Shreeya Purkayastha
Relationship Manager Retail-Agri
Guwahati
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
7
7
years of post-secondary education
Work History
Relationship Manager Retail Agri
HDFC Bank Ltd
Guwahati
07.2022 - Current
- Providing woking capital solutions to the eligible clients.
- Proper understanding of the financials of the customer.
- Building relationship with the branch banking teams for new customer acquisition.
- Understanding Client Business Models, trade related activities and identify opportunities and grow client relationship.
- Focussing to continually increase the book size and profitabilty of the client.
- Collection and evaluation of monthly stock statement.
- Customer interaction through CRM
Privilege Banker
ICICI Bank Ltd
Guwahati
05.2019 - 06.2022
- Establish and build strong relationships with Clients and understand the client’s needs providing them with the best solution.
- Mapped with 308 high value clients.
- Continually boosted branch production and revenue by 90% by consistently meeting all monthly and quarterly sales goals.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Responsible for processing critical requests of all the clients of the branch, Client Reporting, Asset Management, financial audit.
- Attending client calls on regular basis and providing updates regarding their service request, Account Setup.
- Client Interaction and CRM.
- Responsible for recreation of overdraft against FD.
Education
Higher Secondary - Commerce
Army Public School
Guwahati 07.2011 - 05.2013
Bachelor of Commerce - Finance
Gauhati Commerce College
Guwahati 08.2013 - 07.2016
MBA - MARKETING & HR
Jawaharlal Nehru School of Management Studies
Silchar 07.2017 - 05.2019
HSLC -
Donyi Polo Vidya Bhawan
Itanagar 04.2011 - 06.2011
Skills
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Accomplishments
- Promoted as Privilege Banker in recognition of consistently generating highest revenue in the region.
- Received the "PRO" team member achievement certificate on being the highest revenue earner of East and AP zone.
- Received the "Super PRO" award for being the No.1 in zone for achieving the target for Eazypay Payment Solution.
Timeline
Relationship Manager Retail Agri
HDFC Bank Ltd
07.2022 - Current
Privilege Banker
ICICI Bank Ltd
05.2019 - 06.2022
MBA - MARKETING & HR
Jawaharlal Nehru School of Management Studies
07.2017 - 05.2019
Bachelor of Commerce - Finance
Gauhati Commerce College
08.2013 - 07.2016
Higher Secondary - Commerce
Army Public School
07.2011 - 05.2013
HSLC -
Donyi Polo Vidya Bhawan
04.2011 - 06.2011
Projects
- Problems and prospects of vegetable growers at Panikheti, Guwahati (2016).
- New Entrepreneurs and Social Media- A Study in Silchar Town (2019).
Projects
- Problems and prospects of vegetable growers at Panikheti, Guwahati (2016).
- New Entrepreneurs and Social Media- A Study in Silchar Town (2019).
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