Sanjay Yadav
Relationship Manager - Business Banking
Gurgaon
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 11 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
12
12
years of professional experience
Work History
Relationship Manager- Business Banking
Kotak Mahindra Bank
12.2016 - 01.2026
- Source new corporate relationships for the Bank to provide current account, cash management, and working capital solutions.
- Source new business opportunities, and conduct customer outreach programs with the MSME product basket.
- Deepening relationships with existing and potential clients.
- To achieve set targets in terms of revenue and volume.
- Manage and increase the utilization of working capital limits sanctioned to corporate clients.
- Managing the portfolio effectively through continuous monitoring of accounts, as well as enhancements and renewals of the assigned portfolio.
- Strong sales and relationship management skills.
- Supporting Relationship Managers and the Branch for smooth onboarding of fresh lending business.
- Preparation of the customer profiling sheet and identifying cross-sell and revenue-increasing opportunities.
- Negotiate deals with the ability to interact with people at various levels of the organization and the outside environment.
- Customer negotiation on rates, and other issues relating to charges.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
Relationship Manager - Emerging Corporate
Indusind Bank Limited
08.2015 - 11.2016
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Acquisition of current accounts, TFX accounts, and cross-selling of CC limits, LAP, and business loans.
- Providing service to customers. 70:30 Sales: Operations
Business Development Executive
Axis Bank Limited
07.2014 - 08.2015
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
Education
MBA - Finance And Marketing 2014
Bddi University of Emerging Sciences & Technology
Solan, India 04.2001 -
BBA - Finance 2011
DAV Institute of Management
Faridabad 04.2001 -
Skills
Relationship building
Customer relationships
Relationship management
Customer service
Excellent communication
Relationship building and management
Timeline
Relationship Manager- Business Banking
Kotak Mahindra Bank
12.2016 - 01.2026
Relationship Manager - Emerging Corporate
Indusind Bank Limited
08.2015 - 11.2016
Business Development Executive
Axis Bank Limited
07.2014 - 08.2015
MBA - Finance And Marketing 2014
Bddi University of Emerging Sciences & Technology
04.2001 -
BBA - Finance 2011
DAV Institute of Management
04.2001 -