Burgundy Relationship Manager with more than 3 years of experience. Caters to a segment of customers who are High Net worth Individuals with a range of customization offerings in wealth management, personal banking and business & lending solutions.
Overview
7
7
years of professional experience
Work History
Burgundy Private Service Relationship Manager
Axis Bank
08.2024 - Current
Experience in wealth management, portfolio management and HNI acquisition.
Experience in relationship management, client acquisition, and client servicing.
Experience in investment services, including investment counseling and distribution.
Burgundy Service Relationship Manager
Axis Bank
01.2022 - 07.2024
Currently I am working as Burgundy Service Relationship Manager with designation of manager
Managing high net worth individual customers with a wide range of customization into wealth management, personal banking and business & lending solutions
Handling the operational task for customer deposits and cross selling engagement
Assistant Manager
ICICI Bank Ltd
10.2019 - 12.2021
I worked as a Assistance Manager at ICICI Bank Ltd, where I prioritize the development of long-term customer relationships and the enhancement of customer service
Managed Branch Cash operations and Front desk
Providing solution to the customer's queries
Account opening and managing services for the individual and corporate clients to provide services as per satisfactory level like CASA, Family accounts, Corporate salary accounts banking solutions to the rising needs of the customers
Responsible for directing the use of latest technology and its procedures to increasing the client services at higher rating
Sales Executive
Arancia Kutchen
07.2018 - 10.2018
Served as a Sales Executive at Arancia Kutchen, Surat, where I effectively promoted and sold products to customers
Responsible for generating leads
Follow up of the leads to drive higher sales and achieve targets
Customer Relationship Manager
IndoAsian Buildcon
06.2018 - 07.2018
Understanding customer needs and addressing them
Resolving Customer complaints quickly and efficiently
Education
MBA - HR & Finance
SRIMCA
03.2018
B. Com - Humanities
Pacific Institute of Business Studies
04.2015
HSC -
GSEB - St. Mark's Higher Secondary School
04.2012
SSC -
GSEB - Logos Mission High School
04.2010
Skills
Communication Skills
Customer Service
Problem Solving Skills
Teamwork
Career Experience
Burgundy Service Relationship Manager, Axis Bank, Strategic Branch Ghod Dod Road, Surat, Gujarat, 01/22, Present, Managing high net worth individual customers with a wide range of customization into wealth management, personal banking and business & lending solutions., Handling the operational task for customer deposits and cross selling engagement.
Assistant Manager, ICICI Bank Ltd, Strategic Branch Athwalines, Surat, Gujarat, 10/19, 12/21, Managed Branch Cash operations and Front desk., Providing solution to the customer's queries., Account opening and managing services for the individual and corporate clients to provide services as per satisfactory level like CASA, Family accounts, Corporate salary accounts banking solutions to the rising needs of the customers., Responsible for directing the use of latest technology and its procedures to increasing the client services at higher rating.
Sales Executive, Arancia Kutchen, Surat, Gujarat, 07/18, 10/18, Responsible for generating leads, Follow up of the leads to drive higher sales and achieve targets.