Sridevi T
Alappuzha
Summary
Relationship Manager with expertise in client relationship development and portfolio management. Demonstrated success in upselling banking products and ensuring compliance with KYC/AML regulations. Achieved significant improvements in customer satisfaction and retention through strategic relationship management and data analysis. Proficient in Salesforce and Zoho CRM platforms.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Relationship Manager
Elite Elevators
Chennai
08.2024 - 09.2025
- Achieved 65% of a ₹2.5 crore target, demonstrating strong sales and business development capabilities.
- Consistently exceeded monthly KPIs, contributing to overall team performance and branch growth.
- Implemented a customer feedback initiative that enhanced service quality, improved client satisfaction, and informed process improvements.
Relationship Manager
City Union Bank
Thrissur
11.2023 - 07.2024
- Managed a client portfolio of 180+ customers, ensuring consistent engagement, timely, and a 70 % service satisfaction score.
- Improved revenue through targeted upsell and cross-sell initiatives, contributing to a 15-20% increase in portfolio-based revenue within one year.
- Led customer success programs that reduced escalations by 30% and improved overall service response time by 25%.
- Collaborated with sales, service, and technical teams to streamline processes, resulting in 20% faster issue resolution and improved customer experience.
- Managed day to day branch banking operations Handled 50-70+ daily transactions with 100% accuracy across cash and teller operations.
- Achieved 15-25% growth in product cross-sell conversions through proactive outreach and customer engagement.
- Delivered high-quality customer service, addressing inquiries, resolving issues, and maintaining strong client relationships.
Education
Master of Business Administration - Marketing and logistics
RL Institute of Management Studies
Madurai01.2023
Bachelor of Business Administration -
Assumption College
Changanaserry, Kottayam01.2021
Skills
- Management Skills
- Creativity
- Digital Marketing
- Negotiation
- Critical Thinking
- Leadership
Languages
English
Proficient (C2)
C2
Tamil
Beginner
A1
Malayalam
Native
Native
Hindi
Beginner
A1
Certification
• BEC Certified by Cambridge English Assessment
• Microsoft Office Specialisation
• Fundamentals of Digital Marketing by IIDE
• Digital Banking Examination by IIBF
• Microsoft Office Specialisation
• Fundamentals of Digital Marketing by IIDE
• Digital Banking Examination by IIBF
Timeline
Customer Relationship Manager
Elite Elevators
08.2024 - 09.2025
Relationship Manager
City Union Bank
11.2023 - 07.2024
Master of Business Administration - Marketing and logistics
RL Institute of Management Studies
Bachelor of Business Administration -
Assumption College