SAKSHI RAI
PUNE
Summary
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC Bank
PUNE
05.2023 - Current
- Conducting financial assessments to identify clients' goals, and recommending appropriate banking products and services.
- Providing expert advice on investment opportunities, loans, and other financial products.
- Promoting the full range of the bank's offerings to meet clients' comprehensive financial needs.
- HNW Portfolio Management.
- Developed strong relationships through regular communication and exceptional customer service, resulting in a 95% client retention rate.
- Hands expertise on CRM, Tableau, Excel, and Probe 42 for data collection and analysis.
Financial Marketing Intern
The Capital Box
05.2022 - 06.2022
- Analyze market trends and customer preferences to contribute to product development and sales strategies
- Utilize various channels, like online research, networking events, and social media, to generate leads
- Conduct research on the financial products offered by the company and competitors
- Acquired in-depth knowledge of the company's financial products and services
Education
Master of Business Administration -
Sri Balaji University
Pune04.2023
Bachelor of Science -
Christ Church College, CSJM University
Kanpur04.2020
Skills
- Financial Planning & Planning
- Portfolio management
- Customer relationship management (CRM)
- Investment strategies
- MS Excel, PowerPoint
Certification
- Association of mutual funds In India [AMFI]
- Insurance Regulatory And Development Authority Of India. [IRDA]
Timeline
Relationship Manager
HDFC Bank
05.2023 - Current
Financial Marketing Intern
The Capital Box
05.2022 - 06.2022
Master of Business Administration -
Sri Balaji University
Bachelor of Science -
Christ Church College, CSJM University
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