SUMI MAHATO
kolkatta
Summary
Dynamic Elite Relationship Manager with a proven track record at Kotak Mahindra Bank, excelling in client acquisition and relationship management. Expert in wealth management portfolios and regulatory compliance, I fostered client loyalty through proactive service and innovative solutions, driving significant business growth and enhancing customer satisfaction.
Overview
5
5
years of professional experience
Work History
As a Elite Relationship Manager
Kotak Mahindra Bank
kolkatta
06.2023 - Current
- Achieved client loyalty through quality, productivity, service and proactive management.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Relationship Manager
ICICI Bank
Kolkatta
10.2021 - 06.2023
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Implemented CRM systems for tracking client interactions and improving service delivery.
Branch Banking Sales Leader
SBI Cards
Uttarpara
09.2020 - 08.2021
- Created and maintained customer relationships through regular follow-up activities.
- Sought out new business continuously through established pipelines and novel prospecting techniques.
- Managed all aspects of order fulfillment, including invoicing, shipping, returns processing.
Education
Bachelor of Commerce - Accounts
Calcutta University
Kolkata04-2015
Higher Secondary - Commerce
Uttarpara Girls High School
Uttarpara12-2011
Secondary -
Uttarpara Girls High School
Uttarpara12-2009
Skills
- Wealth management portfolios
- Banking
- Client acquisition
- Financial planning processes
- Relationship building and management
- Wealth management offerings
- Regulatory compliance
- New business generation
- Product knowledge
- Team leadership
Accomplishments
- Got P4( Over Achier ) rating in financial year of 2023-2024 in Kotak Mahindra Bank.
- Got a Designation Promotion In October 2024 as Deputy Manager to Manager in Kotak Mahindra Bank.
- Got appreciation for outstanding contribution to High Value Relationship and become winner up in CASA Champ in 2023-2024 in Kotak Mahindra Bank
- Got Certificate And Award of appreciation through out the year for outstanding contribution in Life Insurance business and become winner up in 2023 - 2024 across all contest in Kotak Mahindra Bank.
- Got Certificate And Award of appreciation through out the year for outstanding contribution in General Insurance business and become winner up in 2023 - 2024 across all contest in Kotak Mahindra Bank.
- Got a Designation Promotion April 2022 as Relationship Officer to (NCA) Relationship Manager in ICICI Bank.
- Certificate of appreciation for outstanding contribution to banking business and become winner up in CASA Champ in 2022 in ICICI Bank.
- Certificate of appreciation for outstanding contribution to banking business and become ZH Club in EPL Contest in 2022 in ICICI Bank.
- Certificate of appreciation for outstanding contribution to Credit Card business and become winner up in 2020-2021 in SBI Cards.
Languages
Hindi
First Language
Bengali
Advanced (C1)
C1
English
Elementary (A2)
A2
Affiliations
- Like to Listen any type of music
- Like to Cooking
- Animal Lover & also like to spend time with them
Key Result Areas
- Building and maintaining long-term relationships with customers.
- Advising and selling financial products (Mainly Current Accounts, Savings Accounts, Life insurance, BLG,CASA Value, Digital Banking ,General Insurance etc.) to the customer to cater his needs and financial gains.
- Providing seamless and superior service delivery.
- Ensuring compliance with key regulatory and bank level requirements.
- Managing Customer Relationship including interaction with customers for providing effective resolution of their problems & queries.
- Conceptualizing marketing activities for successful launching of new products.
- Formulating & implementing sales promotion plans and new concepts to generate increased sales for achievement of revenue targets.
- Ensuring maximum brand visibility / display at minimum space management.
Personal imformation
- Date of birth : 28th February ,1993
- Father’s Name : Mr.Chandu Mahato
- Nationality : Indian
- Sex : Female
- Religion : Hinduism
- Marital Status : Single
Timeline
As a Elite Relationship Manager
Kotak Mahindra Bank
06.2023 - Current
Relationship Manager
ICICI Bank
10.2021 - 06.2023
Branch Banking Sales Leader
SBI Cards
09.2020 - 08.2021
Bachelor of Commerce - Accounts
Calcutta University
Higher Secondary - Commerce
Uttarpara Girls High School
Secondary -
Uttarpara Girls High School