Sonal Singh
Pune
Summary
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Senior corporate banking professional with proven track record of more than 10+ years of expertise in driving financial growth and enhancing client relationships. Strong focus on team collaboration and achieving results, adaptable to changing needs. Expertise in risk management, financial analysis, and strategic planning. Known for reliability and leadership in high-stakes environments. Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Senior Manager, Corporate Banking
ICICI Bank
12.2023 - 04.2025
- Onboarded business banking clients by conducting in-depth research on their business domains, aligning objectives, while ensuring AML compliance and safeguarding bank interests.
- Conducted thorough due diligence for business banking clients, ensuring compliance with regulatory standards.
- Delivered extensive KYC and re-KYC services to high-net-worth individuals (HNWIs), ensuring seamless account operations.
- Led cross-functional teams to enhance customer service strategies and improve client satisfaction scores.
- Collaborated with senior leadership to establish key performance indicators, driving accountability and efficiency throughout operations.
- Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
Senior Manager
IndusInd Bank
04.2023 - 12.2023
- Analyzed market trends and customer insights to optimize branch operations and refine product offerings.
- Led cross-functional teams in launching innovative retail banking products, achieving a 10% increase in market share.
- Streamlined the onboarding process for new HNWI clients through an efficient online KYC platform.
- Integrated business banking clients into systems with comprehensive KYC, KYB, and KYT processes.
- Identifying red flags or vulnerabilities regarding suspicious transactions, and reporting them to the concerned teams.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
Virtual Relationship Manager
HDFC Bank LTD
09.2019 - 04.2023
- Managed portfolio of high-net-worth clients, delivering customized financial solutions and fostering relationships.
- Well versed with CRM software for individual client profile updation and assessing to client past interactions and recording the same.
- Worked on sprinkler for outbound calling for product pitching according to high client propensity according to purchase parity and NBA.
- Well versed with Flexcube, CBCI and Finnone for reviewing client's financial history, credit card transactions and current/past loan status of PL and BL.
- Drive the team usually for maximum product pitching and pitch positive customer feedback link.
- Presented data on pre-approved offers and services, analyzing purchasing patterns for improved targeting.
- Collaborated with departments to offer integrated retail products and management services.
- Implemented extensive online KYC platform for efficient onboarding of savings account clients through digital onboarding journey.
- Achieved quarterly targets through cross-selling bank asset and liability products, enhancing portfolio credibility.
- Ensured effective and maximum product penetration at client portfolio level to drive sales and revenue growth.
Customer Service Executive
DCB Bank
08.2018 - 08.2019
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Described product and service details to customers to provide information on benefits and advantages.
- Contributed towards improving overall customer feedback scores by consistently delivering high-quality service experiences.
- Leveraged strong interpersonal skills to build lasting relationships with customers, fostering brand loyalty and repeat business.
Deputy Manager - Corporate Salary
Kotak Life Insurance
06.2017 - 12.2017
- Developed strategic plans to drive life insurance sales, achieving a 12% growth rate.
- Conducted market analysis to identify opportunities for product innovation and expansion.
Senior Development Manager
HDFC Life Insurance
02.2016 - 06.2017
- Achieved insurance business targets through collaboration with branch relationship managers.
- Led development teams to enhance features and functionality of insurance products.
- Aligned project goals and timelines by engaging with cross-functional departments.
- Facilitated training sessions for team members on new insurance products.
- Drove assigned branches to meet quarterly life insurance targets while ensuring compliance.
Customer Service Officer
Mphasis
02.2015 - 01.2016
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Provided constructive feedback to peers and management on potential process improvements, aiding continuous enhancement of service quality.
- Increased customer retention with prompt follow-ups on pending issues and proactive problem-solving strategies.
Career Counselor
NIIT LTD
02.2014 - 01.2015
- Guided clients through career assessments to identify strengths and interests.
- Developed personalized career action plans for diverse client populations.
- Conducted workshops on resume writing and interview preparation techniques.
- Collaborated with educational institutions to enhance job placement opportunities.
Education
Bachelor of Business Administration (BBA) - Management Studies
Dayanand Academy of Management Studies
KanpurMaster of Business Administration (MBA) - HR & Marketing
Dayanand Academy of Management Studies
KanpurSkills
- Strategic planning
- Cross-functional teamwork
- Documentation and reporting
- Staff training and development
- Data analysis
- Teamwork and collaboration
- Task prioritization
- Customer relationship management
Certification
NISM/AMFI Certified
IRDA Certified
IRDA Certified
Personal Information
Accomplishments
Runner up in Hunar for group dancing
Timeline
Senior Manager, Corporate Banking
ICICI Bank
12.2023 - 04.2025
Senior Manager
IndusInd Bank
04.2023 - 12.2023
Virtual Relationship Manager
HDFC Bank LTD
09.2019 - 04.2023
Customer Service Executive
DCB Bank
08.2018 - 08.2019
Deputy Manager - Corporate Salary
Kotak Life Insurance
06.2017 - 12.2017
Senior Development Manager
HDFC Life Insurance
02.2016 - 06.2017
Customer Service Officer
Mphasis
02.2015 - 01.2016
Career Counselor
NIIT LTD
02.2014 - 01.2015
Bachelor of Business Administration (BBA) - Management Studies
Dayanand Academy of Management Studies
Master of Business Administration (MBA) - HR & Marketing
Dayanand Academy of Management Studies