Rushil Bajaj
New Delhi
Summary
Productive employee with proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service. Successful in fast-paced, deadline-driven environments to manage goals and team development.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Manager I
ICICI Bank
04.2024 - Current
- Part of Wealth management team handling portfolio of HNI and SME clients
- Developed tailored solutions for high-net-worth individuals, trusts and foundations based on their specific needs.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Researched a wide range of investment options available in the market before recommending them to clients.
Deputy Manager II
ICICI Bank
08.2023 - 03.2024
- Joined in as Relationship manager helping team in branch banking tasks ranging from customer service, new customer onboarding and customer retention
- Managed portfolio of 350 client accounts, ensuring high levels of satisfaction and loyalty.
- Developed and maintained relationships with customers to facilitate user engagement and satisfaction.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Implemented CRM systems for tracking client interactions and improving service delivery.
Customer Success Manager
OTPLess
06.2023 - 08.2023
- Established strong relationships with clients through regular communication and follow-up activities.
- Developed custom solutions for customers based on their individual business objectives.
- Analyzed customer data to identify trends, issues, and opportunities for improvement.
Executive Sales
Zeta
05.2020 - 05.2023
- Was part of Account management team handling business intakes and delivery for HDFC bank, this includes Conducting daily cadences with the client and internal teams, coordinating with teams to resolve issues faced by the client to smoothen the product delivery Handled Compliance ask (controls function process) for the client, collaborated with cross-functional teams to do Due diligence to compliance Interacted with over 100 internal folks to get the compliance ask completed, this included setting up workshops With client and involving the relevant stakeholders from our side, identified product compliance gaps and took this up with product owners to work on Spearheaded the research work of competition's product and filled the possible gaps into our product to pitch to existing client Research on various items that were added into our knowledge base brought some new dimensions to the work for internal and client consumption to develop upcoming products
- Researches were on Neobanks, BNPL players, Credit card industry, Indian Payments app, Loan offering, Helped marketing team with research projects like Rewards and recognition, and Payment card research
Internship
Zeta
02.2020 - 05.2020
- Was part of Sales team, did research and customer outreach for company's upcoming Travel and Expense management tool Contacted prospect through cold-calling and linkedin and got inputs on their consumption and current flow followed in the process to improve our product Maintained calendar and scheduled meetings and appointments to streamline operations Registered information on CRM system to preserve accurate details
MARKET RESEARCH INTERN
Virtuos Digital
05.2019 - 06.2019
- Worked for their Sister Concern: Giftcart.com, an online Personalized Gifting Platform Brand engagement through customer reach via Linkedin and in-person visits Created Prospect database for the company via cold calling and in-person visits
Education
PGDM-Marketing -
JIMS
Rohini02.2020
BBA -
Rukmani Devi Institute of Advanced Studies
04.2018
Skills
- Client Handling
- Time management
- Communication
- Problem-solving
- Attention to detail
- Relationship Building
Languages
- English
- Hindi
Hobbies and Interests
- Photography
- Trekking
- Travelling
Certification
- NISM AMFI Certified
- IRDA Certified
Timeline
Manager I
ICICI Bank
04.2024 - Current
Deputy Manager II
ICICI Bank
08.2023 - 03.2024
Customer Success Manager
OTPLess
06.2023 - 08.2023
Executive Sales
Zeta
05.2020 - 05.2023
Internship
Zeta
02.2020 - 05.2020
MARKET RESEARCH INTERN
Virtuos Digital
05.2019 - 06.2019
PGDM-Marketing -
JIMS
BBA -
Rukmani Devi Institute of Advanced Studies
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