UJALA V SINGH
Navi Mumbai
Summary
Dynamic banking professional with overall 13 years of work experience in banking industries, excelling in customer service management and team leadership. Proven track record in acquiring high-value NRI clients and consistently achieving top performance in life insurance sales. Skilled in portfolio management and performance tracking, driving revenue growth through strategic cross-selling initiatives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
NRSM - Assistant Vice President
RBL Bank
Navi Mumbai
09.2024 - Current
- Joined as NRSM, a leadership position in the grade of Assistant Vice President, and management of the existing portfolio of assigned branches under the cluster.
- Handling a team of five people.
- New to bank acquisition of NRI customers through assigned branches.
- Maintains complete relationships for assigned customer accounts.
- Tracks customer complaints, queries, and turnaround times to ensure a high level of customer satisfaction, and provides information for product and service enhancements.
- Excellent command of product and process knowledge.
- Ability to function in, and add to, the performance of a NR Champions.
- Ensure the NR Channel meets its overall revenue.
- Cross sells all third-party products.
- To maintain MIS for all acquisition figures and account upgrades.
NRI Senior Relationship Banker
IDFC First Bank Limited
11.2022 - 09.2024
- Joined as Senior NRRM in a leadership position for the acquisition and management of the existing portfolio of assigned branches.
- Developing and maintaining banking relationships with a select group of NRI customers through individualized customer service.
- Management of the team to ensure business targets are met, and processes are adhered to.
- Acquisition of new clients for the bank.
- Handling forex transactions, such as currency exchange, remittances, and travel cards.
- Liaising with multiple departments, such as branch banking and treasury, for service-related activities.
- Cross-sell of existing bank products and third-party products, like life insurance and mutual funds.
- Qualified for top performance in life insurance in the region in the month of August 2023.
- Certificate for Top Performer in the Month of January 2024.
- Certificate for excellence in recognition of the achievement towards 'Life Insurance' in the month of June 2024.
NRI Senior Privilege Banker
ICICI Bank Limited
02.2019 - 10.2022
- Started in the position of Privilege Banker in August 2019.
- Moved to the role of NRRM – NR Banking in January 2020.
- Privilege Banker in the month of April 2021, handling a team of five Privilege Bankers.
- Developing and maintaining banking relationships with a select group of NRI customers through individualized customer service
- Management of the team to ensure business targets are met, and processes are adhered to.
- Ensure high levels of customer service orientation and application of bank processes and policies.
- Handling forex transactions, such as currency exchange, remittances, and travel cards.
- Consistent performance with a ranking in the top 3 RMs for the past 3 years.
- Qualified for top performance in life insurance in the region in the month of August 2020.
- Certificate for Top Performer in the Month of January 2021.
- Certificate for Excellence in Recognition of the Achievement Towards ‘Mortgage Monarchs’.
- Certificate for Consistent Superior Performance in Service Delivery.
- Qualified for zonal contests for qualifying in the Life Insurance contest in July 2020 and August 2020.
- Qualified for the zonal contest of NRI PB’s to Andaman Voyage for sourcing high-value NRI accounts in December 2020.
- Qualified zonal and regional contests for top performance in mutual funds.
Relationship Manager
KOTAK MAHINDRA BANK LIMITED
08.2016 - 01.2019
- Joined as a Relationship Manager in a retail banking branch in August 2016.
- Responsible for NTB acquisition and cross-sales to the customers.
- Responsible for product sales as follows: CASA (sourcing to increase the book value of CASA and activate that account), TD (through CASA book), mutual funds, life insurance, and general insurance.
- Speed and efficiency in services rendered.
- Holding an NRI relationship.
Assistant Relationship Manager
PNB MetLife
10.2013 - 07.2016
- Joined as an Assistant Relationship Manager in a retail banking branch in October 2013.
- To drive the distribution of PNB METLIFE Insurance products from the bank staff, and ensure productivity for the branch.
- Coordinating with Punjab National Bank chief managers, bank staff, and retail clients of branches.
Relationship Manager
Max Life Insurance Company Ltd
01.2013 - 09.2013
- Joined as a Relationship Manager in January 2013.
- Solving Customers' Issues
- Customer Need Analysis.
- Portfolio Management.
Agency Manager
Birla Sun Life Insurance Company Ltd
01.2012 - 12.2012
- Joined as Agency Manager in January 2012.
- Hiring agents.
- Selling insurance to customers.
Education
MBA - Marketing
Welingkar Institute of Management & Development Research
Mumbai04-2017
BMS -
P.D Lions College of Arts & Commerce
01-2013
Class XII-H.S.C. -
Thakur College of Science & Commerce
01.2009
Class X-S.S.C. -
G.V.M High School
01.2007
Skills
- Marketing Management
- Customer Service Management
- Banca insurance
- Life Insurance
- Banking product
- Team leadership
- Performance tracking
- Portfolio management
Personal Information
Date of Birth: 11/23/1991
Accomplishments
- Qualified for top performance in life insurance in the region in the month of August 2023
Certification
Certificate for top performer in the month of January 2024
Certificate for excellence in recognition of the achievement toward 'Life Insurance' in the month of June 2024
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
NRSM - Assistant Vice President
RBL Bank
09.2024 - Current
NRI Senior Relationship Banker
IDFC First Bank Limited
11.2022 - 09.2024
NRI Senior Privilege Banker
ICICI Bank Limited
02.2019 - 10.2022
Relationship Manager
KOTAK MAHINDRA BANK LIMITED
08.2016 - 01.2019
Assistant Relationship Manager
PNB MetLife
10.2013 - 07.2016
Relationship Manager
Max Life Insurance Company Ltd
01.2013 - 09.2013
Agency Manager
Birla Sun Life Insurance Company Ltd
01.2012 - 12.2012
MBA - Marketing
Welingkar Institute of Management & Development Research
BMS -
P.D Lions College of Arts & Commerce
Class XII-H.S.C. -
Thakur College of Science & Commerce
Class X-S.S.C. -
G.V.M High School
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