Cricket
Sharad Verma
Senior Relationship Manager
Kalyan,MH
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Outgoing and ambitious professional with almost four years' of experience in banking. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Senior Relationship Manager
ICICI Bank
2023.07 - Current
- Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Managing team of more than ten members for the retail Branch banking.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
Relationship Manager
ICICI Bank
2020.10 - 2023.06
- Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Education
MBA - Finance
Pillai Institute of Management Studies & Research
Panvel, India 2001.04 -
Bachelor of Management Studies - Finance
K.M Agrawal College of Commerce & Science
Kalyan, India 2001.04 -
Mohinder Singh High School
Kalyan, India 2001.04 -
Skills
- Sales management
- Team Building Leadership
- Portfolio Management
- Client rapport
- Business Relationship Management
- Customer interaction
Accomplishments
Got promoted to Team Leader in July 2023
Qualified for 14 Regional Contest
Qualified for 6 Pan India Contest
Qualified RBH Conclave Contest
Certification
Certified Employee of Insurance Regulatory and Development Authority
Interests
Swimming
Travelling
Timeline
Senior Relationship Manager
ICICI Bank
2023.07 - Current
Certified Employee of Insurance Regulatory and Development Authority
2022-07
Certified Employee of AMFI Registered Mutual Fund Distributor on Clearing NISM 5A Examination
2022-07
Relationship Manager
ICICI Bank
2020.10 - 2023.06
MBA - Finance
Pillai Institute of Management Studies & Research
2001.04 -
Bachelor of Management Studies - Finance
K.M Agrawal College of Commerce & Science
2001.04 -
Mohinder Singh High School
2001.04 -