Summary
Overview
Work History
Education
Skills
Recognitions
Timeline
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Rupali Kanojiya

Rupali Kanojiya

Bhopal

Summary

Visionary professional with over 10 years of experience in in BFSI & Insurance sector, well-versed in customer care & successful in achieving sales goals while maintaining high levels of customer satisfaction. Consistently accurate in counts & balances while delivering outstanding customer experience.

Overview

10
10
years of professional experience

Work History

Customer Relationship Manager

ICICI Bank LTD.
Bhopal
12.2022 - Current
  • Managed a portfolio of 300+ high-net-worth individual (Super HNI) and retail banking clients, ensuring personalized service and account growth.
  • Acted as the primary point of contact for clients, resolving queries related to loans, credit cards, digital banking, and investment products.
  • Cross-sold and up-sold bank products including personal loans, fixed deposits, mutual funds, and insurance, resulting in a 25% increase in product penetration.
  • Coordinated closely with internal departments (operations, compliance, risk) to ensure timely and accurate service delivery.
  • Ensured adherence to KYC, AML, and regulatory standards in all customer interactions and documentation.
  • Handled service escalations, complaint resolution, and feedback to continuously improve customer satisfaction (CSAT score consistently >90%).

Relationship Manager - Affluent banking

Max Life Insurance
Bhopal
05.2021 - 12.2022
  • Effectively planned & managed relationship with Axis Bank under the bancassurance model.
  • Modified marketing techniques & approached potential clients, led to 10% increase in profits.
  • Reviewed client's immediate and future financial requirements and accordingly integrated into the suggested plan.
  • Performed tasks central to program progress, enabled faster goal achievement by 3x.
  • Directed & managed a client base with net worth 30 lacs & above.

Senior Relationship Manager

Tata AIA Life Insurance
Bhopal
07.2018 - 05.2021
  • Modified sales techniques & approached potential clients, led to 25% increase in profits.
  • Envisioned and charted strategies with the CRO, which expedited the book size and profitability of the portfolio by 30%.
  • Consistently met deadlines with teams, gaining 100% commendations.
  • Tapped & penetrated branches for Life Insurance sales leading to a revenue increment of 3.2x.
  • Strategized performance of complex administrative activities and ensured customer relationships are in compliance through various measures of review and tracking.

Associate Finance Service Manager

ICICI Prudential Life Insurance
Bhopal
12.2017 - 07.2018
  • Tapped new opportunities, built the business, deepen relationships and managed key potential customers, applying proven banking sales techniques, leading to a revenue increment of 3x.
  • Produced and assisted teams in meeting goals by generating new business through in-branch selling, outside calls, telemarketing, and targeted direct mailings.
  • Accelerated the sales by 30% of revenue earning products along with controlling the KYC procedures and documentations.
  • Educated and worked in line with clients on ROI terms to find accurate solutions by developing financial planning strategies and solutions through evaluation of finances and future goals by achieving 100% targets.

Business Development Officer

Gujarat Engineers
Bhopal
06.2015 - 11.2017
  • Built, developed, and maintained profitable lending and deposit relationships with new and existing customers, yielding profits by 1x.
  • Consulted with customers and prospects at their places of business & provided road construction equipment & heavy machineries on rent accordingly.
  • Worked in-line with the team for developing, communicating, and implementing the sales strategy in order to meet/exceed business objectives, and exchange leads.
  • Offered each customer top-notch service thus maintaining 100% customer satisfaction.

Education

Bachelor's degree - Bachelors on Commerce

Barkatullah University
05.2013

Skills

  • Business Acumen
  • Core Customer Service and Relationship Skills
  • Operational and Management Skills
  • Communication and Interpersonal Skills
  • Analytical and Tech Skills
  • Strategic And Business Awareness
  • Technical & Analytical Skills
  • Banking & Product Knowledge
  • Anti money Laundering
  • KYC Management
  • Risk Management
  • Research & Analytics
  • Innovative
  • Revenue & Profitability

Recognitions

  • Best Service Manager Leader, 2024
  • Employee of the Quarter, Q2, 2022
  • Achieved 95%+ CSAT (Customer Satisfaction Score) consistently for 4 consecutive quarters, exceeding organizational benchmarks.
  • Implemented a service recovery model that improved Net Promoter Score (NPS) by 20 points within six months.
  • Led a team that achieved 100% compliance in internal audits, earning special mention in the annual operations review.
  • 150% Goal sheet achievement in the first year of joining at ICICI Prudential Life Insurance.
  • Qualified for Bangkok Contest in TATA AIA Life insurance company in January 2020.
  • Got Promoted in TATA AIA as Senior Relationship Manager in May 2020.

Timeline

Customer Relationship Manager

ICICI Bank LTD.
12.2022 - Current

Relationship Manager - Affluent banking

Max Life Insurance
05.2021 - 12.2022

Senior Relationship Manager

Tata AIA Life Insurance
07.2018 - 05.2021

Associate Finance Service Manager

ICICI Prudential Life Insurance
12.2017 - 07.2018

Business Development Officer

Gujarat Engineers
06.2015 - 11.2017

Bachelor's degree - Bachelors on Commerce

Barkatullah University

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Rupali Kanojiya