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. 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
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC Bank
PUNE
05.2023 - Current
- Conducted in-depth financial assessments and identified client objectives to deliver bespoke banking and investment solutions.
- Successfully managed HNW client portfolios, focusing on asset growth, diversification, and risk mitigation.
- Achieved and maintained a 95% client retention rate by providing proactive, solutions-oriented service, and regular portfolio reviews.
- Advised clients on investment opportunities, mutual funds, and loan products to optimize financial outcomes.
- Utilized CRM, Tableau, Excel, and Probe 42 for client data analysis, reporting, and actionable insights generation.
- Consistently promoted cross-sell opportunities by aligning financial products with evolving client needs.
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 its 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
- Portfolio & Wealth Management
- Financial Planning & Investment Advisory
- High Net-Worth (HNW) Client Relations
- CRM & Client Engagement
- Data Analysis: Excel, Tableau, Probe 42
- Market & Competitor Analysis
- Strategic communication and presentation
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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