Unnati Shah
VADODARA
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 7 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Confident Relationship Manager with hands-on approach to implementing strategies to cultivate positive customer experiences. Bilingual in Hindi and Gujarati with background advising, educating and engaging clients on various tools to improve financial health.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Manager
RBL BANK
Vadodara
08.2021 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Assisted customers with opening accounts and signing up for new services.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Relationship Manager
ICICI BANK
Vadodara
06.2015 - 07.2021
- Generated new business and referral clients &Team with advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Maintained knowledge on Personal/Business loan products.
- Worked with personal loan and business loan departments to facilitate communication and deliver personalized solutions to customers.
- Recruited, interviewed and hired 5 employees and implemented mentoring program to promote positive feedback and engagement.
Education
No Degree - Accounting And Finance
Nutan Vidyalaya
VadodaraBachelor of Accountancy - Accounting And Finance
SNDT Collage
Vadodara04.2011
Skills
- Staff Recruitment and Hiring
- Corporate Social Responsibility
- New Business Development
- Team-Building Leadership
- Financial Management
- Microsoft Office
Certification
- Certified PGDBO In 2014.
Timeline
Relationship Manager
RBL BANK
08.2021 - Current
Relationship Manager
ICICI BANK
06.2015 - 07.2021
No Degree - Accounting And Finance
Nutan Vidyalaya
Bachelor of Accountancy - Accounting And Finance
SNDT Collage
Similar Profiles
Aanchal ChaddaAanchal Chadda
Assistant Manager at RBL BankAssistant Manager at RBL Bank
Vinayak GoyalVinayak Goyal
Financial Analyst at RBL BankFinancial Analyst at RBL Bank
Shridhar Madhukar KhochikarShridhar Madhukar Khochikar
Head Digital Aquisition and Engagement at RBL BankHead Digital Aquisition and Engagement at RBL Bank