SOUVIK GOON
Kolkata
Summary
Dynamic Relationship Manager with over 8 years of experience in the banking and financial services sector. Expertise in wealth management, asset allocation, and customer engagement to offer tailored investment opportunities. Successfully educated clients on diverse products and maintained high satisfaction levels, contributing to sales growth. Proven track record in sales, including bank insurance and personal loans. Eager to leverage unique skills to drive success and meet customer needs in a challenging banking sales environment.
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
3
3
Languages
14
14
years of professional experience
Work History
Relationship Manager
Emirates NBD Bank
10.2023 - 08.2025
- Educated clients about the full range of company products, services, and special offers, fostering a strong understanding of value propositions.
- Monitored service issues, keeping clients informed and ensuring satisfaction through consistent communication.
- Relayed client feedback to leadership teams, pinpointing areas for improvement and potential enhancements in service delivery.
- Cultivated extensive knowledge of company offerings to thoughtfully recommend suitable products to clients.
- Assisted clients with financial inquiries at Tropoverse Financial in Dubai.
Relationship Manager
DBS BANK
03.2020 - 08.2022
- Championed Wealth Management strategies providing tailored solutions to diverse client needs.
- Executed BANCA initiatives, integrating banking and insurance services for enhanced client value.
- Optimised asset allocation strategies to maximise clients' investment potential.
- Engaged proactively with clients to present compelling investment opportunities.
- India
Manager
Airbnb
Gurgaon
08.2017 - 02.2020
- Led cross-functional teams to enhance customer experience and operational efficiency.
- Managed project timelines and deliverables for various stakeholder initiatives.
- Developed training programs to improve staff performance and service quality.
- Oversaw the implementation of new technology systems for streamlined operations.
- Facilitated communication between departments to ensure alignment on goals.
Relationship Manager/Sales
Aracadia
01.2012 - 06.2017
- Facilitated sales of bank insurance products, enhancing clients' financial security.
- Drove credit card sales initiatives, achieving significant revenue targets.
- Promoted personal loan sales, guiding customers through the application process.
- Engaged actively with clients to surface investment opportunities tailored to their financial aspirations.
- India
Education
Bachelor of Business Administration - Marketing
Techno India
IndiaSkills
- Knowledge on Alternate Investment Products
- Sound Knowledge in Sales
- Meeting/Exceeding Targets
- MS Office
- Excel
- Powerpoint
- Client engagement
- Customer relationship management
- Strategic thinking
Languages
- English
- Hindi
- Bengali
Personal Information
- English
- Hindi
- Bengali
Languages
Bengali
First Language
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Relationship Manager
Emirates NBD Bank
10.2023 - 08.2025
Relationship Manager
DBS BANK
03.2020 - 08.2022
Manager
Airbnb
08.2017 - 02.2020
Relationship Manager/Sales
Aracadia
01.2012 - 06.2017
Bachelor of Business Administration - Marketing
Techno India