Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Additional Information
Timeline
Generic

Resham Srivastava

Jersey City

Summary

Results-oriented banking professional, experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge, and hands-on customer service abilities.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank of America
Hoboken
04.2024 - Current
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
  • Analyzed client financial data to recommend personalized banking and investment solutions.
  • Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
  • Educate customers on options for managing financial transactions by leveraging technology, tools, and resources.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Processed maintenance, operations and correspondence for new and existing accounts.

Relationship Manager

AXIS Bank
Pune
09.2019 - 01.2024
  • Managing high-net-worth customers' portfolios.
  • Developed strategies to attract new customers while retaining existing ones.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Built and maintained relationships with new and existing clients while providing a high level of expertise.
  • Strengthened client relationships by actively listening to their needs, and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
  • Proved successful at working within tight deadlines and a fast-paced environment.

Service Delivery Manager

INDUSIND Bank
Pune
08.2015 - 08.2019
  • Improved service quality, addressing client concerns promptly and professionally.
  • Handled escalated customer issues effectively, resolving problems swiftly while preserving positive relationships, where possible.
  • Coordinated with multiple departments to ensure seamless service delivery across all touch points.
  • Established new customer accounts using negotiation and sales closing abilities.
  • Enhanced service delivery by developing and implementing efficient processes.

Senior Officer

ICICI Bank
Mumbai
07.2013 - 02.2015
  • Primary responsibilities include handling of all retail front-end operations for Savings, current account customers & extending priority banking services to HNI's
  • Successfully delivering the responsibilities of all major Retail Branch Banking operations
  • Ensuring that high service standards are maintained for servicing of all clients and maintaining minimum turnaround time
  • Ensuring Operations and Risk control at the bank branch
  • Ensuring compliance of Statutory & Regulatory requirements i.e
  • As per RBI guidelines
  • Coordinating internal, external & regulatory audit / inspections
  • Expertise in Core Banking Solution – FINACLE Retail-banking module

Education

Master of Business Administration - Marketing

Sikkim Manipal University DE
Mumbai
01.2017

Master of Commerce - Finance

Banaras Hindu University
Varanasi
01.2011

Skills

  • Portfolio management
  • Client relationship management
  • Regulatory compliance
  • Lead generation
  • Client education
  • Time management
  • Customer Service-oriented
  • Investment advisory

Certification

  • Business Analyst Certification Course/Training, COEPD, IIBA
  • PGDBO Certification, IFBI (Institute of Finance Banking & Insurance), 2013

Accomplishments

  • Back up Deputy Branch Manager/ Operations Head.
  • Served Deputation as Deputy Branch Manager (Operations Manager).
  • Achieved the very crucial 5-star rating in IAD audit.
  • Played a crucial role for the branch which helped it achieve the most coveted 7-Star audit rating three times consecutively.
  • Regularly qualified for the Regional Contest (RH Club), Zonal Contest (RISE WITH HONOR) and Pan-India Contest (ED CONCLAVE) for exceptional performance in sales and operations.
  • Got individual appreciation letter by Regional Head.
  • IRDA & NISM certified.
  • Got global recognition award in Bank of america.

Additional Information

Managed customer centric banking operations and ensuring customer satisfaction by achieving delivery and service quality norms., Relationship management skills – skills to build bonds, inspire, influence and develop others., Balanced people and task orientation – easily approachable as well as dependable., Experience in multitasking in a fast-paced environment with knowledge of various Industrial domains., KYC & EDD expert during Banking services and processes.

Timeline

Relationship Banker

Bank of America
04.2024 - Current

Relationship Manager

AXIS Bank
09.2019 - 01.2024

Service Delivery Manager

INDUSIND Bank
08.2015 - 08.2019

Senior Officer

ICICI Bank
07.2013 - 02.2015

Master of Business Administration - Marketing

Sikkim Manipal University DE

Master of Commerce - Finance

Banaras Hindu University

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Resham Srivastava