Tapan Jain
Bangalore
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over [Number] years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
2
2
years of professional experience
Work History
Deputy Relationship Manager
Aditya Birla Capital
11.2022 - Current
- Strengthened client relationships by proactively addressing concerns and providing personalized solutions.
- Expanded the bank''s customer base through targeted marketing strategies and exceptional service delivery.
- Developed rapport with clients, leading to increased cross-selling of banking products and services.
- Managed a diverse portfolio of high-value accounts, ensuring financial growth for both clients and the institution.
- Collaborated with branch management to develop innovative business development initiatives that attracted new customers.
- Conducted comprehensive reviews of client portfolios, identifying opportunities for up-selling or restructuring investments.
- Coached junior team members on product knowledge and relationship management techniques, enhancing overall team performance.
- Leveraged data-driven insights to optimize sales strategies and identify high-potential prospects within untapped markets.
- Implemented efficient customer service processes that reduced response times and improved client satisfaction rates.
- Negotiated complex agreements with clients, securing mutually beneficial terms for all parties involved.
Business development Excutive
Ufaber
03.2022 - 10.2022
- Increased client base by identifying and pursuing new business opportunities through market research and networking.
- Generated revenue growth by developing and executing targeted sales strategies to expand market share.
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Negotiated contracts with key stakeholders, resulting in favorable terms for the company and long-term partnerships.
- Collaborated with cross-functional teams to identify opportunities for product improvement, driving innovation in the company''s offerings.
- Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
- Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
- Assisted marketing department in creating targeted campaigns that effectively communicated the value proposition of our products/services to potential customers.
Education
Master of Business Administration (M.B.A) -
Nmims
12.2023
Masters of Commerce (M.Com) -
University of Rajasthan
09.2021
Bechlors of Commerce (B.Com) -
S.S Jain Subodh P.G.Collage
05.2019
12th -
Popular English Sen. Sec School
03.2017
10th -
Popular English Sen. Sec School
03.2015
Skills
- Quick learner
- Financial planning processes
- Business relationship cultivation
- Sales Reporting
- Solution management
- Customer Education and Consulting
- Customer Portfolio Management
- De-Escalation Techniques
- Relationship Management
- Account Management
- Portfolio Management
- Cross-selling abilities
- Excellent Communication
- Product Knowledge
Accomplishments
• Femmae pride of India
• Performer of the month
• Highest overachiver of the month
• Been a ''shining star'' of the month for two consecutive months. • Awarded a medallion certificate for the achievement of my target.
Timeline
Deputy Relationship Manager
Aditya Birla Capital
11.2022 - Current
Business development Excutive
Ufaber
03.2022 - 10.2022
Master of Business Administration (M.B.A) -
Nmims
Masters of Commerce (M.Com) -
University of Rajasthan
Bechlors of Commerce (B.Com) -
S.S Jain Subodh P.G.Collage
12th -
Popular English Sen. Sec School
10th -
Popular English Sen. Sec School
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