KARISHMA SHARMA
NOIDA
Summary
NRI Relationship Manager with extensive experience at AXIS BANK, specializing in financial analysis and client engagement. Achieved MDRT qualifications while significantly improving customer satisfaction through customized solutions and strong communication skills. Proven ability in team leadership and operational support, resulting in portfolio growth and the establishment of long-term relationships with high-profile clients.
Overview
8
8
years of professional experience
Work History
NRI Relationship Manager - Sr. Manager
AXIS BANK
Noida
04.2025 - Current
- Implemented strategies to enhance customer satisfaction levels.
- Identified customer needs and developed tailored solutions.
- Delivered insightful advice to address client inquiries.
- Conducted training sessions for colleagues on best practices.
- Portfolio growth.
NRI Relationship Manager - Manager
AXIS BANK
Noida
06.2023 - 04.2025
- Maintained client correspondence and preferences within CRM systems to support sales initiatives.
- Scheduled and facilitated customer meetings to nurture long-term relationships.
- Utilized strategic thinking and market trends to establish connections with potential clients.
- Achieved revenue goals through effective upselling and responsive service delivery.
- Managed high-profile clients and territories with strategic planning and engagement.
- Qualified for MDRT Switzerland in 2023 and Domestic in March 2024.
NRI Relationship Manager
HSBC Bank
New Delhi
02.2020 - 06.2023
- Maximized customer engagement and satisfaction by delivering excellent customer service.
- Account opening with all due diligence.
- Financial planning.
- Managing the relationship and increment in portfolio.
GIB RM
YES BANK LTD
GURGAON
12.2017 - 01.2020
- Acquisition of clients
- Portfolio Management
- Cross sell products like FCNR and Premium Rupee Plan
- Optimized sales methods to best acquire, develop and retain customers.
Education
Master of Commerce -
Chaudhary Charan Singh University
Meerut, UP2017
Bachelor of Commerce -
Chaudhary Charan Singh University
Meerut, UP2015
Skills
- Financial analysis and portfolio management
- Client engagement and relationship management
- Team leadership and training
- Effective communication skills
- Due diligence practices
- Operational support expertise
Certification
- IRDA
- AMFI
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
NRI Relationship Manager - Sr. Manager
AXIS BANK
04.2025 - Current
NRI Relationship Manager - Manager
AXIS BANK
06.2023 - 04.2025
NRI Relationship Manager
HSBC Bank
02.2020 - 06.2023
GIB RM
YES BANK LTD
12.2017 - 01.2020
Master of Commerce -
Chaudhary Charan Singh University
Bachelor of Commerce -
Chaudhary Charan Singh University
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