Rahul Rai
Relationship Manager
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
8
8
years of professional experience
Work History
Relationship Manager (TASC)
AU SMALL FINANCE BANK
3 2021 - Current
- Maximized revenue growth with strategic planning, by acquiring high quality Current account, Savings Account, Fixed Deposit and Revenue products.
- Coordinated with cross-functional teams to achieve project milestones while managing risks and resources effectively.
- Achieved consistent year-over-year growth by identifying new opportunities and expanding the client base through strategic follow-up communications and relationship building efforts.
- Managed existing portfolios, ensuring proper diversification and alignment with client objectives.
- Identified growth opportunities within target markets, adapting digital products like UPI, POS, PG, QR to increase customer stickiness.
- Increased revenue by identifying new strategies and implementing targeted marketing campaigns.
- Developed creative presentations, trend report, and product data sheets.
- Conducted business training for RM's & associates to increase synergy across branches and teams for driving overall business.
Deputy Manager (Relationship Manager)
INDUSIND BANK
02.2019 - 03.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products to provide tailored solution like Insurance, CASA, FD, Mutual Funds etc.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Assistant Manager (Client Relationship Manager)
YES BANK
10.2016 - 01.2019
Education
MBA - Marketing
Global Group Of Institution
Jabalpur, M.P 04.2001 - 04.2017
B.COM - Commerce
R.D.V.V
Jabalpur, M.PHigh School - Commerce
M.P Board
Jabalpur, M.PSkills
Strategic Planning
Team Leadership
Customer Relationship Management
Teamwork and Collaboration
Work Planning and Prioritization
Training and Development
Awards
- Half yearly Award for the best performance in CASA- India in FY 23-24.
- Regional RNR of (Jan/Feb/March) 2024.
- Yearly award for best employee in NTB- TASC acquisition for FY 22-23.
- Bali & Switzerland contest in Life Insurance 2018 & 2019.
Languages
Hindi
English
Timeline
Deputy Manager (Relationship Manager)
INDUSIND BANK
02.2019 - 03.2021
Assistant Manager (Client Relationship Manager)
YES BANK
10.2016 - 01.2019
MBA - Marketing
Global Group Of Institution
04.2001 - 04.2017
Relationship Manager (TASC)
AU SMALL FINANCE BANK
3 2021 - Current
B.COM - Commerce
R.D.V.V
High School - Commerce
M.P Board