Suraj Singh
Muscat
Summary
Results-driven Corporate Relationship Manager with extensive experience in the financial industry. Proven track record in client retention strategies, financial analysis, and strategic planning. Skilled in leading teams to achieve targets while delivering customized solutions and exceptional service. Proficient in communication and problem-solving, fostering strong business relationships to drive growth. Proven track record of improving operational efficiency through innovative relationship management strategies.
Overview
10
10
years of professional experience
Work History
Corporate Relationship Manager
Modern Exchange LLC
Muscat
05.2024 - Current
- Managed branch operations to enhance remittance services and optimize foreign currency sales.
- Acquired and managed corporate clients, fostering long-term relationships.
- Developed sales and marketing strategies to drive revenue growth.
- Strengthened relationships with clients through effective communication and service delivery.
Manager
ICICI Securities
05.2023 - 12.2023
- Managed equity investment products for Partners Bank to drive revenue growth.
Developed strategic partnerships with financial institutions to enhance distribution channels.
Conducted market analysis to identify trends and optimize product offerings.
Coordinated training sessions for partners to ensure effective product knowledge.
Monitored performance metrics to assess channel effectiveness and profitability.
Cluster Manager
AXIS DIRECT
12.2021 - 04.2023
- Acquired Axis Direct account from Bank Resources, increasing market reach.
Trained and educated clients on investment equity products to enhance financial literacy. - Led teams to ensure adherence to operational standards and service quality.
- Implemented strategic plans to drive business growth and operational efficiency.
- Provided guidance and support to staff on operational procedures, policies and processes.
Deputy Manager
Kotak Securities (KSL)
12.2017 - 10.2021
- Streamlined acquisition process for Demat Accounts, enabling seamless trading and investment in equity-related products.
- Analyzed market trends to inform investment decisions and client recommendations.
- Coordinated investment strategies and provided market insights to clients.
Relationship Manager
Arham Share Consultants
06.2016 - 11.2017
- Developed and implemented client engagement strategies resulting in a 20% increase in client retention
- Conducted financial portfolio analysis, identifying opportunities that led to a 15% increase in client investments
- Organized and hosted monthly financial literacy seminars, educating over 100 clients on investment strategies and risk management
Relationship Executive
Tradebulls
09.2015 - 05.2016
- Initiated and nurtured client relationships, resulting in a 20% increase in client base within 6 months.
- Developed and implemented effective sales strategies that led to a 15% growth in revenue over a year.
- Conducted financial analysis and market research, leading to the identification of new investment opportunities and an improved client portfolio performance.
Education
Bachelor of Commerce -
Mumbai University
Saket College 04-2014
12th - Higher Secondary Certificate- English
Saket College, Mumbai University
Maharashtra01.2011
10th - Secondary School Certificate-English
Chetana School - Mumbai University
Maharashtra01.2009
Skills
- Team coordination and leadership
- Sales management and strategy
- Channel sales management
- Client relationship management
- Market analysis and strategy
- Financial portfolio analysis
- CRM software proficiency
- Investment product expertise
- Effective communication skills
- Business trend analysis
- Sales proficiency and effectiveness
- Relationship cultivation
- Wealth management expertise
Languages
English, Hindi
Hobbies and Interests
Playing Cricket
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Corporate Relationship Manager
Modern Exchange LLC
05.2024 - Current
Manager
ICICI Securities
05.2023 - 12.2023
Cluster Manager
AXIS DIRECT
12.2021 - 04.2023
Deputy Manager
Kotak Securities (KSL)
12.2017 - 10.2021
Relationship Manager
Arham Share Consultants
06.2016 - 11.2017
Relationship Executive
Tradebulls
09.2015 - 05.2016
Bachelor of Commerce -
Mumbai University
12th - Higher Secondary Certificate- English
Saket College, Mumbai University
10th - Secondary School Certificate-English
Chetana School - Mumbai University
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