VAIBHAV BODKHE
Aurangabad
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
19
19
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
HDFC Bank
Aurangabad
10.2014 - Current
- Cultivated strong client relationships through regular communication and support.
- Analyzed customer needs to provide tailored banking solutions and services.
- Coordinated with internal teams to resolve client inquiries and issues promptly.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategies to attract new customers while retaining existing ones.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Stayed up-to-date on marketplace trends and researched items in detail.
- Developed strategic plans to enhance customer satisfaction and retention.
Client Relationship Partner
Yes Bank LTD
Aurangabad
02.2009 - 10.2014
- Monitored client accounts for compliance with banking regulations and policies.
- Resolved client inquiries promptly, ensuring high levels of satisfaction and support.
- Implemented process improvements to streamline client onboarding and account management.
- Conducted regular follow-up calls to assess customer satisfaction levels.
- Ensured that all customer requests were promptly addressed in order to maintain long-term relationships.
- Analyzed market trends to advise clients on investment opportunities and risks.
Senior sales officer
IndusInd Bank
Aurangabad
03.2007 - 01.2009
- Developed client relationships through personalized service and financial product expertise.
- Collaborated with teams to strategize sales initiatives and improve customer engagement.
- Conducted market analysis to identify trends and capitalize on new business opportunities.
- Facilitated training sessions for junior staff to enhance product knowledge and sales techniques.
- Managed client portfolios by assessing financial needs and recommending tailored solutions.
- Negotiated terms with clients to ensure competitive offerings in a dynamic market environment.
- Presented financial products effectively, addressing client inquiries and concerns promptly.
Education
PGDHM -
PGDHM
Aurangabad 04.2005 - 06.2007
Bachelor of Arts -
Bachalor Of Arts
Aurangabad 04.2002 - 06.2005
Skills
- Client relationship management
- Financial analysis
- CRM implementation
- Customized solutions
- Cross-selling techniques
- Market trend analysis
- Compliance monitoring
- Sales strategy development
- Effective communication
- Problem solving
- Active listening
- Time management
- Client engagement
- Relationship building and management
- Customer portfolio management
- Analytical problem solving
- Value selling
- Service delivery enhancements
- Investment and wealth planning
- Process development
- Client acquisition
Languages
English
Proficient (C2)
C2
Hindi, Marathi
First Language
Certification
- IRDA
- NISM
Accomplishments
- Become the 1st Cluster Champion of West 2 Region in the month of June 2010.
- Qualified for foreign trip in "Topper Challenge Contest" for sourcing 15 Lakhs Revenue from Life insurance in Feb 2013.
- Have qualified continuously 3 times for the Gold League contest in the year 2010.
- Qualified for 1st Star of the month in the month of Oct 2010 for waluj branch and in west 2 Region.
- Received "Gold Pin" And certificate from CEO for consistence performance.
Timeline
Relationship Manager
HDFC Bank
10.2014 - Current
Client Relationship Partner
Yes Bank LTD
02.2009 - 10.2014
Senior sales officer
IndusInd Bank
03.2007 - 01.2009
PGDHM -
PGDHM
04.2005 - 06.2007
Bachelor of Arts -
Bachalor Of Arts
04.2002 - 06.2005