ELITE RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK
GREATER NOID
11.2025 - Current
SAUMYA TRIPATHI
GREATER NOIDA
Summary
JOB ROLE - RESPONSIBLE FOR ENHANCING OF THE RELATIONSHIP BY CROSS SELLING PRODUCTS WITH CUSTOMER SERVICE AND FRAUD ANALYSIS ALONG WITH ACQUIRING FAMILY ACCOUNTS AND DEEPING THE SIZE OF THE RELATIONSHIP AND RE RETENTION OF THE CUSTOMER BY PROVING THE BEST POSSIBLE SERVICES AND BEING THE DEDICATED POINT OF CONTACT FOR THESE CUSTOMERS.
Work History
ELITE RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK
Greater Noida
11.2025 - Current
- Responsible for enhancing the relationship by cross-selling products, acquiring family accounts, and deepening the size of the relationship and re-retention of the customer by providing the best possible services and being the dedicated point of contact for these customers.
- Ensures quality new acquisition on savings accounts and current accounts for resident/non-resident.
- Cross-selling third-party products and assets like loans.
- Managing classic portfolio - cross-selling bank products to them and deepening the size of the relationship and re-retention of the customer by providing the best possible services and being the dedicated point of contact for these customers.
- Achievement of income plan and other benchmarks within portfolio.
- Customer service - recording complaints as per specified processes and resolving them.
- Experience of handling government business operations of government departments like GNIDA, YEIDA, and government schemes.
Education
B.COM -
01.2014
12TH -
01.2011
POST GRATUATE DIPLOMA - SALES AND RELATIONSHIP BANKING
MANIPAL UNIVERSITY
BANGALORESkills
- Solution management
- Investment Advisory
- Government account handling
- Sales Strategy
- Financial Planning
- Regulatory Compliance
- Cash Handling
- Microsoft Excel
- Loan Processing
- Service support
Accomplishments
• CUSTOMER SERVICE - RECORDING COMPLAINTS AS PER SPECIFIED PROCESSES AND RESOLVING THEM.
• GOVERNMENT BUSINESS OPERATIONS - EXPERIENCE OF HANDLING GOVERNMENT BUSINESS OPERATIONS OF GOVERNMENT DEPARTMENTS LIKE GNIDA, YEIDA AND GOVERNMENT SCHEMES.
About
, RESPONSIBLE FOR ENHANCING OF THE RELATIONSHIP BY CROSS SELLING PRODUCTS ACQUIRING FAMILY ACCOUNTS AND DEEPING THE SIZE OF THE RELATIONSHIP AND RE RETENTION OF THE CUSTOMER BY PROVING THE BEST POSSIBLE SERVICES AND BEING THE DEDICATED POINT OF CONTACT FOR THESE CUSTOMERS., ENSURES QUALITY NEW ACQUISITION ON SAVINGS ACCOUNTS. CURRENT ACCOUNT.FOR RESIDENT/NON RESIDENT., CROSS SELLING THIRD PARTY PRODUCT AND ASSETS LIKE LOANS.
Timeline
ELITE RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK
11.2025 - Current
ELITE RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK
11.2025 - Current
B.COM -
12TH -
POST GRATUATE DIPLOMA - SALES AND RELATIONSHIP BANKING
MANIPAL UNIVERSITY