generating product group holding is reached.
- Ensure that customer group profitability is achieved.
- Manage NAV in the CASA. Sourcing of CASA.
- Online updating of every contact in CRM next at every stage of customer contact on portfolio.
- Got appreciation for customer service from branch head & Cluster head.
- Successfully helped the Branch Operation Manager for audit.
- Completed annual portfolio target.
- Error free documentation for all account opening and all customer instruction (stop payment, FD, CASA & RD closure etc).
- Pre-verification of all documents for account opening by following laid down process.
- Adhering strictly to KYC AML for existing and new account opening.
- Tracking suspicious transactions of clients, if any than necessary action has been taken, such as reporting to FIU or initiating blocking of accounts.
- Resolving all complaints received within the stipulated TAT.
- Making Balance confirmation, solvency and Bank guarantee as per customer request.
- Cross selling of wealth management products such as Insurance, Mutual funds.
- Processing of all customer instruction and following up with CPU for any rejection if any.
Key Account Manager -Assistant Manager
KOTAK SECURITIES
Mumbai
11.2012 - 06.2014
- Acquiring customers for online, Bank, Demat and trading accounts.
- Selling equity, derivatives, currency derivatives and commodities accounts.
- Servicing the client and getting referencing.
- Revenue generation through brokerage.
- Co-coordinating with Branch staff for any lead and closing those leads.
- Updating MIS and making DSR.
- Got accelerated award for the month of June and January FY 13-14 for achieving a KRA score over 100%.
- Evaluated the customers' needs and provided service options to meet their requirements.
Steward
Mehfil Hotel & Restaurant
Southall Green
04.2009 - 05.2012
- Completed all side work after completion of dining service.
- Completed an entire food service and training course when hired as a restaurant server.
- Delivered outstanding customer service by serving food and drinks to guests.
- Assisted hosts and hostesses with seating of guests during rush times.
- Calculated check amounts and split checks when parties requested separate checks.
- Effectively maintained a clean working environment during shift.
- Ensured all meals served to patrons met quality standards.
- Demonstrated responsible alcohol serving practices by checking guest identification and ensuring that guests were not over served.
Front Desk Agent
Hotel Sahara Star
Mumbai
12.2006 - 01.2009
- Answered caller or visitor inquiries on a huge variety of topics.
- Dealt with unhappy or belligerent customers with a calm voice and manner.
- Found creative solutions to resolving diverse customer problems.
- Instituted check-in book that allows companies to gather email addresses for future marketing efforts.
- Juggled multiple tasks at the same time and completed them quickly.
- Learned titles and job duties of all staff members so calls could be directed accurately, cutting down on customer frustration at multiple transfers.
- Maintained well-groomed appearance as a company representative to reflect professional demeanour.
- Worked with POS systems for customer transactions as needed.
- Reworked customer-greeting process to cut down on lag from entrance to service.
Guest Service Associate
Goa Marriott Resort & Spa
Panaji
06.2004 - 07.2006
- Taking shift and cash handover and taking check in & out, updating all Registration cards on the guest profile on Fidelio 6.20.
- Championed promotional items to achieve sales goals.
- Up selling of rooms to achieve the Hotel Revenue Goal.
- Helped night manager for audit reports, making daily manager reports etc.
- Worked at your service (Switchboard Operator) taking all external and internal calls with company standard policy.
- Up selling of rooms to achieve the Hotel Revenue Goa.
- Cleaned shelves, tables, and counters.
- Accurately completed cash register transactions.
Education
MBA - Marketing Management
Greenwich School of Management,University of Wales
London, UK12.2011
PG Diploma -
Ealing, Hammersmith & West London College
Ealing, UK09.2010
Diploma in Hospitality Management -
Indo-American Academy,AH&LA
Vizag, Andhra Pradesh, India05.2004
12TH -
M P R JR College,Andhra Board
Vizag, India01.2001
10TH Matric -
K V NO 1, Nausenabaugh,CBSE
Vizag, India01.1999
Skills
- Organizational planning
- Communication skills
- Interpersonal skills
- Team collaboration
- Adaptability
- MS Office suite
- Excel proficiency
- Service excellence
- Sales strategies
- Negotiation techniques
- Personal development
- Know Your Customer (KYC)
- Anti-Money Laundering (AML)
- Customer due diligence (CDD)
- Enhanced due diligence (EDD)
- Politically exposed persons (PEP)
- Customer relationship management (CRM)
- Analytical thinking
- Customer focus
- Self-motivation
Certification
- IRDA (Insurance Regulatory Authority of India) Certification
- NISMS Series V A distributor (National Institute of Securities Market) Certification
- Internal Banking Certification such as KYC & AML
Date of Birth
Date of Birth: 11/08/1983
Bilingual
Hindi
First Language
English
Advanced (C1)
C1
References
References available upon request.
Timeline
Affluent Relationship Manager
Kotak Mahindra Bank ltd
05.2025 - Current
Privy Platinum Relationship Manager
Kotak Mahindra Bank Ltd
04.2023 - 04.2025
Branch Relationship Partner (SO-CA)
Yes Bank Limited
12.2019 - 04.2023
Branch Relationship Manager
Equitas Small Finance Bank Ltd
02.2019 - 10.2019
Working Partner
Shruti Resort
09.2017 - 02.2019
Personal Banker - Deputy Manager
HDFC Bank Ltd
06.2014 - 09.2017
Key Account Manager -Assistant Manager
KOTAK SECURITIES
11.2012 - 06.2014
Steward
Mehfil Hotel & Restaurant
04.2009 - 05.2012
Front Desk Agent
Hotel Sahara Star
12.2006 - 01.2009
Guest Service Associate
Goa Marriott Resort & Spa
06.2004 - 07.2006
MBA - Marketing Management
Greenwich School of Management,University of Wales
PG Diploma -
Ealing, Hammersmith & West London College
Diploma in Hospitality Management -
Indo-American Academy,AH&LA
12TH -
M P R JR College,Andhra Board
10TH Matric -
K V NO 1, Nausenabaugh,CBSE
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