SHIVANGI SONI
BANKER
ANJAR,GJ
Summary
Proven Relationship Manager at HDFC Bank, adept in enhancing customer satisfaction and deepening client relationships through exceptional service support and relationship management. Excelled in cross-selling with a keen focus on financial planning processes, boosting revenue through strategic wealth management offerings. Demonstrated adaptability and CRM proficiency, achieving significant client trust and loyalty. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Relationship Manager
HDFC Bank
04.2023 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Personal Banker
HDFC Bank
07.2021 - 04.2023
- Cross-sold bank products and services to meet customer needs and provide options.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Teller Supervisor
HDFC Bank
02.2019 - 06.2021
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted cash drawers and made bank deposits.
- Coordinated with other departments to address complex customer issues, resulting in timely resolution.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
Teller
HDFC Bank
01.2016 - 02.2019
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Education
PGDM - Finance
04.2001 -
- Completed Coursework: AMFI, 2015
- FACTORS AFFECTING STOCK MARKET, A1 - Research Project
B.COM - COST ACCOUNTING
04.2001 -
Skills
Relationship Building
Work Preference
Work Type
Full TimeWork Location
On-SiteTimeline
Relationship Manager - HDFC Bank
04.2023 - Current
Personal Banker - HDFC Bank
07.2021 - 04.2023
Teller Supervisor - HDFC Bank
02.2019 - 06.2021
Teller - HDFC Bank
01.2016 - 02.2019
TOALNI INSTITUTE OF MANAGEMENT STUDIES - PGDM, Finance
04.2001 -
TOLANI COMMERCE COLLEGE - B.COM, COST ACCOUNTING
04.2001 -
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