Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Languages
Personal Information
Accomplishments
Certification
Timeline
Generic
Snigdhamayee Rout

Snigdhamayee Rout

Hyderabad

Summary

Dynamic Assistant Manager with a proven record in customer engagement and KYC proficiency at WEALTHAPP Finance Simplified. Successfully spearheaded initiatives that significantly improved client satisfaction and compliance, contributing to substantial business growth. Expertise in managing affluent client relationships and utilizing Power BI for data-driven insights. Committed to fostering strong relationships and driving sales through proactive engagement strategies.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Assistant Manager-Client Relations

WEALTHAPP Finance Simplified
Hyderabad
11.2024 - Current
  • Addressed client questions and expedited complaint resolutions efficiently.
  • Developed strategies to enhance operational quality in alignment with company benchmarks.
  • Assessed market trends within sales figures to optimize business strategies.
  • Verified accomplished work for alignment with consistency, excellence, and regulations.
  • Cooperated with leadership on crafting strategies for achieving organizational targets.
  • Conducted routine individual meetings to assess employee performance and set priorities.
  • Facilitated activities to promote a positive workplace culture.
  • Develop a healthy pipeline and opportunities by cold and warm calls, and drive them towards closure.
  • Market research, campaign management, and lead generation within the best services offered by geography.
  • Arrange meetings with clients
    Plan initiatives to reach the target through appropriate channels.
  • Regular follow-up with prospects is needed to ensure the future course of action.
  • Energetic, competent & result oriented professional
    Excellent negotiation and inter-personal skills with demonstrated history in over achieving the targets.

Customer Relationship Manager

ICICI Bank
HYDERABAD
05.2022 - Current
  • Manage a portfolio of ₹126 Cr, ensuring client satisfaction, retention, and business growth.
  • Build and maintain strong relationships with high net-worth individuals, providing personalized banking services to meet their financial needs.
  • Proactively pitch and cross-sell bank products and services, expanding client portfolios, and increasing overall engagement.
  • Assist clients with KYC-related issues, ensuring compliance with regulatory requirements and smooth onboarding processes.
  • Conduct regular reviews and offer strategic advice on client investments and banking solutions.
  • Lead initiatives to improve customer experience, resulting in enhanced service levels and quicker turnaround times for queries and complaints.

KYC Analyst

ICICI Bank
Hyderabad
05.2022 - Current
  • Streamlined KYC and AML processes, improving compliance and operational efficiency.
  • Worked closely with internal teams to resolve KYC discrepancies and ensure timely account verification.
  • Reviewed customer documents and information to ensure compliance with KYC regulations.
  • Verified customer identity using public records, financial databases, and other resources.

Education

POST GRADUATE DEPLOMA IN BANKING - Banking And Financial Support Services

ICICI MANIPAL ACADEMY
Bengaluru, Karnataka
05-2023

Bachelor of Science - Mathematics

BABA BHAIRABANANDA(AUTO)MAHAVIDHYALAYA
Odisha
05-2021

Skills

  • Customer Engagement Strategies
  • Comprehensive Portfolio Analysis
  • KYC and AML Proficiency
  • Sales Enhancement Techniques
  • Proactive Client Engagement
  • Comprehensive Financial Assessment
  • Affluent Client Relations
  • Management Information Systems Generation
  • Power BI
  • Service-oriented Communication

Hobbies and Interests

Reading books, especially on the stock market and finance.

Playing games like cricket, carom.

Languages

  • English
  • Hindi
  • Odia

Personal Information

  • Title: Account Manager
  • Date of Birth: 07/15/1998
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Single
  • Religion: Hindu
  • Visa Status: Yes

Accomplishments

  • Successfully managed a high-value portfolio and consistently met service and revenue targets.
  • Recognized for outstanding customer satisfaction and client retention initiatives.
  • Improved KYC turnaround time by 20%, ensuring faster onboarding and enhanced client satisfaction.

Certification

NISM Certified (2023)

Timeline

Assistant Manager-Client Relations

WEALTHAPP Finance Simplified
11.2024 - Current

Customer Relationship Manager

ICICI Bank
05.2022 - Current

KYC Analyst

ICICI Bank
05.2022 - Current

POST GRADUATE DEPLOMA IN BANKING - Banking And Financial Support Services

ICICI MANIPAL ACADEMY

Bachelor of Science - Mathematics

BABA BHAIRABANANDA(AUTO)MAHAVIDHYALAYA

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Snigdhamayee Rout