Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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SHOUMYA MUDULI

Relationship Manager- Unsecured Loan

Summary

A dynamic and professional 6.5 years of valuable experience in wealth management, banking operations, Client relationship management and Business development. Managing relationship with wealth, privilege customer providing end to end solution across products. Focusing on branch profitability, managing branch operations and audit and compliance, resolution of customer queries & complaints. Professional Profile: Good written and oral communication skills. Business & Service skills. Understanding & knowledge of the product. Team handling & management skills. Ability to build & maintain relationships with new & existing customers.

Overview

7
7
years of professional experience
3
3
Languages

Work History

Relationship Manager- Personal Loan & CC

ICICI Bank Limited
Bangalore
01.2021 - Current
  • Handled branches for sale of Personal Loans and Credit Cards;
  • Handled a team of 12+ sales executives and constantly motivated them and drive them to achieve their targets smoothly;
  • Leads generation through organizing and planning the promotional campaigns and through internal database;
  • Enrolled and worked with DSA's and the connectors for business growth;
  • Managed online channel for leads generation;
  • Identifying and assessing loan applications to facilitate credit approval;
  • Ensuring disbursement of loan with TAT;
  • Liaising with credit managers for ensuring better credit approvals and smooth process management;
  • Assisted team in qualifying major contests through cross selling and monthly MOP;
  • Consistently met and exceeded production goals by providing client referrals to all line of business.

Senior Privilege Banking Relationship Manager

ICICI Bank Limited
Bengaluru
06.2020 - 07.2021
  • Remained updated on all available financial products and financing packages
  • Assisted customers by offering sound financial advice
  • Made recommendations for customers considering various banking products
  • Managed in-person over-the-phone and email inquiries in a timely manner
  • General Banking Operations both cash and non cash
  • Contacted existing customers via email with information on new banking products
  • Helped customers make informed investment decisions
  • Determined client needs and offered customized solutions
  • Ensured that all bank transactions remained confidential
  • Ensured that clients received the best available rates
  • Handling Specialized Products like Forex,Trade & NRI.

Privilege Banker

ICICI Bank Limited
Bangalore
10.2016 - 01.2020
  • Worked with clients to address and respond to client and partnership management issues.
  • Increased daily sales by upselling banking products and financial services to customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Forex Services, Demat Services, Loan Servicing and Operations, Audit, NRI Services, Clearing, Tellers operations;
  • Dealing with investments and new accounts;
  • Zero escalation with 100% accuracy for customer servicing;
  • Handling branch operation for Forex, Remittances, Audit and Compliance;
  • NCA Acquisition and other fee income products;
  • Ensuring cost and productivity norms are met and compliance with banking rules, regulation and procedures;
  • Analyzing financial and audit report on monthly, quarterly and annually basis and reporting of the same to various stakeholders.

Education

Master of Business Administration (MBA) - Finance and Marketing

PGDBF (Post Graduate Diploma - Banking and Finance

ManipalUniversity

B.Com - undefined

BPUT, Utkal University

XII - undefined

Kendrapara Autonomous college

Skills

Operating System : Windowsundefined

Additional Information

  • Honors & Awards: , Andaman ContestQualified after generating Life Insurance business worth Rs. 30 Lac BWRP. Kerela ContestQualified after generating Life Insurance business worth Rs. 15 Lac BWRP. Goa ContestQualified after generating Life Insurance business worth Rs. 10 Lac BWRP.

Timeline

Relationship Manager- Personal Loan & CC

ICICI Bank Limited
01.2021 - Current

Senior Privilege Banking Relationship Manager

ICICI Bank Limited
06.2020 - 07.2021

Privilege Banker

ICICI Bank Limited
10.2016 - 01.2020

Master of Business Administration (MBA) - Finance and Marketing

PGDBF (Post Graduate Diploma - Banking and Finance

ManipalUniversity

B.Com - undefined

BPUT, Utkal University

XII - undefined

Kendrapara Autonomous college

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SHOUMYA MUDULIRelationship Manager- Unsecured Loan