Relationship Manager,
Branch Banking
07/2024-Present | Pune, India
Key Responsibilities:
- Built and maintained strong relationships with customers, understanding their financial needs and providing personalized solutions.
- Conducted needs assessments, presented banking products and services, and addressed customer queries and concerns.
- Worked closely with the branch team to achieve sales targets, expand customer base and enhance customer satisfaction.
- Ensured compliance with banking regulations, policies and procedures.
Regional Service Manager
04/2022 - 07/2024| Ahmedabad, India.
Unsecured Assets Business.
Key Responsibilities:
- Monitored and reported on zonal-level performance, providing insights and recommendations to the Zonal Head and senior management.
- Developed and maintained MIS reports to track business metrics, such as sales, revenue, customer acquisition, and portfolio quality.
- Provided regular updates and insights to the RBH office, enabling data-driven and strategic planning.
- Scheduled and led review meetings with RMs, RHS, and RH to review business performance, discuss challenges and set goals.
- Analyzed sales data and performance metrics to identify trend, opportunities, and areas for improvements.
- Conducted joint calls with the Zonal head to align business objectives, address challenges, and drive growth.
Relationship Manager, Credit Cards
07/2021 - 03/2022. |Ahmedabad, India.
Key responsibilities:
- Developed and executed business growth strategies through DSA channel partners.
- Provided training and support to DSA channel partners to enhance sales performance.
- Built and maintained strong relationships with customers, identifying opportunities to cross-sell and upsell bank products and services.
INTERNSHIP
ICICI Bank Ltd.
03/2021 - 04/2021 | Betul, India.
Job Roles & Responsibilities: To generate leads for QR and POS machines, I learned about ICMC and online fund transfers, such as IMPS, NEFT, and RTGS. Joint visit with DBM and PB for business.