Shubham Rajpure
Navi Mumbai
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios. Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 5 years of Banking experience.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
Kotak Mahindra Bank
Mumbai
12.2023 - Current
- Developed strategies to attract new customers while retaining existing ones.
- Developed processes for tracking key performance indicators such as customer retention rates and overall satisfaction scores.
- Coordinated preparation of external audit materials and external financial reporting.
- Ensured compliance with relevant laws and regulations when dealing with customers.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Provided information on technology resources to improve client financial well-being.
- Drafted sales sales management reports identifying clients at risk and analyzing quality of service and implementation of new strategies.
- Achieved client loyalty through quality, productivity, service and proactive management.
Digital Relationship Manager
AXIS BANK
Navi Mumbai
10.2021 - 12.2023
- Provide financial solutions to the Priority customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Deepen the existing relationships by cross selling the Bank’s products and services/ third party investment products
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Archive targets from Life Insurance – LI, General Insurance – GI, Mutual Funds – MF, Gold, Axis Direct and Alternate Products
- Record and track all engagement activities through the CRM system
- Other Cross Sell Products – Loans, Fixed Deposit – FD, Forex, Cards.
Sales Officer Executive
HDFC BANK
Navi Mumbai
08.2020 - 10.2021
- Maintained contact with clients from beginning of a sale to after closing, providing updates, follow-through, and consultations as needed
- Represented client's best interests during purchase and sales negotiations
- Focused on being punctual, hardworking, and reliable
- Brought forth the ability to multitask and prioritize
- Brought forth a customer-centric attitude
- Answered any questions regarding inventory, sales, and Promotions.
Education
Bachelor of Commerce -
BBA’s Bunts Institute For Higher Education
Navi Mumbai03-2020
Higher Secondary School -
Vidya Bhavan High School(Nerul)
Navi Mumbai02-2015
Terna School (Nerul)
Navi Mumbai03-2013
Skills
- Good communication skills
- Quick learner
- Good leadership quality
- To manage customers
- Basic Computer Knowledge
- MS word
- Excel
- Customer Relationships
- Relationship Review Process
Marital Status
Unmarried
Activities
- To serve the employer with honesty and dignity
- To deliver the confidence and satisfy of my own skills
- To use those skills to fulfill the company goals
Disclaimer
I hereby declare all the information provided in the resume is true to my knowledge
Certification
- IRDA Certifications
- ERP Tally
- MS EXCEL
Languages
Marathi
First Language
English
Advanced (C1)
C1
Hindi
Intermediate (B1)
B1
Timeline
Relationship Manager
Kotak Mahindra Bank
12.2023 - Current
Digital Relationship Manager
AXIS BANK
10.2021 - 12.2023
Sales Officer Executive
HDFC BANK
08.2020 - 10.2021
Bachelor of Commerce -
BBA’s Bunts Institute For Higher Education
Higher Secondary School -
Vidya Bhavan High School(Nerul)
Terna School (Nerul)
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