Himansha Kandari
New Delhi
Summary
Dynamic Relationship Manager with extensive experience at Yes Bank Ltd., excelling in client acquisition and cross-selling financial products. Proven track record of enhancing customer satisfaction and achieving sales targets. Skilled in account management and effective communication, driving revenue growth while fostering strong client relationships. Recognized for outstanding performance in personal and auto loans.
Overview
10
10
years of professional experience
Work History
Preima Relationship Manager
Yes Bank Ltd.
2023.09 - Current
- Achieve annual targets for branch set in AOP (Annual operative plan)
- Make action plan and strategize to get profit through branch operations and cross sell.
- Keep up to date with product to provide suitable advice to the customers
- Reduce the waiting time for customers in branch.
- Increase the customer satisfaction know the value bankers (VBs) productivity and revenue generation.
- Ensure smooth functioning of the branch and follow banking norms.
- Responsible for monitoring business, compliance and operations responsible for taking decisions that are cost effective and generate revenue.
- Monitor the branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to the customer.
Business Development Manager
Standard Chartered Bank
2023.01 - 2023.09
- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
- Ensures high levels of customer service orientation and application of bank policy.
- Cross-sells existing bank products to customers.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship records for assigned customer accounts.
- Tracks customer complaints / queries and turnaround times for customer satisfaction.
Preferred Manager
HDFC BANK Ltd
2018.03 - 2022.05
- Managing daily conversation with preferred customer of bank and providing authentic services to customers.
- Cross selling Banking Products Personal Loan, Credit Card and generating leads for Home Loan, Auto Loan Demat.
- Cross selling third party products.
- Life Insurance, General Insurance Managing portfolio of 1500 clients.
Senior Officer
ICICI Bank Ltd
2015.11 - 2017.11
- Managing daily operations and generating business by giving services to existing customer.
- Products Managed-Personal Loan, Credit Card, and Debit Card.
- Respond to customer queries, concerns and create positive solution.
- Expertise in Team Management, accelerating growth and achieving desired goal.
- Skills in developing strong business relationships with customers, experience in Managing large accounts as well.
- Awarded as best Performer in Auto Loans
- Awarded as best Performer in Personal loans
- Awarded as excellent contribution in Consumer Durable Loans
- Awarded in contribution to Bull Run (HDFC Securities)
Skills
- Customer relationship management
- Sales strategy development
- Financial product knowledge
- Account management
- Client acquisition
- Customer service
- Cross-selling techniques
- Networking skills
- Time management
- Wealth management
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Preima Relationship Manager
Yes Bank Ltd.
2023.09 - Current
Business Development Manager
Standard Chartered Bank
2023.01 - 2023.09
Preferred Manager
HDFC BANK Ltd
2018.03 - 2022.05
Senior Officer
ICICI Bank Ltd
2015.11 - 2017.11