Albeena Mutabassum
Rosenberg
Summary
Dynamic Relationship Manager with a strong background in customer service and sales. Skilled in identifying client needs and cross-selling banking products, contributing to enhanced customer loyalty and increased revenue.
Overview
21
21
years of professional experience
Work History
Relationship Manager
ICICI Bank
Hyderbad,India
03.2022 - 06.2024
- Manage and grow relationships with assigned customers
- Acquire new customers for savings accounts, current accounts, and deposits
- Identify customer needs and cross-sell banking products (loans, insurance, investments, cards)
- Ensure high-quality customer service and issue resolution
- Maintain and update customer profiles as per KYC and compliance norms
- Conduct regular follow-ups to improve customer retention and satisfaction
- Achieve assigned sales and revenue targets
- Coordinate with internal teams for smooth processing of customer requests
- Ensure adherence to bank policies, AML, and regulatory guidelines
Teller Executive
Kotak Mahindra Bank
Hyderabad,India
02.2020 - 12.2021
- Handle cash transactions including deposits, withdrawals, and fund transfers
- Accurately process customer transactions as per bank policies and procedures
- Balance cash drawer and ensure end-of-day reconciliation
- Verify customer identity and documents for transactions
- Assist customers with account-related queries and basic banking services
- Promote bank products such as savings accounts, deposits, and digital banking
- Ensure compliance with KYC, AML, and internal banking regulations
- Maintain transaction records and ensure data accuracy
- Resolve customer issues or escalate when required
- Provide efficient, professional, and courteous customer service
Senior Accounts Officer
Dunes International Schools
Dhahran, Saudi Arabia
11.2016 - 06.2019
- Oversee day-to-day accounting operations and junior staff
- Review fee collections, payments, and reconciliations
- Ensure accuracy of financial records and compliance with policies
- Prepare and review monthly financial reports and MIS
- Monitor expenses, budgets, and cash flow
- Coordinate payroll, vendor payments, and approvals
- Support audits and liaise with auditors and management
- Improve accounting processes and internal controls
Accounts Executive
Sunshine International School
Rakah, Saudi Arabia
05.2009 - 06.2013
- Maintain day-to-day accounting entries and financial records
- Handle billing, receipts, and payment processing
- Manage fee accounting and customer/vendor accounts
- Perform bank and cash reconciliations
- Prepare vouchers, invoices, and expense statements
- Assist in monthly financial reports and MIS
- Maintain proper documentation and filing of accounts records
- Support audits and ensure compliance with financial procedures
- Coordinate with internal departments for finance-related activities
Counselor
Institute of Chartered Financial Analysts of India
Warangal,India
06.2003 - 06.2005
- Counsel prospective students on programs and admission procedures
- Handle inquiries and convert leads into admissions
- Guide applicants through application and documentation process
- Conduct regular follow-ups with prospective students
- Maintain admission records and prepare reports
- Coordinate with internal teams for smooth admission processing
- Manage relationships with prospective and enrolled students
- Act as the primary point of contact for student queries
- Ensure timely follow-ups and student satisfaction
- Assist with documentation and onboarding support
- Update student records and CRM systems
- Coordinate with departments to resolve student concerns
Education
MBA - Accounts And Information Technology
Alluri Institute of Management Sciences
Warangal,India10-2000
Bachelor of Science - Microbiology
Chaitanya Degree College
Hanamkonda,India05-1997
Skills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Service support
- Cash handling
- Banking
Timeline
Relationship Manager
ICICI Bank
03.2022 - 06.2024
Teller Executive
Kotak Mahindra Bank
02.2020 - 12.2021
Senior Accounts Officer
Dunes International Schools
11.2016 - 06.2019
Accounts Executive
Sunshine International School
05.2009 - 06.2013
Counselor
Institute of Chartered Financial Analysts of India
06.2003 - 06.2005
MBA - Accounts And Information Technology
Alluri Institute of Management Sciences
Bachelor of Science - Microbiology
Chaitanya Degree College