ROHIT RAI
Banking Professional
Varanasi,UP
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 9 years of assisting clients with financial planning processes and assessing financial data. Skilled in Banking , Relationship Building , Portfolio Management and Business Relationship Management .
Overview
11
11
years of professional experience
5
5
years of post-secondary education
Work History
Preferred Relationship Manager
HDFC Bank
Varanasi, Uttar Pradesh
07.2018 - Current
- Identify existing branch customer who meet imperia/preferred criteria flag them on system to upgrade these customers to respective programme .
- Acquire new customer who meet product criteria and flag them on system.
- Ensuring portfolio quality by regularly engaging with each mapped customer and maintain desired relationship values
- Increasing liability size of relationship .
- Cross sell of asset products , investment products and other income product to customer.
- Ensure quality customer service is delivered and KYC norms are adhered at point of time .
Priority Relationship Manager
Axis Bank Ltd
09.2012 - 07.2018
- Managing the banking and investment relationship of client and responsible for overall growth of Liabilities & Investment business for Priority segment.
- Develop , manage and expand customer relationship by providing service level which exceeds client expectations of most important segment.
- Increase in CASA balance in allocated portfolio either through Deepening or Acquisition , adding NTB business to bank by identifying potential relationship and sale of liability product .
- Capture and maximize business opportunity through detailed client profiling as per organizational process.
Territory Sales Executive
MTS Telecom
Varanasi
06.2011 - 05.2012
- Pushing business through team of DSAs and franchisees for business in accordance with company policies and framework
- Handling team of 5 Customer Service Executives for better customer sales and service
- Provided thought leadership management in defining, implementing, ensuring, measuring & continuous improvement of Sales and Service process along with quality standards, practices and measurements
- Imparting training to Customer Service Executives new employees pertaining to Sales Pitch & Service Issues
- Working closely with team to meet monthly target of Prepaid , Data & VAS.
Education
MBA - Finance
04.2017 - 03.2019
Bachelor of Commerce - Commerce
07.2007 - 06.2010
JAIIB -
NISM-Series-V-A -
01.2018 - 02.2018
Skills
Sales and Marketingundefined
Timeline
Preferred Relationship Manager - HDFC Bank
07.2018 - Current
Mutual Fund Distributors Certification Examination - NISM-Series-V-A,
01.2018 - 02.2018
Integral University - MBA, Finance
04.2017 - 03.2019
Priority Relationship Manager - Axis Bank Ltd
09.2012 - 07.2018
Territory Sales Executive - MTS Telecom
06.2011 - 05.2012
Mahatma Gandhi Kashi Vidyapeeth - Bachelor of Commerce, Commerce
07.2007 - 06.2010
Junior Associate of The Indian Institute of Banker - JAIIB,
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