Rupali Chaturvedi
GHAZIABAD
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Relationship Manager, Royale
Au Small Finance Bank Ltd
5 2023 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved goals for sale of bank products and services, and exceeded performance metrics for customer service.
- Reviewed historical records, current operational data, and forecasting information to identify and capitalize on system enhancement opportunities.
- Complied with established internal controls and policies.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Relationship Manager
Yes Premia
09.2021 - 05.2023
- Generated new business and referral clients in partnership with financial advisors and branch team
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services
- Assisted customers with opening accounts and signing up for new services
- Maintained knowledge on banking products and distribution to provide optimal service support
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
- Complied with established internal controls and policies
- Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects
- Developed strategic plans for day-to-day financial operations.
Key Accountant Manager
INDUSIND BANK
04.2020 - Current
- As KAM topped PAN India ranking for October 2020 and standing at top for average YTD ranking for current financial year
- Based on Balance Score Crad(BSC) managed to make place in top 3 spots for past 3 consecutive years
- Looking after client serving at branch
- Checking KYC documents on new clients account opening forms
- Onboarding of new acquired clients through welcome call
- Activation of clients on net banking channels
- Business lead generation and passing to relevant sales channel
- Managing overall client satisfaction score card for branch
- Ensure effective closure of management self-identified issues
- Sourcing CASA and FD along with Cross Sell
- Establish & use service level and response time objectives while planning and managing service-level quality using real-time management skills
- Managing turn-around time for responses on all queries and complaints receives from Banking Ombudsmen
- Actively listened to customers' requests, confirming full understanding before addressing concerns
- Maintained excellent attendance record, consistently arriving to work on time
- Offered friendly and efficient service to all customers, handled challenging situations with ease.
Service Delivery Manager
INDUSIND BANK LTD
07.2017 - 03.2020
- Looking after the client serving at the branch
- Checking KYC documents on new clients account opening forms
- Onboarding of new acquired clients through welcome call
- Activation of clients on net banking channels
- Business lead generation and passing to relevant sales channel
- Managing overall client satisfaction score card for the branch
- Conduct investigations & advanced due diligence on suspicious transaction alerts received from the AML system
- Ensure the effective closure of management self-identified issues and audit findings
- Maintain Indusind internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Handling all day-to-day operations of the branch and ensuring smooth functioning of banking transactions
- Manage customer centric banking operations & ensuring customer satisfaction by achieving delivery & service quality norms
- Establish & use service level and response time objectives while planning and managing the service-level quality using the real-time management skills
- Building & Maintaining healthy relations with clients, ensuring maximum customer satisfaction for referral business and program
- Accountable for the enhancing business operations of the Branch and inputter of financial and non-financial impacts on the same, thereby achieving the same
- Managing turn-around time for responses on all the queries and complaints receives from Banking Ombudsmen
- Conduct a Customer Service Committee at the branch level to know the branch service feedback from the customers.
Summer Intern
Future Retail Limited, Big Bazaar Gen NXT Noida
05.2017 - 06.2018
- By solving customer problems
- Maintained records of daily transactions on their operating systems inventory.
Education
MBA - Marketing And IT Operations
JAIPURIA INSTITUTE OF MANAGEMENT - NOIDA
06.2016 - 05.2017
Bachelor of Commerce - COMMERCE
KARAMKSHETRA PG COLLEGE,KANPUR UNIVERSITY - KANPUR
05.2013 - 05.2015
Intermediate(12th) - COMMERCE
St Mary Inter College - Etawah
05.2011 - 05.2012
High School (10th) - PCM
St Mary College - Etawah
05.2009 - 05.2010
Skills
To serve the organization by making optimum utilization of my skills & knowledge and become a professional of excellent repute by effectively contributing towards the goal of Organization Good knowledge of MS Office ,MS Word, MS PowerPoint and MS Excel) Performance Optimization Adaptable professional Customer Relationship Management Analytical thinking Industry analysis experience Relationship building
Certification
01/01/2018, IRDA CERTIFIED
Accomplishments
- Vice President of IT & Operations (ITOPs) club of Jaipuria Institute of Management,Noida.
- Actively coordinated Management Fest GRAVITY 2016 of Jaipuria Institute of Management ,Noida.
- Organized Dubsmash and IT Conclave in UDAAN 2016 (Jaipuria Annual Fest)
Languages
Hindi
English
Timeline
Relationship Manager
Yes Premia
09.2021 - 05.2023
Key Accountant Manager
INDUSIND BANK
04.2020 - Current
Service Delivery Manager
INDUSIND BANK LTD
07.2017 - 03.2020
Summer Intern
Future Retail Limited, Big Bazaar Gen NXT Noida
05.2017 - 06.2018
MBA - Marketing And IT Operations
JAIPURIA INSTITUTE OF MANAGEMENT - NOIDA
06.2016 - 05.2017
Bachelor of Commerce - COMMERCE
KARAMKSHETRA PG COLLEGE,KANPUR UNIVERSITY - KANPUR
05.2013 - 05.2015
Intermediate(12th) - COMMERCE
St Mary Inter College - Etawah
05.2011 - 05.2012
High School (10th) - PCM
St Mary College - Etawah
05.2009 - 05.2010
Relationship Manager, Royale
Au Small Finance Bank Ltd
5 2023 - Current
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