Samsher Singh
Chandigarh
Summary
Dynamic Relationship Manager with proven success at Red Health, adept at cultivating business relationships and exceeding sales goals. Expert in wealth management offerings and financial planning processes, leveraging strong communication skills to drive client satisfaction and cross-sell initiatives. Recognized for consistently surpassing performance metrics in customer service.
Overview
2
2
years of professional experience
Work History
Relationship Manager
Red Health
12.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Sales Executive |
HDB Financial Services,
02.2023 - 11.2024
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Education
Bachelor Of Commerce - Bussines And Finance
Government Senior Secondary School, Muktsar
Sri Muktsar SahibSkills
- FLUENT IN LANGUAGE
- Wealth management offerings
- Business relationship cultivation
- Financial planning processes
Languages
English
Beginner (A1)
Hindi
Upper intermediate (B2)
Punjabi
Advanced (C1)
Timeline
Relationship Manager
Red Health
12.2024 - Current
Sales Executive |
HDB Financial Services,
02.2023 - 11.2024
Bachelor Of Commerce - Bussines And Finance
Government Senior Secondary School, Muktsar
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