SHRISTY SHARMA
Delhi
Summary
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
4
4
years of professional experience
Work History
Relationship Manager
HDFC BANK LTD
Delhi
2025.04 - Current
- Managed account portfolios to ensure client satisfaction and retention.
- Collaborated with internal teams to resolve client inquiries and issues promptly.
- Analyzed client feedback to improve service offerings and address concerns effectively.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
Assistant Manager
SG Finserve Limited
Kaushambi
2023.03 - 2025.03
- Company Overview: Channel Finance Company focused on Supply Chain Financing Solutions, Kaushambi
- Managed backend operations, including the preparation of loan facility documentation, ensuring smooth and accurate processing.
- Maintained excellent customer satisfaction by providing friendly, proactive, and knowledgeable service, addressing concerns promptly and effectively.
- Directed customer inquiries to the appropriate departments to ensure efficient issue resolution, enhancing service quality.
- Participated in training sessions to stay informed on best practices in both operations and customer service, continuously improving performance.
- Strengthened cross-location communication and collaboration, enhancing coordination and smooth operational processes.
- Delivered high-quality customer service through direct interactions, addressing inquiries via phone, online chat, and email to assess and meet customer needs effectively.
- Utilized customer feedback to implement process improvements, addressing common pain points to enhance customer satisfaction and service efficiency.
- Monitored and ensured adherence to compliance standards and company policies, safeguarding operational integrity and maintaining a high level of service quality.
- Maintained secure storage of sensitive client documents and ensured data protection protocols were followed in line with regulatory standards.
- Conducted CKYC (Central Know Your Customer) verifications for clients, ensuring all documentation was accurate, complete, and in compliance with regulatory requirements.
- Coordinated with compliance teams to resolve discrepancies or missing information in client CKYC records.
- Reviewed and updated client profiles as per CKYC guidelines, ensuring the integrity and completeness of their records in the system.
- Channel Finance Company focused on Supply Chain Financing Solutions, Kaushambi
Sales Executive
Kotak Mahindra Bank Limited
Noida
2021.12 - 2023.02
- Exceeded sales quotas and aligned with company targets by closing significant deals.
- Demonstrated product features to drive sales and contributed to revenue growth.
- Analyzed sales data to identify performance improvement areas and formulated effective sales strategies.
- Drove credit card sales by identifying customer needs and presenting tailored product options, achieving and often exceeding monthly sales targets.
- Built and sustained strong customer relationships through consultative sales techniques, resulting in repeat business and referrals that contributed to consistent sales growth.
- Proactively addressed customer questions and concerns, demonstrating in-depth knowledge of products and policies to build trust and encourage commitment.
- Utilized CRM software to maintain accurate records of customer interactions, sales activities, and follow-up tasks, ensuring seamless tracking and relationship management.
- Developed and implemented targeted sales strategies to reach specific customer segments, increasing sales volume and meeting company objectives.
Education
Bachelor of Arts -
Delhi University
New Delhi12.2024
12th Grade - Senior Secondary School Certificate -
Govt. Girls Senior Secondary School
Delhi12.2021
10th Grade - Secondary School Certificate -
Govt. Girls Senior Secondary School
Delhi12.2019
Skills
- Customer Service Excellence
- Documentation and Compliance
- Process Improvement
- Customer Needs Assessment
- Time Management and Prioritization
- Conflict Resolution
- Customer relationship management
- Problem resolution
- Wealth management portfolios
Accomplishments
- Top Performer in Sales, Recognized as a top performer at Kotak Mahindra Bank for consistently surpassing monthly sales targets and delivering high levels of customer satisfaction.
- High Accuracy in CKYC Filings, Successfully completed CKYC for 500 clients, ensuring 100% compliance with regulatory guidelines and reducing onboarding. Maintained a 100% accuracy rate in CKYC filings, ensuring that all client information was complete and compliant with regulatory standards.
- Efficient Client Onboarding, Successfully on boarded over 500 clients to the customer portal, ensuring a smooth transition and reducing onboarding and archive awards gift.
- Reduced Support Queries, Proactively addressed client questions during onboarding, reducing support inquiries by 60% within the first month of portal use.
Languages
- Hindi, First Language
- English, B1 Intermediate
Timeline
Relationship Manager
HDFC BANK LTD
2025.04 - Current
Assistant Manager
SG Finserve Limited
2023.03 - 2025.03
Sales Executive
Kotak Mahindra Bank Limited
2021.12 - 2023.02
Bachelor of Arts -
Delhi University
12th Grade - Senior Secondary School Certificate -
Govt. Girls Senior Secondary School
10th Grade - Secondary School Certificate -
Govt. Girls Senior Secondary School