RAJKRITI SINGH
Relationship Manager
Fremont
Summary
Experienced Banking Relationship Manager with 8+ years of experience skilled in helping clients with money matters. Good at explaining financial plans and investment options in easy-to-understand ways. Helps customers reach their money goals through careful planning and advice. Knows banking rules well and helps clients avoid big money risks. Works hard to build trust with customers and give them the best service possible.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Deputy Manager
Axis Bank
01.2020 - 09.2024
- The ability to advise clients by studying their financial needs, suggesting suitable financial packages, and carrying out all banking instructions under various acts governing banking regulations.
- Managing customer operations, forwarding customers' instructions to the concerned department, and ensuring customer satisfaction by achieving delivery and service quality norms with minimum TAT.
- Verifying KYC and other important documents as per norms.
- Portfolio management and managing CRM.
- Data Management and Report: Gathering daily banking sales statistics from various branches and preparing the consolidated Excel report before sharing it with higher business management.
- Strong leadership and strategic management skills.
- Excellent verbal and written communication skills.
- Knowledge of retail and commercial banking products.
- Improved team efficiency by streamlining processes and implementing innovative management strategies.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Generated repeat business through exceptional customer service.
Deputy Manager
HDFC Bank
08.2018 - 08.2019
- Customer Relationship Management and Sales Skills.
- Experience in addressing customer inquiries and resolving issues.
- Ability to provide financial advice and solutions.
- Strategically support Business Development Representatives in sourcing new commercial banking clients by cultivating relationships through existing networks.
Senior Officer
ICICI Bank
10.2013 - 07.2018
- Monitored and addressed customer complaints and feedback, resulting in increased customer satisfaction.
- Developed and maintained strong relationships with external partners to increase collaboration and efficiency.
Education
MBA -
IIMT Engineering College
05.2011 - 05.2013
Skills
- Marketing and Sales
- Ability to Work in a Team
- Customer Relationship Management
- Customer Service
- Business Development
- MS Excel
Timeline
Deputy Manager
Axis Bank
01.2020 - 09.2024
Deputy Manager
HDFC Bank
08.2018 - 08.2019
Senior Officer
ICICI Bank
10.2013 - 07.2018
MBA -
IIMT Engineering College
05.2011 - 05.2013
Similar Profiles
Lakshay SharmaLakshay Sharma
Deputy Manager at Axis Bank (On Payroll Of Axis Bank)Deputy Manager at Axis Bank (On Payroll Of Axis Bank)
Preethi VPreethi V
Relationship Associate at Axis Bank - Axis Max Life InsuranceRelationship Associate at Axis Bank - Axis Max Life Insurance
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
ANIL BASAKANIL BASAK
Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)
TYLER EVANGELISTATYLER EVANGELISTA
Cashier at BurlingtonCashier at Burlington