Summary
Overview
Work History
Education
Skills
Technical Skills
Hobbies
Timeline
Generic

Vishakha Tak

Pali

Summary

Accomplished Relationship Manager with a proven track record at City Union Bank, excelling in client relationship building and strategic planning. Demonstrated expertise in fostering portfolio growth and risk mitigation, leveraging excellent communication skills to exceed client expectations. Achieved significant client retention and satisfaction through tailored financial solutions.

Overview

Work History

Relationship Manager

City Union Bank
04.2024 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Maintained knowledge on banking products and distribution to provide optimal service support.

Education

MBA - Finance

Poddar College
Jaipur, India
08.2023

Masters of Commerce - Finance

Bangur College
Pali
05.2021

Bachelor of Commerce - Finance

Bangur College
Jodhpur
08.2019

Skills

  • Relationship Building
  • Client Relationships
  • Relationship building and management
  • Excellent Communication
  • Portfolio Growth
  • Cash Handling
  • Business Development
  • Risk Mitigation
  • Banking
  • Strategic Planning

Technical Skills

  • Microsoft Office
  • Cash Handling
  • Finance Accounting
  • Customer Support
  • Tally
  • Email


Hobbies

  • Dancing
  • Listening Music
  • Road Trips
  • Foodie
  • Cooking

Timeline

Relationship Manager

City Union Bank
04.2024 - Current

MBA - Finance

Poddar College

Masters of Commerce - Finance

Bangur College

Bachelor of Commerce - Finance

Bangur College
Vishakha Tak