Sales Associate Relationship Manager
Resume:
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Austin TX
****.*******@*****.***
SUMMARY
Results-focused professional with
strengths in Financial consulting,
Customer engagement & Revenue
growth. Proactive leader with
strengths in communication and
collaboration. Adept at managing
concurrent objectives to promote
efficiency and influence positive
outcomes.
SKILLS
• Relationship Building
• Effective Customer
Communication
• Wealth Management Portfolios
• Problem Anticipation and
Resolution
• Business Relationship
Management
• Adaptable to Changing
Conditions
Neha Khare
EXPERIENCE
September 2013 - March 2017
Relationship Manager HDFC Bank Mumbai, Maharastra
• Developed strategic plan for client relationships, proactively consulting with senior individuals and anticipating needs
• Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base
• Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires
• Awarded a trip to Andaman islands for over-achieving annual quotas
• Amongst top 10 employees across 15 branches
August 2012 - February 2013
Associate Counselor Edelweiss Financial Services Mumbai, Maharastra
• Created, implemented and reviewed comprehensive financial plan by advising clients on individual investment strategies
• Trained & mentored team members in enhancing their knowledge and skills by presenting client experiences and handling difficult situations
• Identified & Interacted with decision makers to ascertain corporate requirements & delivered need-based solutions
February 2010 - June 2011
Private Wealth Advisor Karvy Private Wealth Bengaluru, Karnataka
• Provided recommendations on investment opportunities, products and services based on client needs and asset availability
• Developed and deepened relationships with new and existing clients to advance progress and improve business
• Met or exceeded sales goals for assigned market while meeting individual client needs
June 2008 - January 2009
Senior Premier Sales Associate HSBC Bank New Delhi, New Delhi
• Built and maintained new and established client relationships with exceptional communication, personalized interactions and friendly attentive service
• Developed and delivered comprehensive business plan to address customer and prospects priorities and pain points
• Maintained CRM system with accurate customer and pipeline information
EDUCATION AND TRAINING
MBA Marketing and Finance
Amity University, Lucknow
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