SHUBHAM TRIPATHI
Singrauli
Summary
Dynamic Relationship Manager with ICICI Bank, recognized for exceeding performance metrics in customer service and driving new business generation. Expert in financial planning and client engagement, I excel in building trust and satisfaction through effective communication and strategic financial operations. Proven ability to enhance customer portfolios and resolve complex inquiries.
Overview
1
1
year of professional experience
Work History
Relationship Manager
ICICI Bank
03.2024 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Developed strategic plans for day-to-day financial operations.
- Conducted financial due diligence on potential investments and acquisitions.
- Handled every things of branch banking in every aspect i.e Cashier, Neft/Rtgs, Bulk Salary, Cheque Clearing, Service Request,Front desk and Retail Branch operation knowledge. Also have explored knowledge of system.
Education
Post Graduate Diploma in Banking(PGDB) - Banking And Finance
ICICI MANIPAL ACADEMY
Bengaluru, India11-2024
Bachelor of Engineering - Electrical And Electronics Engineering
Technocrates Institute of Technology Excellence
Bhopal, India06-2020
Skills
- Effective customer communication
- Service support
- Financial planning processes
- Service assistance
- New business generation
- Client engagement
- Customer portfolio management
- Relationship building
- CRM tracking
- Customer service
- Cash handling
Timeline
Relationship Manager
ICICI Bank
03.2024 - Current
Post Graduate Diploma in Banking(PGDB) - Banking And Finance
ICICI MANIPAL ACADEMY
Bachelor of Engineering - Electrical And Electronics Engineering
Technocrates Institute of Technology Excellence
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