Twinkle Singh
Ankleshwar
Summary
Seasoned banking professional with over 9 years in client relationship management, financial product sales, and team leadership. Track record of increasing revenue, growing client portfolios, and offering personalized financial solutions. Proficient in strategic communication, cross-functional teamwork, and consistently exceeding performance targets in competitive settings.
Overview
8
8
years of professional experience
1
1
Certification
Work History
DEPUTY MANAGER - GRADE 2
ICICI BANK
08.2022 - Current
- Successfully managed client relationships by identifying key decision-makers, understanding customer needs, and delivering tailored solutions to drive satisfaction and loyalty.
- Resolved client issues promptly while coordinating with crossfunctional teams to maintain high service standards.
- Actively promoted upselling and cross-selling opportunities, supported contract renewals, and initiated outreach to potential customers, contributing to sustained business growth and portfolio expansion.
CUSTOMER SERVICE EXECUTIVE
HDFC BANK
02.2021 - 05.2022
- Served as the first point of contact for walk-in customers, delivering prompt service, handling inquiries, and providing detailed product information.
- Managed account openings for savings, current, and fixed deposit accounts, along with processing foreign currency cheque collections and issuing balance confirmations.
- Actively cross-sold banking products and digital channels to deepen relationships.
- Obtained quality referrals for new accounts and demat services through customer interactions.
- Ensured accurate report generation, document handling, and account servicing, contributing to customer retention and portfolio growth.
SALES EXECUTIVE
HDB FINANCIAL SERVICES
12.2017 - 01.2021
- Conducted thorough market research to uncover sales opportunities and assess customer needs, leading to targeted outreach via calling, networking, and social media.
- Engaged prospects through client meetings, product presentations, and solution-based discussions to build trust and generate interest.
- Played an active role in exhibitions and conferences, contributing to brand visibility and lead generation.
- Negotiated and closed deals while addressing objections, collaborating closely with internal teams to improve outcomes and customer satisfaction.
- Maintained detailed sales reports and financial data, ensuring accurate tracking and consistent performance evaluation.
Education
MBA - Finance
Dr. D.Y. Patil Vidyapeeth
Pune01-2023
B.COM - Banking and Finance
MSU
Baroda01-2017
Intermediate - 12th
Kendriya Vidyalaya
Ankleshwar, GJ2014
Skills
- Financial Acumen
- Client Relationship Management
- Sales & Business Development
- Team Leadership
- Client relationship management
- Customer needs assessment
- Contract negotiation
- Sales reporting
- Adaptive problem solving
- Customer relationship building
- Operational support
Certification
- National Institute of Securities Markets (NISM)
- Insurance Regulatory and Development Authority of India (IRDAI)
Hobbies and interests
- Outdoor Activities
- Intellectual Pursuits
- Outdoor Activities
- Fitness & Sports
- Creative Arts
Accomplishments
- Portfolio Growth: "Managed a ₹150 crore+ portfolio for high-net-worth clients, ensuring a 32% increase in customer retention".
- Revenue Generation: "Developed strategic banking solutions resulting in a 22% increase in corporate client acquisition".
- Risk Mitigation: "Reduced non-performing assets by 15% through improved credit risk assessment techniques".
- Efficiency Improvements: "Implemented digital banking initiatives that boosted mobile app adoption by 40%".
- Sales/Targets: "Consistently exceeded quarterly sales targets by 20% for loans and insurance products".
Disclaimer
I do hereby declare that the above particulars of information and facts stated are true, correct, and complete to the best of my knowledge and belief.
Twinkle Singh,
Ankleshwar, Gujarat
Timeline
DEPUTY MANAGER - GRADE 2
ICICI BANK
08.2022 - Current
CUSTOMER SERVICE EXECUTIVE
HDFC BANK
02.2021 - 05.2022
SALES EXECUTIVE
HDB FINANCIAL SERVICES
12.2017 - 01.2021
MBA - Finance
Dr. D.Y. Patil Vidyapeeth
B.COM - Banking and Finance
MSU
Intermediate - 12th
Kendriya Vidyalaya