Vinita Malviya
Kanpur
Summary
Dynamic Senior Relationship Manager with a vast and proven track record at Bank of Baroda and ICICI Bank, excelling in client management and market analysis. Leveraged SQL and data visualization skills to enhance client retention strategies, resulting in significant growth opportunities. Known for effective communication and problem-solving, fostering strong client relationships and ensuring regulatory compliance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Bank of Baroda
Kanpur
12.2023 - Current
- Conducted periodic reviews of client portfolios to identify improvement opportunities.
- Analyzed customer data to assess risks and uncover growth opportunities.
- Identified new business opportunities through comprehensive market research and analysis.
- Resolved customer inquiries swiftly, adhering to established guidelines and maintaining satisfaction.
- Prepared detailed reports on customer activities for management review and strategic decision-making.
- Facilitated regular meetings with customers to address needs and deliver tailored solutions.
- Ensured compliance with legal regulations, policies, and procedures governing banking operations.
- Developed strategies for enhancing customer retention through exceptional service levels.
Service Relationship Manager
ICICI Bank Ltd
Pune
07.2018 - 11.2023
- Dealing with High Networth Client
- Developed strategies for improving customer service operations based on market trends and competitive environment.
- Listened to customer needs to identify and recommend best products and services.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Reduced process lags by training employees on best practices and protocols.
- Collaborated with internal teams to create customized financial solutions for clients.
- Established strong relationships with clients through regular, personalized communication.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Conducted market research to identify selling possibilities and evaluate customer needs.
- Conducted regular meetings with customers to understand their needs and expectations.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Developed and executed strategies for customer retention and acquisition.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Created reports on customer service activities for management review.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Heading and improving products across Liability (CASA, TD, and acquisition), Forex (Remittance), and third-party products (Structured Products), including new product launches.
- Developed and implemented CRM strategies to increase customer engagement.
- Feedback: Hands-on experience in core banking, working with interface applications (Integra and CRM), Finacle.
- Identified key trends in customer behavior through analysis of CRM data.
Education
Post-Graduate Certificate - Banking
Manipal Academy of Higher Education
Bangalore11-2017
Bachelor of Engineering - Computer Science
RGPV
Khandwa07-2013
Skills
- Client management and service excellence
- Risk assessment and evaluation
- Market research and analysis
- Regulatory compliance
- Effective communication skills
- Problem solving strategies
- SQL and DAX proficiency
- Data visualization and reporting
- Microsoft Excel and Power BI expertise
- Business Intelligence
- Data Modelling and Integration
Certification
- Microsoft Excel
- SQL
- PowerBI
- Python
- Java
- NISM and IRDA
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Senior Relationship Manager
Bank of Baroda
12.2023 - Current
Service Relationship Manager
ICICI Bank Ltd
07.2018 - 11.2023
Post-Graduate Certificate - Banking
Manipal Academy of Higher Education
Bachelor of Engineering - Computer Science
RGPV
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