Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Languages
Timeline
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Suraj Singh

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
Maharashtra
01.2011

10th - Secondary School Certificate-English

Chetana School - Mumbai University
Maharashtra
01.2009

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
Suraj Singh