Overview
Work History
Education
Skills
Timeline
Generic

Utkarsh Pandey

Relationship Manager
Gorakhpur

Overview

11
11
years of professional experience
4
4
years of post-secondary education

Work History

Relationship Manager

Hdfc Bank Ltd
Gorakhpur
08.2016 - Current
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Worked with Name and Name departments to facilitate communication and deliver personalized solutions to customers.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Participated in industry events and trade shows to promote products and services.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Facilitated workshops and seminars to educate customers on product features and benefits.
  • Developed customer surveys to measure customer satisfaction and identify areas of improvement.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Monitored customer feedback and generated reports to identify areas of improvement.
  • Developed and managed relationships with vendors to establish cost-effective products and services.
  • Developed loyalty programs to reward and maintain customer retention.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

Customer Service Manager

IndusInd Bank
Gorakhpur
04.2015 - 07.2016
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Followed through with client requests to resolve problems.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.

Sales Development Manager

Hdfc Life
Gorakhpur
04.2013 - 04.2015
  • Assessed customer needs and developed customized solutions to drive sales.
  • Collaborated with sales, marketing and other internal teams to meet shared goals.
  • Conducted market research to discover new leads, opportunities and messaging.
  • Liaised with external stakeholders to form strategic partnerships with prospective clients.

Personal Financial Consultant

Bajaj Capital Broking Co Ltd
Gorakhpur
05.2012 - 03.2013
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
  • Advised clients on portfolio allocation and various investment types.
  • Performed quantitative analysis of financial investments to minimize risks.

Education

High School - Science Education

Government Jubilee Inter College
Gorakhpur
07.2004 - 07.2005

Graduation - Commerce

D D U Gorakhpur University
Gorakhpur
07.2008 - 06.2010

Intermediate - Science

Government Jubilee Inter College
Gorakhpur
07.2006 - 07.2007

Skills

Investment and Wealth Planning

undefined

Timeline

Relationship Manager

Hdfc Bank Ltd
08.2016 - Current

Customer Service Manager

IndusInd Bank
04.2015 - 07.2016

Sales Development Manager

Hdfc Life
04.2013 - 04.2015

Personal Financial Consultant

Bajaj Capital Broking Co Ltd
05.2012 - 03.2013

Graduation - Commerce

D D U Gorakhpur University
07.2008 - 06.2010

Intermediate - Science

Government Jubilee Inter College
07.2006 - 07.2007

High School - Science Education

Government Jubilee Inter College
07.2004 - 07.2005

Similar Profiles

CREATE PROFILE
Utkarsh PandeyRelationship Manager