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Virtual Relationship Manager - Imperia banking

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Relationship Manager with 12+ years of banking and financial sales experience in India & UAE, specializing in HNI portfolio management, wealth products, and AUM growth. Seeking opportunities in Wealth Management / Priority Banking to deliver client-focused investment solutions.

Dynamic professional with expertise in client retention methods and strategic planning, complemented by a strong aptitude for crisis handling and risk assessment. Demonstrates proficiency in public relations and social media marketing, leveraging these skills to enhance customer-facing roles and contact Centre service operations. Adept at managing inventory and ensuring compliance with banking procedures, including KYC compliance. Committed to delivering exceptional service in healthcare settings, with a focus on account performance reporting and maintaining calm under pressure. Career goals include advancing within the field of public relations to drive impactful communication strategies.

Client-centric Banking Relationship Manager with 5+ years of experience specializing in Trade Finance, Forex, and Virtual Banking Services. Expertise in maximizing Wallet Share through aggressive cross-selling of Trade and FX products and strategic Pricing Strategy negotiation. Proven track record at Mashreq Bank (managed remotely from Bangalore, India) and ICICI Bank in managing complex cross-border solutions including Buyer’s Credit, Transfer LCs, and Assignment of Proceeds. Dedicated to delivering high-touch service while maintaining 100% adherence to UAE Central Bank and RBI compliance standards.

Banking professional with over 19 years of expertise in regulatory compliance and risk management. Proven track record in Retail Asset Operations, Business Banking Operations, and Customer Service. Strong analytical skills and ability to implement effective compliance strategies that enhance operational efficiency.

Surbhi Vaidya

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Virtual Relationship Manager - Imperia banking

Deputy Manager

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Diploma - Banking

B.SC - physics, Chemistry & Maths

Business Analysis Certification (ECBA Trained) -

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Virtual Relationship Manager - Imperia banking

Deputy Manager

Diploma - Banking

B.SC - physics, Chemistry & Maths

Business Analysis Certification (ECBA Trained) -

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