Sanjay Singh Bhadouriya
Gwalior
Summary
Relationship Manager with over 2 years of experience at ICICI Bank, specializing in client relationship management, customer retention, and business development. Proven ability to drive business growth through tailored client solutions, effective communication, and strategic planning. Proficient in financial analysis and risk management, with a strong focus on client satisfaction and retention. Adept at identifying growth opportunities and providing informed recommendations.
Overview
3
3
years of professional experience
Work History
Virtual Relationship Manager
ICICI Bank Limited
01.2022 - Current
- Establish and nurture relationships with clients to understand their needs and provide tailored solutions
- Manage accounts by monitoring performance, addressing issues, and ensuring client satisfaction
- Stay updated on financial products and services to recommend suitable options to clients
- Assess and mitigate risks associated with client portfolios and investments
- Maintain clear and open communication channels with clients to address concerns and provide updates
- Identify opportunities to cross-sell or upsell additional products or services to existing clients
- Drive customer retention through personalized service and regular follow-ups
- Provide business banking services, assisting small to medium-sized enterprises with their banking needs
- Handle loan services, processing loan applications, and advising clients on suitable loan products.
- Collaborated closely with colleagues across departments to ensure seamless delivery of services, resulting in increased client satisfaction rates.
- Improved team productivity with regular training sessions on new tools, software, and best practices in virtual relationship management.
Education
Bachelor of Arts (B.A.) - PoliticsHistorySociology
Jiwaji University, Gwalior
Skills
- Client Relationship Management
- Customer Retention
- Sales and Business Development
- CRM software proficiency
- Feedback implementation
- Customer Service
- Financial Analysis
- Strategic Planning
- Communication and Presentation
- Problem-solving and Decision-making
- Risk Management
Languages
English
Hindi
Punjabi
Softskills
- Resilience
- Collaboration
- Leadership
- Trustworthiness
Personal Information
Date of Birth: 10/12/99
Timeline
Virtual Relationship Manager
ICICI Bank Limited
01.2022 - Current
Bachelor of Arts (B.A.) - PoliticsHistorySociology
Jiwaji University, Gwalior
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