Sachin Kumar
Delhi
Summary
• Demonstrated expertise in client management and financial planning through the cultivation of strong relationships with clients, resulting in enhanced satisfaction and loyalty. •Conducted thorough financial assessments to recommend tailored products, leading to increased adoption rates among clients. Collaborated effectively with internal teams to streamline processes, which improved response times and engagement strategies. Developed customized financial plans based on client needs analysis, contributing to the achievement of long-term financial objectives.
•Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
•Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.
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
6
6
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Relationship Manager Platinum
Au Small Finance Bank
Delhi
05.2023 - Current
- Cultivated strong relationships with clients to deliver personalized financial solutions, enhancing client satisfaction and loyalty.
- Conducted comprehensive financial assessments to recommend suitable products, resulting in increased product adoption among clients.
- Collaborated with internal teams to streamline processes, improving response times and client engagement strategies.
- Developed tailored financial plans by analyzing client needs, which contributed to achieving long-term financial goals.
- Supported marketing initiatives by promoting financial products through various channels, boosting brand visibility and client acquisition.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Executed daily account management tasks, ensuring compliance with banking regulations and delivering accurate financial information to clients.
Team Leader
Payswif Solution Private Limited
Delhi
09.2022 - 04.2023
- Led a cross-functional team to enhance operational efficiency, resulting in improved project delivery timelines and team collaboration.
- Developed and implemented training programs, increasing team knowledge and skills, which fostered a culture of continuous improvement.
- Analyzed workflow processes and recommended solutions that streamlined operations, resulting in reduced redundancies and enhanced productivity.
- Facilitated regular team meetings to discuss project progress and challenges, ensuring alignment and timely resolution of issues.
Team Leader
Future Safe Private Limited
Delhi
02.2022 - 08.2022
- Led a cross-functional team to enhance operational efficiency, resulting in improved project delivery timelines and team collaboration.
- Developed and implemented training programs, increasing team knowledge and skills, which fostered a culture of continuous improvement.
- Analyzed workflow processes and recommended solutions that streamlined operations, resulting in reduced redundancies and enhanced productivity.
- Offered training and support to keep team members motivated and working toward objectives.
Sales Executive
Hinduja Global Solutions Limited
Delhi
12.2019 - 02.2022
- Spearheaded client acquisition initiatives, enhancing sales pipeline and strengthening customer relationships through personalized outreach strategies.
- Developed and implemented targeted marketing campaigns, increasing product visibility and driving significant engagement among key demographics.
- Cultivated robust partnerships with stakeholders, ensuring seamless communication that resulted in improved service delivery and client satisfaction.
- Analyzed market trends and competitor strategies, providing actionable insights that informed product positioning and sales tactics.
Education
Bachelor of Science - Science
MJP ROHILKHAND UNIVERSITY
Uttar Pradesh , India 06.2013 - 06.2016
Skills
- Client management
- Financial planning
- Financial assessment
- Customer needs analysis
- Sales strategy
- Sales expertise
- New business generation
- Relationship building
Languages
Hindi
First Language
English
Beginner (A1)
A1
Certification
- Recieved acknowledgement from the Group Lead Liability for outstanding employee Performance in the CASA Drive.
- Secured the title of Player of the Month in Life insurance Drive and CASA Aquisition as recognised by the Regional Head.
- I have got the Promotion Bank officer to Relationship Manager Platinum through fast -track Promotion last 2 years same organization.
Accomplishments
• We have qualified in Life insurance Drive and take the certificate by Regional Head in Month of December 2025.
Personal Details
- Father Name-OmPrakash Singh Pal
- Date of Birth -10th Jan 1996
- Marital status -Single
- Nationality -Indian
- Permanent Residence -Uttar Pradesh
Timeline
Relationship Manager Platinum
Au Small Finance Bank
05.2023 - Current
Team Leader
Payswif Solution Private Limited
09.2022 - 04.2023
Team Leader
Future Safe Private Limited
02.2022 - 08.2022
Sales Executive
Hinduja Global Solutions Limited
12.2019 - 02.2022
Bachelor of Science - Science
MJP ROHILKHAND UNIVERSITY
06.2013 - 06.2016