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Relationship Manager Operations

Location:
Kamloops, BC, Canada
Posted:
March 26, 2024

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Resume:

RIMMI JAGOTA

Unit-**, Orion Heights

****-****** *****

Kamloops, BC

Postal-V2E 1Y1

Contact-+1-236-***-****

ad4lgc@r.postjobfree.com

OBJECTIVE:

To secure a prospecƟve career that provides consistent professional and personal growth where I can employ my skills and experience to accomplish the delegated tasks efficiently and effecƟvely. EDUCATION:

GraduaƟon Bachelors in PharmaceuƟcal Sciences 2002-06 Guru Nanak Dev University, Amritsar, Punjab, India Post GraduaƟon Masters in Business AdministraƟon 2006-08 Guru Nanak Dev University, Amritsar, Punjab, India Current EducaƟon Pursuing Post-Baccalaureate Diploma in Finance Fall 2023onwards TRU, Kamloops, BC, Canada

WORKING EXPERIENCE:

RelaƟonship Manager May 2023 – Aug 2023

IDBI BANK, Kapurthala

Job DuƟes:

-Acquiring new HNW customers to Bank relaƟonship

-Managing customer relaƟonships by providing customized bank services

-Managing customer porƞolios

-Ensuring high service standards

-Enhancing branch business in all segments

Branch Manager Aug 2020-April 2023

IDBI BANK, Urban Estate, Jalandhar

Job DuƟes:

-Overall In charge of the Branch

-Managing Customer RelaƟonships

-GeneraƟng Income Revenues

-Increasing Profitability

-Enhancing service standards

-Ensuring Audit compliance

-Leading sales promoƟonal acƟviƟes

RelaƟonship Manager Sept 2019- Aug2020

IDBI BANK, Beas, Amritsar, Punjab

Job DuƟes:

-Managing customer relaƟonship and its value enhancement

-Ensuring regular and swiŌ service standards for customers

- Building and maintaining relaƟons with HNI Clients

-Providing financial advisory services to customers SERVICE OPERATIONS MANAGER Jul 2016-Aug 2019

IDBI BANK, Beas, Amritsar, Punjab

Job DuƟes:

-Managing customer-centric banking operaƟons

-Ensuring customer saƟsfacƟon by achieving delivery and service quality norms

-Ensuring KYC norms and AnƟ-money Laundering norms

-VerificaƟon of daily branch banking transacƟons like funds transfer, DD/PO issuance, Cash transacƟons, report checking, etc.

RELATIONSHIP MANAGER May 2014- Jul 2014

IDBI BANK, RBG, Jalandhar, Punjab

Job DuƟes:

- Acquiring new high-profile customers to Bank relaƟonships

- Managing customer relaƟonships for regular follow-ups

- Managing customer porƞolios

RELATIONSHIP MANAGER May 2013-Apr 2014

IDBI BANK, PSG, Jalandhar, Punjab

Job DuƟes:

- Acquiring new worthy customers to bank assets relaƟonships esp. Agri Loans

- Managing customer relaƟonships for regular follow-ups

- Managing customer post-sancƟon and post-disbursement records RELATIONSHIP MANAGER Jul 2012-May 2013

IDBI BANK, MSE, Jalandhar, Punjab

Job DuƟes:

- Acquiring new worthy customers to bank assets relaƟonships incl micro, and small enterprises

- Managing customer relaƟonships for regular follow-ups

- Managing customer post-sancƟon and post-disbursement records

-

ASSISTANT MANAGER Dec 2010-Jul 2012

IDBI BANK, RBG, Jalandhar, Punjab

Job DuƟes:

- Acquiring new high-profile customers to Bank relaƟonships

- Managing customer relaƟonships for regular follow-ups ASSISTANT MANAGER Jul 2008-Dec 2010

IDBI BANK, RBG, Jalandhar, Punjab

Job DuƟes:

- Acquiring new high-profile customers to Bank relaƟonships

- Managing customer relaƟonships

CORE COMPETENCIES:

-Detailed Oriented and Strategic

-Good Managerial and Interpersonal Skills

-AnalyƟcal Skills

-Team EffecƟveness

PRESENT STATUS:

-An internaƟonal student enrolled in Post Baccalaureate Diploma in Finance

-Enrolled Fall 2023

RECENT ACCOMPLISHMENTS:

-Scored A+ grade in Calculus

-Scored A GRADE in Fall 2023

-Completed IPE, LETS, and LRIS-cerƟfied courses in Canadian SecuriƟes InsƟtute.

-Pursuing Canadian SecuriƟes Course

REFERENCES:

(Available on request)



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