Varsha Reji
Banker- Relationship Manager
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
Work History
Relationship Manager
Yes Bank
10.2022 - Current
- Currently responsible for handling customer investment portfolios, specifically HNIs and NRI clients.
- Oversees daily operations, monitor and analyze data to ensure compliance.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
- Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
Relationship Manager
Kotak AMC (MF)
04.2022 - 09.2022
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Key Account Manager
IndusInd Bank
11.2021 - 03.2022
- Responsible to manage branch portfolio of 200+ clients.
- Serving and cross sell within and outside of the portfolio for key products like - Liability, TPP and assets.
Service Delivery Manager
IndusInd Bank
04.2020 - 10.2021
- Managed branch lobby and servicing the non-managed clients of branch and walk-ins.
- Enhanced service delivery by developing and implementing efficient processes.
- Streamlined operations for improved customer satisfaction and retention rates.
Management Trainee - SDM
IndusInd Bank
03.2019 - 03.2020
- Maintained high-quality standards in all aspects of work, ensuring customer satisfaction at every touchpoint within the business journey.
- Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.
- Acted with integrity, honesty, and knowledge to promote culture of company.
Education
MBA - Marketing Management
Parul University
Vadodara 06.2017 - 06.2019
Bachelor of Commerce -
Mohanlal Sukhadiya University
04.2001 - 06.2017
Skills
Client relationship management
Effective interpersonal communication
Investment and wealth planning
Client acquisition
Service-oriented communication
New business development
Hobbies
- Creative Writing
- Abstract Painting
- Tarot Card Reading
Timeline
Relationship Manager
Yes Bank
10.2022 - Current
Relationship Manager
Kotak AMC (MF)
04.2022 - 09.2022
Key Account Manager
IndusInd Bank
11.2021 - 03.2022
Service Delivery Manager
IndusInd Bank
04.2020 - 10.2021
Management Trainee - SDM
IndusInd Bank
03.2019 - 03.2020
MBA - Marketing Management
Parul University
06.2017 - 06.2019
Bachelor of Commerce -
Mohanlal Sukhadiya University
04.2001 - 06.2017