TRAVELING
Saumya Srivastava
Banking Professional
Bangalore
Summary
A multi-faceted professional accustomed to proven managerial skills; targeting mid-level opportunities in Operations Management / Portfolio Management with an organization of high repute.
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 4.7 years track record of success in Banking industry.
Overview
5
5
years of professional experience
1
1
Certification
2
2
Languages
Work History
Relationship Manager
HDFC Bank
Bangalore
04.2022 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Relationship Manager
Axis Bank Ltd
Bangalore
06.2021 - 03.2022
- Introduced new methods, practices and systems to reduce turnaround time.
- Maintained, documented and presented progress reports to leaders.
- Interviewed, performed background checks, hired and trained approximately 5 of associates.
Deputy Manager
ICICI Bank Ltd
Bangalore
01.2018 - 05.2021
- Conceptualising and implementing the competent strategies with a view to penetrate new accounts for Loan Management, expanding the existing ones for a wide range of banking products / services
- Acquiring, developing & servicing long-term relationships with High Net Worth Individual (HNI) clients and ultra HNI clients; prospecting & identifying new leads and pitching to the clients for achieving targeted business
- Developing new sustainable business opportunities with existing business banking clients and increasing the portfolio with new clients
- Conceptualizing and executing strategic and operational plans for the branch for all round development of banks
- Formulating the competent strategies with a view to penetrate new accounts & expand existing ones for a wide range of asset / liability products and services
- Acting as an escalation gate; addressing and resolving client queries/complaints pertaining to banking products which resulted in achievement of customer satisfaction matrices
- Monitoring overall operational performance of the branch, generating business as per the management requirements and achieving set targets.
Role Manager
Merit of receiving ICICI Bank
- Team Size 15
- Duration, Objective The objective was to achieve growth of business opportunity and lead generation, identification of potential leads and convincing them for better service
- Languages Known: English and Hindi, Award of Excellence for showcasing brilliance in Udaipur
- Contest on efficaciously achieving the target
Education
Post Graduate Diploma - Banking
Manipal Academy of Higher
Education
M.Com - undefined
V.B.S. Purvanchal
University
B.Com - undefined
V.B.S. Purvanchal
University
Skills
Investment and Wealth Planning
undefinedAccomplishments
- Merit of receiving ICICI Bank Award of Excellence for showcasing brilliance in Udaipur Contest on efficaciously achieving the target.
Certification
CCC
Interests
Timeline
Relationship Manager
HDFC Bank
04.2022 - Current
Relationship Manager
Axis Bank Ltd
06.2021 - 03.2022
Deputy Manager
ICICI Bank Ltd
01.2018 - 05.2021
CCC
08-2016
Role Manager
Merit of receiving ICICI Bank
Post Graduate Diploma - Banking
Manipal Academy of Higher
Education
M.Com - undefined
V.B.S. Purvanchal
University
B.Com - undefined
V.B.S. Purvanchal
University
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