Shalini Tomar
Bank Alliance And Partnership
Gurgaon
Summary
Proven success in managing high-value client relationships, building strategic banking partnerships, and contributing to customer-centric innovation in Fin Tech environments. Recognized by senior management for outstanding achievements in insurance sales, LRS, and customer service excellence. Adept at navigating cross-functional teams, understanding banking products, and implementing company policies to drive business outcomes.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
10
10
years of professional experience
Work History
Bank Alliance and Partnership Manager
Indus Tech RMC Pvt. Ltd
01.2025 - Current
- Result-driven professional with a strong background in banking, financial services, and fintech partnerships.
- Passionate about driving digital transformation through innovative payment solutions and fostering strategic alliances.
- Experienced in managing partnerships with banks, NBFCs, and financial institutions, ensuring seamless implementations of digital payment systems.
- Facilitated strategy development and planned with cross-functional teams.
Preferred Relationship Manager -Retail Branch
HDFC Bank Ltd
12.2021 - 03.2022
- Managing a client base of HNW customers, comprising current and savings account customers, with a portfolio size of more than 150 crores.
- Addressed client needs and built financial plans while striving to outperform and exceed profitability and revenues.
- Recognized opportunities for account growth, then actualized the value proposition, and ensured implementation across the platform.
Branch Relationship Manager -Retail Branch
Kotak Mahindra Bank Ltd
03.2020 - 11.2021
- Managing a client base of HNW customers, comprising current and savings account customers with a portfolio size of more than 51 crores.
- Recognized opportunities for account growth, then actualized the value proposition, and ensured implementation across the platform.
- Ensuring customer satisfaction by providing superior service delivery and achieving service quality norms.
- Achieved consistent income targets and delivered exceptional client service.
Signature Relationship Manager -Retail Branch
RBL Bank Ltd
10.2018 - 11.2019
- Managing a client base of HNW customers, comprising current and savings account customers with a portfolio size of more than 7 crores.
- Addressed client needs and built financial plans while striving to outperform and exceed profitability and revenues.
- Recognized opportunities for account growth, then actualized the value proposition, and ensured implementation across the platform.
- Achieved Financial Results - Managed the financial aspects of the account to ensure the plan is met or exceeded in both growth and profitability.
SERVICE DELIVERY MANAGER
Indus Ind Bank
12.2016 - 05.2018
- Regional business growth and corporate client relationships.
- Deliver sales targets through strategic planning and customer visits.
- Improved service quality, addressing client concerns promptly and professionally.
CUSTOMER SERVICE ADVISOR
Wipro BPO ltd
07.2015 - 12.2016
- Contributed to team meetings with valuable input, fostering a collaborative work environment.
- Improved first-call resolution rates by providing accurate information and effective problem-solving skills.
- Enhanced customer satisfaction by addressing and resolving issues in a timely manner.
Education
Bachelor - Mass Communication
JIMS
Delhi,India01.2012
Skills
- Strong understanding of the payment ecosystem including payment gateways, banking solutions and fintech companies
- Excellent communication, negotiation, and relationship building skills
- Proven ability to drive revenue growth through partnership and business development
- Strong analytical and problem solving skills with the ability to interpret market data and inform businesses decisions
- Strategic relationship management
- Business development and client engagement
Accomplishments
- Promoted to Signature RM within six months at RBL Bank for top-tier performance.
- Winner of an international contest to Baku for achieving life insurance targets.
- Achieved highest insurance mobilization in the first six months at RBL Bank; received multiple certificates of appreciation from senior leadership.
- Winner of three major contests in Health & General Insurance at RBL Bank.
- Strong experience in banking partnerships and driving FinTech integration initiatives.
- Recognized at Kotak Mahindra Bank for sales excellence in Life Insurance, General Insurance, and LRS.
- Deep understanding of banking products, retail banking operations, and customer lifecycle management.
- Skilled in relationship management, team collaboration, and strategic communication.
- Best employee of the quarter in Indus Tech RMC Pvt. Ltd.
Timeline
Bank Alliance and Partnership Manager
Indus Tech RMC Pvt. Ltd
01.2025 - Current
Preferred Relationship Manager -Retail Branch
HDFC Bank Ltd
12.2021 - 03.2022
Branch Relationship Manager -Retail Branch
Kotak Mahindra Bank Ltd
03.2020 - 11.2021
Signature Relationship Manager -Retail Branch
RBL Bank Ltd
10.2018 - 11.2019
SERVICE DELIVERY MANAGER
Indus Ind Bank
12.2016 - 05.2018
CUSTOMER SERVICE ADVISOR
Wipro BPO ltd
07.2015 - 12.2016
Bachelor - Mass Communication
JIMS
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