SUMIT SINGH
Prayagraj
Summary
Results-driven Relationship Manager with 5 years of experience at Kotak Mahindra Bank ,Yes Bank & Vedantu. Specialized in managing high-value client portfolios, providing comprehensive financial solutions, and driving business growth. Strong background in customer relationship management, sales of banking products, and wealth advisory. Consistently achieved sales targets while ensuring high levels of client satisfaction and retention.
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
8
8
years of professional experience
Work History
Elite Relationship Manager
Kotak Mahindra Bank
12.2023 - Current
- Managed a portfolio of high-net-worth individuals (HNWIs) and corporate clients, providing tailored banking and financial services to meet their unique needs
- Generated revenue growth by cross-selling a variety of banking products, including wealth management, loans, and investment options
- Conducted regular financial assessments, offering personalized investment advisory services to clients, improving portfolio performance
- Ensured compliance with bank policies and regulatory standards, minimizing risk and ensuring operational excellence
NRI Relationship Manager
Yes Bank
11.2021 - 12.2023
- Managed a portfolio of NRI clients, providing comprehensive banking solutions, including savings accounts, fixed deposits, mutual funds, insurance, and foreign currency services
- Delivered personalized financial advice on investment options, cross-border remittances, and wealth management tailored to the unique needs of NRI customers
- Collaborated with internal teams to provide seamless services such as forex, tax solutions, and regulatory compliance for cross-border transactions
- Successfully increased NRI client acquisition by 20% through targeted engagement, referrals, and proactive customer outreach
- Facilitated smooth on-boarding of NRI clients by helping them navigate regulatory requirements such as KYC, FATCA, and FEMA guidelines
- Ensured high levels of client satisfaction through consistent follow-up, regular financial reviews, and timely resolution of customer queries and complaints
Academic Counselor
Vedantu Online Education
05.2017 - 06.2019
- Managed caseloads of diverse learners, addressing individual needs through tailored counseling approaches.
- Maintained confidentiality while managing sensitive information related to students'' personal and academic histories.
- Assisted in the development of academic plans, setting achievable goals for students'' educational progress.
- Developed effective relationships with local colleges/universities representatives for improved college placement rates.
- Collaborated with faculty members to identify at-risk students and develop targeted intervention strategies.
Education
MBA - FOREIGN TRADE
Banaras Hindu University
Varanasi, India09.2021
Skills
- Wealth management
- Financial planning
- Adaptability
- Leadership
- Time Management
- Customer relationship management
Languages
English
Hindi
Personal Information
Date of Birth: 01/16/97
Timeline
Elite Relationship Manager
Kotak Mahindra Bank
12.2023 - Current
NRI Relationship Manager
Yes Bank
11.2021 - 12.2023
Academic Counselor
Vedantu Online Education
05.2017 - 06.2019
MBA - FOREIGN TRADE
Banaras Hindu University
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