Nikita Soni
Niagara Falls,ON
Summary
Proven Relationship Manager with a track record of exceeding sales goals and boosting customer satisfaction at HDFC Bank. Expert in financial planning and relationship building, adept at leveraging client engagement and wealth advisory skills to secure and grow high-value accounts. Achieved significant client base expansion through strategic networking and effective communication.
Overview
6
6
years of professional experience
Work History
Relationship Manager
HDFC Bank
02.2023 - 05.2024
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Taking care of High Net worth Client
Business Relationship Manager
Axis Bank
10.2021 - 12.2023
- Maintained open lines of communication with stakeholders at all levels of the organization, fostering a culture of transparency and accountability.
- Negotiated contracts with suppliers and vendors, securing favorable terms while maintaining strong relationships.
- Utilized advanced financial analysis techniques to accurately assess client needs.
- Boosted customer satisfaction through timely resolution of issues and proactive communication.
- Taking care of all retail banking transaction .
- Day to day cash handling.
- Taking care of customer all financial need and loans .
Business Development Executive
IndusInd Bank
05.2018 - 10.2021
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Increased client base by identifying and pursuing new business opportunities through market research and networking.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
Education
MBA - Accounting And Finance
Gujarat Technological University
Ahmedabad Gujarat05.2017
BBA - Marketing Management - Financial Services
Sardar Patel University
Anand Gujarat04.2015
Skills
- Relationship Building
- Client Relationships
- Relationship building and management
- Excellent Communication
- Customer Relationship Management
- Service support
- Customer Relationships
- Sales Reporting
- Client Engagement
- Wealth advisory
- Financial planning
- sales and services
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
listing of music , traveling, reading
I usually feel good to listening music ,As well Reading books in phone in spare time ,however I love to travel as well via own .for business trip as well for leisure .
Timeline
Relationship Manager
HDFC Bank
02.2023 - 05.2024
Business Relationship Manager
Axis Bank
10.2021 - 12.2023
Business Development Executive
IndusInd Bank
05.2018 - 10.2021
MBA - Accounting And Finance
Gujarat Technological University
BBA - Marketing Management - Financial Services
Sardar Patel University
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