Assistant Relationship Manager

Ritu Jha - page *

Ritu Jha

************@*****.*** 799-***-****

linkedin.com/in/ritu-jha-22b840144

Summary

Summary

Dynamic and motivated professional with a Experience of 3years in finance industry in coordinating, team handling, building relationships and managing projects from concept to completion. Skilled in managing cross functional teams, demonstrating good communication skills and making critical decisions during challenges. Adaptable and Positive attitude with an ability to work independently or with the team and developing opportunities that further establish organizational goals. Experience

Assistant Relationship Manager

WISHFIN.COM

Jul 2017 - Nov 2020 (3 years 5 months)

Possess good understanding of financial market and products. Working with the Leading Private Sector Banks.

Team Handling, responsible for managing a team of ARO's (Assistant Relationship Officers) to deliver monthly business targets.

Responsible for overseeing all activities within the team. Responsible for managing Leads provided by the company to the client. Maintaining Client Relationship.

Overseeing the complete Lead Conversion Cycle by coordinating with the client team at SM, RSM & ZSM Levels.

Overseeing and verifying the documentation process including KYC and other required documents and assisting team in Quick Data Entry Process for the Personal Loans and Insurance Application. Responsible for creating and maintaining business strategy month after month for the completion of team assigned targets.

Monitoring team performance and report on metrics

Creating daily, weekly and monthly reports, Maintaining MIS and Data Analysis for better results. Education

AMITY University Gurgaon

Master of Business Administration, International Business; Banking Management 2016 - 2018

Galgotias University

Bachelor of Business Administration, Finance

2012 - 2015

TimesPro Digital Marketing

Ritu Jha - page 2

Postgraduate Diploma in Banking Management, Banking and Financial Support Services

2016 - 2017

Licenses & Certifications

Certification in Business English. - Pearson

The Fundamentals of Digital Marketing - Google Digital Unlocked RS75HE65N

Skills

Team Management • Microsoft Office • Client Relationship Management • Customer Relationship Management (CRM) • Sales Management & Business Development • MIS Reporting • Leadership and Teamwork • Written and Verbal Communication • Business Strategy • Customer Success • Operation Management • Business Analysis.

Honors & Awards

Champion of the Quarter - WISHFIN.COM

Mar 2020

Projects

HDFC Term Insurance Process

Successfully managed HDFC Term Insurance products from the after-plansale stage to finally Issuance to the customers.

Maintaining report and coordinating with HDFC team for the successful conversion results and final pay-out to the company.

Strengths

• Problem solving and Decision-making skills.

• Flexibility and Adaptability

• Organized and self-motivated

• Quick Learner and Team player

Personal Details

• Date of Birth – 21-March-1993

• Nationality – Indian

• Address – A block Sector 22 Noida 201301

• Contact No – 799-***-****

I hereby declare that the information given is true to the best of my knowledge. – Ritu Jha.

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