Sitangshu Mukherjee
Relationship Manager Business Banking
Gurugram,HR
Summary
Professional with strong background in business banking. Skilled in developing and maintaining client relationships, driving financial growth, and delivering tailored solutions. Known for effective team collaboration, adaptability to changing needs, and results-focused approach. Expertise in risk assessment, financial analysis, and strategic planning. Reliable and effective at fostering trust and achieving client satisfaction.
Overview
3
3
Languages
2
2
Certificates
11
11
years of professional experience
Work History
Business Banking Relationship Manager
HDFC BANK LTD
Gurugram, Haryana
09.2022 - Current
- Designed and maintained financial models to identify and measure risks.
- Established strong working relationships with internal departments, streamlining processes and enhancing overall efficiency in serving business banking clientele.
- Collaborated with credit analysts to expedite loan approvals, ensuring timely access to funds for clients.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Branch Relationship Manager
Kotak Mahindra Bank
Faridabad, Haryana
09.2021 - 09.2022
- Spearheaded marketing efforts in catchment area, generating retail asset leads through corporate channels.
- Identified key improvement areas in customer service and cross-selling, driving targeted strategies.
- Monitored compliance with banking policies, maintaining high operational standards.
Wealth Relationship Manager
Yes Bank
New Delhi , Delhi
04.2021 - 09.2021
- Enhanced client retention through targeted strategies for wealth management portfolio expansion.
- Provided personalized financial counseling while managing diverse client accounts.
- Developed and maintained relationships with consumer and business clients to drive engagement and satisfaction.
Priority Relationship Manager
Axis Bank
Gurugram, Haryana
03.2019 - 03.2021
- Consistently exceeded monthly and quarterly sales goals.
- Enhanced client engagement by establishing strategic partnerships with lending, insurance, and service experts.
- Collaborated with management to refine loan structure pricing and improve product offerings
Preferred Relationship Manager
HDFC Bank
Gurugram, Haryana
09.2018 - 03.2019
- Managed portfolio of clients to identify financial needs and recommend tailored products, enhancing client satisfaction.
- Initiated daily communication with clients in-person and by phone to deepen relationships and foster client loyalty
- Leveraged data mining and analysis to develop targeted solutions that addressed specific business challenges.
Relationship Manager
ICICI Securities
Faridabad, Haryana
10.2015 - 09.2018
- Maintained robust relationships with retail and HNI clients for ongoing development and retention.
- Facilitated regular client reviews to understand needs and recommend appropriate products and Services
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Education
PGDM - Marketing & Finance
Accurate Institute of Management and Technology
Greater NoidaB.Sc. (H) - Computer Science
BB College
Asansol Intermediate - Science
West Bengal Council of Higher Secondary Education
Asansol Matriculation - General
West Bengal Board of Secondary Education
Asansol Skills
Lending expertise
Credit risk assessment
Portfolio management
Financial reporting
Client relationship management
Business development
Administrative skills
Certification
INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY (IRDA)
DECLARATION
I hereby declare that the information stated above is true to the best of my knowledge. PLACE:
DATE:
SITANGSHU MUKHERJEE
Timeline
Business Banking Relationship Manager
HDFC BANK LTD
09.2022 - Current
Branch Relationship Manager
Kotak Mahindra Bank
09.2021 - 09.2022
Wealth Relationship Manager
Yes Bank
04.2021 - 09.2021
Priority Relationship Manager
Axis Bank
03.2019 - 03.2021
Preferred Relationship Manager
HDFC Bank
09.2018 - 03.2019
Relationship Manager
ICICI Securities
10.2015 - 09.2018
PGDM - Marketing & Finance
Accurate Institute of Management and Technology
B.Sc. (H) - Computer Science
BB College
Intermediate - Science
West Bengal Council of Higher Secondary Education
Matriculation - General
West Bengal Board of Secondary Education