Summary
Overview
Work History
Education
Skills
Languages
Disclaimer
Personal Information
Timeline
Generic

Tamanna Sharma

Nadaun

Summary

Experienced with building and sustaining strong client relationships and acquisition of new business through various channels & resources. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.

  • Area of operations - Working Capital limit i.e., Cash Credit Facility, Overdraft Facility, Term Loan Facility and other cross sell products of the Bank. Looking after pre and post disbursement documentation formalities.
  • Managed working capital requirements for business banking clients, ensuring tailored financial solutions. Maintained knowledge on banking products and distribution to provide optimal service support. Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
  • Recognizing and establishing strong and reliable channel partners for deeper market penetration. Building and maintaining healthy relationships with channel partners and clients.
  • Identifying and networking with prospective clients, generating business from existing accounts & personal networks for achieving business targets. Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Conducting meetings for setting up sales objectives and designing or streamlining processes to review and ensure smooth functioning of sales operations.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
  • Interacting directly with clients and redressing queries & issues to their optimum satisfaction and resolving crucial & long pending complaints; ensuring minimum TAT.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization. Complied with established internal controls and policies.
  • Extensive experience in client engagement and relationship management.
  • Created financial accounting dashboards to provide insights into key performance indicators. Established internal audit procedures to validate and improve accuracy of financial reporting.

Overview

4
4
years of professional experience

Work History

Relationship Manager-Deputy Manager

HDFC Bank
10.2024 - Current

Relationship Manager in Working Capital Department- Business Limits i.e., Cash Credit, Overdraft, Term Loan along with other Banking products.

Relationship Manager - Assistant Manager

AXIS BANK Ltd.
02.2023 - 10.2024

Relationship Manager in Working Capital Department- Business Limits i.e., Cash Credit, Overdraft, Term Loan along with other Banking products.

Service Desk Management - Assistant Manager

INDUSIND BANK
09.2022 - 02.2023

Retail Branch Banking

Junior Officer

HDFC Bank
12.2020 - 08.2022

Junior Officer in Retail Assets Banking Operations department.

Education

FINANCIAL ACCOUTING, AUDITING & TAXATION

CPA-US {PURSUING}
12-2024

MBA - FINANCE & HUMAN RESOURCES

LOVELY PROFESSIONAL UNIVERSITY
09-2022

B.COM -

NSCBM GOVT. COLLEGE
HAMIRPUR, HIMACHAL PARDESH
01.2020

Higher Secondary -

CVP Sr. Sec. School Ludhiana
01.2017

Matriculation -

SWP Sr. Sec. School Ludhiana
01.2015

Skills

  • Working capital knowledge
  • Portfolio growth & management
  • Business development
  • Product knowledge
  • Risk management
  • Customer relationship management
  • Banking
  • Loans
  • Financial reporting & Auditing & Inspection
  • Accounting

Languages

English
Hindi
Punjabi

Disclaimer

I hereby declare that all information contained in this Curriculum Vita is true & correct to the best of my knowledge. I also understand that my misrepresentation of facts in this application is sufficient to terminate my application.

Personal Information

  • Hobbies: Reading Books and Travelling.
  • Date of Birth: 01/25/2000
  • Marital Status: Single

Timeline

Relationship Manager-Deputy Manager

HDFC Bank
10.2024 - Current

Relationship Manager - Assistant Manager

AXIS BANK Ltd.
02.2023 - 10.2024

Service Desk Management - Assistant Manager

INDUSIND BANK
09.2022 - 02.2023

Junior Officer

HDFC Bank
12.2020 - 08.2022

Higher Secondary -

CVP Sr. Sec. School Ludhiana

Matriculation -

SWP Sr. Sec. School Ludhiana

FINANCIAL ACCOUTING, AUDITING & TAXATION

CPA-US {PURSUING}

MBA - FINANCE & HUMAN RESOURCES

LOVELY PROFESSIONAL UNIVERSITY

B.COM -

NSCBM GOVT. COLLEGE
Tamanna Sharma