Shivani Yadav
Jaipur
Summary
Dynamic Relationship Manager at ICICI Bank with a proven track record of exceeding CASA targets and enhancing customer engagement through effective communication and data analysis. Skilled in CRM strategy development and cross-selling financial products, I excel in building long-term client relationships and delivering tailored solutions that drive growth.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI Bank
Jaipur
04.2025 - Current
- Consistently achieved monthly and quarterly CASA targets for various financial products.
- Collaborate with cross-functional stakeholders to develop the tenets of CRM strategy for full customer lifecycle support and growth: prospects, leads, retention, and win-backs across email, triggered SMS, and loyalty campaigns.
- Cross-sold banking products, including personal and home loans, based on customer profiles.
- Developed long-term client relationships through active listening and effective communication.
- Managed daily operations, including appointment scheduling and meeting coordination.
- Collaborated with product development teams to create services tailored to client requirements.
- Identified customer needs and delivered customized solutions with informed advice.
HR Intern
Lernx
Remote
08.2024 - 10.2024
- Assisted in onboarding new employees and preparing necessary documentation.
- Participated in team meetings to discuss HR strategies and share insights on processes.
- Analyzed resumes to assess qualifications for open positions.
- Created job postings and placed them on various job boards and websites.
- Assisted with the recruitment process by conducting initial phone screens and scheduling interviews.
Education
MBA - HRM & Operations
G.l.Bajaj Institute of Technology And Management
Greater Noida 08-2025
Bachelor of Science -
R.C Degree College
Mainpuri 01-2022
Skills
- Customer relationship management
- Project management
- Data analysis
- Effective communication
- Team collaboration
- Market segmentation
- Problem resolution
- Negotiation skills
- CRM software
- Product knowledge
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification, National Institute of Securities Markets — Valid till September 2028
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Relationship Manager
ICICI Bank
04.2025 - Current
HR Intern
Lernx
08.2024 - 10.2024
MBA - HRM & Operations
G.l.Bajaj Institute of Technology And Management
Bachelor of Science -
R.C Degree College