Shruti Bakshi
Summary
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Manager-EEG
HDFC BANK
CHANDIGARH
07.2024 - Current
- Working as a Portfolio RM and Managing a portfolio of 130+ EEG/SMEG clients with cases ranging from INR 50 lacs to INR 100 crores.
- Handled fresh sanctions, renewals, and enhancement cases, ensuring seamless portfolio management.
- Delivered business growth through cross-selling and incremental business from the existing client base.
Relationship Manager-SME
YES BANK
AHMEDABAD
07.2023 - 02.2024
- Worked as a Portfolio Relationship Manager for clients with a topline of 25 Cr to 250 Cr.
- My portfolio consisted of clients with working capital limits and channel finance limits of anchors such as RR Kabel, SAIL, Daikin, etc.
- Strived to be the customer's primary banker by cross-selling products and solutions across retail and wholesale banking.
- Ensured quality new-to-bank business sourcing while retaining the current portfolio.
- Used to manage different lead generation channels like branches, product teams, sales channels, etc.
- Engaged in process from Documentation, Analyzing Financials, Preparation of CAM till login and Disbursement.
- Engaged in process from Documentation, Analyzing Financials, Preparation of CAM till login and Disbursement.
Relationship Manager=SME
Kotak Mahindra Bank
AHMEDABAD
02.2023 - 07.2023
- New Customer Acquisition for contribution of incremental growth of assets and profitability through limit utilization.
- · Co-ordination and follow-up with customers and Internal Operations Team for resolution of client queries as well as further requirements ofany pendency until completion of given task.
- Collaborated with managers to identify and develop new markets according to the strategic plan, analyzing potential opportunities and challenges.
- Developing strategies to attract new customers while retaining existing ones
Relationship Manager-LCG
ICICI BANK
AHMEDABAD
09.2020 - 02.2023
- Engaged in handling the portfolio of customers, with a topline of INR 750.00 cr. and above.
- New Customer Acquisition for contribution of incremental growth of assets and profitability through limit utilization.
- MIS Preparation of entire Gujarat Region for LCG customers for tracking utilization of limits, portfolio status, limit exposure, and Pending Compliances.
- Coordination and follow-up with customers and the Internal Operations Team for resolution of client queries, as well as any further requirements or pending tasks until completion.
- Preparation of Power Point Presentation for corporate meeting, as well as to discuss with seniors for fast conversion of leads.
Education
PGDB -
MANIPAL UNIVERSITY
BANGALORE09-2020
B/COM Hons -
MATA GUJRI COLLEGE
JABALPUR-MP06-2018
12th -
JAY JYOTI SCHOOL
REWA-MP04-2015
10th -
JAY JYOTI SCHOOL
REWA - MP04-2013
Skills
- Account Management
- Business relationship cultivation
- Customer portfolio management
- Client engagement
- Excellent communication
- Language proficiency
Certification
- IRDAI
- FINANCIAL PLANNING AND WEALTH MANAGEMENT
- ASSESSING DRIVERS OF BUSINESS GROWTH
- ASSET CLASSES AND FINANCIAL MARKETS
- ·BANKING PRODUCTS AND SERVICES
References
References available upon request.
Timeline
Relationship Manager-EEG
HDFC BANK
07.2024 - Current
Relationship Manager-SME
YES BANK
07.2023 - 02.2024
Relationship Manager=SME
Kotak Mahindra Bank
02.2023 - 07.2023
Relationship Manager-LCG
ICICI BANK
09.2020 - 02.2023
PGDB -
MANIPAL UNIVERSITY
B/COM Hons -
MATA GUJRI COLLEGE
12th -
JAY JYOTI SCHOOL
10th -
JAY JYOTI SCHOOL
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