Sunnay Sharma
Delhi
Summary
Highly motivated and results-driven Relationship Manager with experience in the banking and finance industry. Skilled in building and maintaining client relationships, promoting financial products, and ensuring customer satisfaction. Proven track record of exceeding sales targets and enhancing business growth. Strong organizational and communication skills, coupled with a background in Operations and Marketing. Adept at collaborating with cross-functional teams and providing quality service to clients. Seeking a challenging position to leverage my skills and contribute to the success of an organization.
Overview
6
6
years of professional experience
Work History
Sales Manager
IndusInd
Mohali
06.2025 - Current
- Develop and implement sales strategies to achieve forex revenue and volume targets.
- Acquire new clients (individuals, corporates, NRIs) and expand the retail forex customer base.
- Manage end-to-end forex products including outward/inward remittances, travel cards, currency notes, and trade-related transactions.
- Provide advisory support to clients on forex markets, currency risk management, and permissible transactions under FEMA/RBI guidelines.
- Build, train, and motivate the sales team to deliver high performance and customer satisfaction.
- Collaborate with operations, compliance, and marketing teams to streamline processes and enhance client experience.
Relationship Manager (Deputy Manager II)
ICICI BANK
04.2021 - Current
- Retain existing and acquire new clients, driving growth in Forex business.
- Manage Forex transactions and collaborate with various departments to ensure exceptional client service.
- Conduct regular branch and client visits, addressing customer queries and resolving issues.
- Build and maintain strong relationships with potential customers, ensuring high customer satisfaction.
- Activate existing clients for trade and Forex transactions, ensuring compliance with guidelines.
Relationship Manager
TATA AIA
02.2021 - 03.2021
- Conducted direct meetings with customers, promoting and managing life insurance portfolios.
- Acquired, retained, and nurtured relationships with business clients.
- Cultivated strong relationships with potential customers, ensuring their satisfaction.
Customer Service Officer
UTKARSH SMALL FINANCE BANK
04.2019 - 02.2021
- Promoted financial products and services to customers, contributing to the bank's objectives.
- Consistently exceeded monthly goals, driving business growth.
- Acquired, retained, and managed relationships with business clients.
- Managed corporate marketing functions, including brand awareness, advertising, and events.
- Expanded business through networking and building new client relationships.
Education
MBA - Operations and Marketing
IBS Dehradun
03.2019
B.Tech - Electronics and Communication
Baddi University
H.P04.2016
XII -
Him Academy Public School
Himachal Pardes03.2012
X -
Him Academy Public School
Himachal Pradesh03.2010
Skills
- CBS (Core Banking Solution)
- CRM
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Microsoft PowerPoint
- Microsoft Outlook
- Neo Remittance System
- New Trade System
Hobbies and Interests
- Travelling
- Trekking
- Athletics
Training
- Final Project, Consumer perspective towards various investment instruments.
- MBA Summer Internship
Awards
- Awarded as Best Relationship Manager in the region at ICICI Bank.
- Received appreciation from the Zonal Head for outstanding performance and contributions.
- Utkarsh Rattan Award recipient for outstanding service at Utkarsh Small Finance Bank.
- Utkarsh Superstar Award recipient for exceptional performance at Utkarsh Small Finance Bank.
Languages
- English
- Hindi
Timeline
Sales Manager
IndusInd
06.2025 - Current
Relationship Manager (Deputy Manager II)
ICICI BANK
04.2021 - Current
Relationship Manager
TATA AIA
02.2021 - 03.2021
Customer Service Officer
UTKARSH SMALL FINANCE BANK
04.2019 - 02.2021
MBA - Operations and Marketing
IBS Dehradun
B.Tech - Electronics and Communication
Baddi University
XII -
Him Academy Public School
X -
Him Academy Public School
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