Microsoft Excel
Summary
Dynamic professional with a proven track record at Banking sector, excelling in client relationship management and strategic planning. Achieved significant revenue growth through proactive account management and tailored financial strategies. Adept at conflict resolution and fostering partnerships, driving exceptional client satisfaction and loyalty in competitive environments.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Designated Partner
Migrolino India LLP
08.2021 - Current
- Collaborated with colleagues and support staff to maximize team efficiency.
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Developed and implemented strategies to enhance partner relations.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
Area Manager
Shanons Marketing Solutions Private Limited
09.2020 - 07.2021
- Developed strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Improved overall efficiency by identifying areas in need of improvement and implementing necessary changes.
- Coordinated with various departments to facilitate smooth communication, enhancing operational effectiveness.
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Organized promotional events and interacted with community to increase sales volume.
Senior Relationship Manager
Kotak Mahindra Bank
10.2019 - 05.2020
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
Key Account Manager
IndusInd Bank
09.2018 - 10.2019
- Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
- Strengthened client relationships through regular communication and effective problemsolving.
- Developed customized proposals for potential clients, demonstrating the value of the company''s products and services.
- Developed and delivered presentations to key customers to position products and services.
- Built and maintained strong client relationships to drive business growth.
Virtual Relationship Manager
HDFC Bank
08.2016 - 08.2018
- Developed long-lasting client relationships by providing exceptional service and personalized attention to their financial needs.
- Leveraged digital channels effectively to maintain ongoing communication with clients, ensuring they were informed about relevant news or market developments affecting their portfolios.
- Strengthened customer loyalty through consistent follow-up on inquiries and proactive communication of product updates.
- Boosted sales performance by identifying cross-selling opportunities and effectively promoting suitable products to clients.
- Provided expert guidance on investment strategies based on thorough analysis of market conditions and individual client objectives.
Education
MBA - Finance And Human Resource
04.2001 -
Bachelor of Arts - Sociology
04.2001 -
Skills
Strategic planning
Accomplishments
- Achieved above sales target through continuous customer engagement and service satisfaction.
- Supervised team of Ten staff members.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
Additional Information
I am focused and hard working professional and I am currently pursuing German Language proficiency certification.
Software
Microsoft Office
Power Point
Programming Language C
Artificial Intelligence
Interests
Art & Painting
Movie watching
Cooking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
German
Beginner (A1)
Timeline
Designated Partner - Migrolino India LLP
08.2021 - Current
Area Manager - Shanons Marketing Solutions Private Limited
09.2020 - 07.2021
Senior Relationship Manager - Kotak Mahindra Bank
10.2019 - 05.2020
Key Account Manager - IndusInd Bank
09.2018 - 10.2019
Virtual Relationship Manager - HDFC Bank
08.2016 - 08.2018
Integral University - MBA, Finance And Human Resource
04.2001 -
Isabella Thoburn College - Bachelor of Arts, Sociology
04.2001 -
watching movies
Watching movie helps me to get creative ideas and helps me to understand different perspectives of a situation from view of different people which helps me to resolve and tackle problems and situations.
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