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
Customer Relationships
Relationship Management
Customer Service
Service support
Issue Resolution
Financial planning processes
Wealth management offerings
Loans
Financial Services
CRM proficiency
Adaptability and Flexibility
Work Preference
Work Type
Full TimeLocation Preference
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 -