Sangita Suman
New Delhi
Summary
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.
Skilled professional inspired and motivated to help customers build financial independence.
Overview
3
3
years of professional experience
Work History
Relationship Manager(M)
Axis bank
09.2024 - Current
- Developed strategies to attract new customers while retaining existing ones.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Maintained accurate records of all client interactions within the company's CRM system.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Personal Banker( DM)
HDFC Bank
Delhi
01.2022 - 09.2024
- Improved customer satisfaction by providing personalized banking solutions and exceptional service
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
- Increased new account acquisitions through effective cross-selling of bank products and services.
Education
PG - Banking & Insurance
Manipal Academy of Higher Education
Karnataka, India01.2021
UG - Commerce
College of commerce
Bihar, India01.2017
Skills
- Goal-oriented
- Portfolio Assessment
- Flexible
- Cross selling
- Organized
- Analytical
- Team-builder
- Financial Product Knowledge
- Client Management
Personal Information
- Date of Birth: 02/22/95
- Gender: Female
- Nationality: Indian
- Marital Status: Unmarried
Hobbies and Interests
- Interacting with People
- Dancing
Disclaimer
I hereby declare that above mentioned informations are true to the best of my knowledge and belief.
Mother Name
Pushp Lata Sinha
Father Name
Murari Prasad Sinha
Languages
English
Upper Intermediate
B2
Timeline
Relationship Manager(M)
Axis bank
09.2024 - Current
Personal Banker( DM)
HDFC Bank
01.2022 - 09.2024
PG - Banking & Insurance
Manipal Academy of Higher Education
UG - Commerce
College of commerce