Knowledge enhancement and learning
Sumayya Abdul Aziz Charangan
Priority Relationship Manager.
Mumbai
Summary
To secure a responsible position, where I can contribute to the successful growth of the organization by using my skills, abilities and hard work.
Experienced with managing high-net-worth client relationships, providing personalized banking solutions to meet individual financial needs. Utilizes strategic financial planning and risk assessment to optimize client portfolios and enhance satisfaction. Track record of fostering long-term client loyalty through exceptional service and effective communication.
Overview
13
13
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Priority Banking Relationship Manager
Standard Chartered Bank
10.2024 - Current
- Consistently exceeded sales targets through proactive prospecting efforts and strong relationship-building skills.
- Enhanced client satisfaction by providing personalized financial advice and exceptional customer service.
- Increased assets under management by identifying opportunities for portfolio growth through targeted investments.
- Ensured strict adherence to regulatory compliance guidelines while maintaining a high level of confidentiality in handling sensitive client information.
- Developed and maintained strong relationships with high-net-worth clients, leading to long-term loyalty and trust.
AVP 2 - Pioneer Relationship Manager
Indusind Bank
07.2023 - 10.2024
- Actively source New to Bank customers for Asset as well as Liability business to build a new portfolio adhering to the parameters related to minimum revenue threshold from the NTB relationship.
- Maximise RBL share of wallet through cross selling transaction banking products.
- Ensure all sales processes are properly followed and activity data is updated in the system within stipulated timelines.
- Maintaining quality of portfolio for Asset customers and Liability customers by regular visiting and interacting and monitoring business activities.
- Develop proficiency in job related skills through exposure to training programs.
- Minimize customer complaints received. Handle customer inquiries and complaints in a way that demonstrates excellent service.
AVP - Preferred Relationship manager
RBL Bank
11.2020 - 07.2023
- Actively source New to Bank customers for Asset as well as Liability business to build a new portfolio adhering to the parameters related to minimum revenue threshold from the NTB relationship.
- Maximize RBL share of wallet through cross selling transaction banking products.
- Ensure all sales processes are properly followed and activity data is updated in the system within stipulated timelines.
- Maintaining quality of portfolio for Asset customers and Liability customers by regular visiting and interacting and monitoring business activities.
- Develop proficiency in job related skills through exposure to training programs.
- Minimize customer complaints received. Handle customer inquiries and complaints in a way that demonstrates excellent service.
Sr Cluster Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LTD, HDFC Bank channel
05.2018 - 10.2020
- To derive Insurance Business from assigned HDFC Banca Chanel in a cluster
- To convince the relationship so they can convince their customer to invest in the Birla SunLife Insurance
- To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship
- Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter
- Responsible for ensuring efficiencies in distribution by periodically reviewing the business provided by the Channel partner
- Responsible for post sales service, MIS maintenance at his level, daily activity reporting & partially for renewals
- Grooming and development of the team
- Ensuring team goal sheet target met.
Sr Financial Manager | Wealth Manager
YES Bank Ltd
07.2017 - 04.2018
- Actively source New to Bank customers for Asset as well as Liability business to build a new portfolio adhering to the parameters related to minimum revenue threshold from the NTB relationship.
- Maximize RBL share of wallet through cross selling transaction banking products.
- Ensure all sales processes are properly followed and activity data is updated in the system within stipulated timelines.
- Maintaining quality of portfolio for Asset customers and Liability customers by regular visiting and interacting and monitoring business activities.
- Develop proficiency in job related skills through exposure to training programs.
- Minimize customer complaints received. Handle customer inquiries and complaints in a way that demonstrates excellent service.
Deputy Manager
KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE
05.2012 - 07.2017
- Channel Management of Privy League-Premier banking Channel of Kotak Mahindra Bank.( HNI /NRI Customers)
- Responsible for Analyzing the assigned Branches Privy RMs potential and his Customer Base which he/she will be associated with & use it logically for business development
- Responsible for ensuring efficiencies in distribution by periodically reviewing the business provided by the Channel partner
- Responsible for post sales service, MIS maintenance at his level, daily activity reporting & partially for renewals
- Responsible for adherence to the code of conduct of the unit and confirmation to all financial and administrative systems
- Responsible for ensuring engagement of partners with the Company to ensure a long term and productive relationship by supporting them with regular training on products and regulations.
Education
PGDFM - Accounts and Finance.
Welingkar Institute of Management
B.com -
Mumbai University
LLB - Law
SNDT Women's Law College
Mumbai, India 04.2001 -
Skills
Professionalism and strong work ethic
Certification
Advance Diploma in web designing from Globenet institute.
Languages
English, Hindi & Urdu.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteHybridImportant To Me
Career advancementCompany CultureWork-life balanceInterests
Timeline
Priority Banking Relationship Manager
Standard Chartered Bank
10.2024 - Current
AVP 2 - Pioneer Relationship Manager
Indusind Bank
07.2023 - 10.2024
AVP - Preferred Relationship manager
RBL Bank
11.2020 - 07.2023
Sr Cluster Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LTD, HDFC Bank channel
05.2018 - 10.2020
Sr Financial Manager | Wealth Manager
YES Bank Ltd
07.2017 - 04.2018
Deputy Manager
KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE
05.2012 - 07.2017
LLB - Law
SNDT Women's Law College
04.2001 -
PGDFM - Accounts and Finance.
Welingkar Institute of Management
B.com -
Mumbai University
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