Rimmi Jagota
Kamloops,British Columbia
Summary
Experienced professional in relationship management with a strong focus on team collaboration and delivering results. Over 10 years of expertise in client engagement, conflict resolution, and strategic planning, consistently achieving success throughout my career. Known for adaptability and reliability, excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
9
9
years of professional experience
2031
2031
years of post-secondary education
4
4
Certifications
4
4
Languages
Work History
Relationship Manager
IDBI BANK Ltd
05.2023 - 08.2023
- Built and maintained relationship with new and existing clients while providing high level of expertise
- Communicated regularly with clients to understand needs, evaluate current performance use and cross sell of new products
- Achieved goals for sale of bank products and services and exceeded performance metrics for customers
- Participated in staff meeting to discuss innovative strategies to improve service
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
Branch Manager
IDBI BANK Ltd
08.2020 - 04.2023
- Met deadlines by proactively managing individual and team tasks and streamlining process
- Maintained friendly and professional customer interaction
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and terminations processed and coaching employees on company protocol and payroll operations
- Complied with regulatory guidelines and requirement
- Consulted customers to boost product sales and services
Relationship Manager
IDBI BANK
09.2019 - 08.2020
- Built and maintained relationship with new and existing clients while providing high level of expertise
- Achieved goals for sale of bank products and services and exceeded performance metrics for customers
- Participated in staff meeting to discuss innovative strategies to improve service
Service Operations Manager
IDBI Bank
07.2016 - 08.2019
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training
- Implemented strategies to increase customer service satisfaction ratings
- Coordinated with the other departments to maintain streamlines and productive workflows
Relationship Manager
IDBI BANK
05.2014 - 07.2014
- Communicated regularly with clients to understand needs, evaluate current products and cross sell new products
- Maintained knowledge on banking products and distribution to provide optimal service support
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
Education
Post –Baccalaureate Diploma - Finance
Thompson Rivers University
Kamloops, None04-2026
Masters - Business Administration
Guru Nanak Dev University
Amritsar, Punjab 01.2006 - 01.2008
Bachelors of Pharmaceutical Sciences - Pharmaceuticals Sciences
GURU NANAK DEV UNIVERSITY
Amritsar, Punjab 05.2002 - 01.2006
Skills
- Team Collaboration
- Effective Team Leadership
- Statistical Analysis
- Responsive to Change
- Customer relationships
- Customer portfolio management
Accomplishments
- Achieved a position on the TRU Dean's List for the years 2023 and 2024.
- Scored A+ Grade in Calculus Course.
- Score A Grade in Fall 2023 and Winter 2024 semesters.
- Secured a position as a Teaching Assistant for Microeconomics at TRU for the Winter 2025 semester and making a significant impact in this role.
Certification
Canadian Securities Course from Canadian Securities Institute
Timeline
Canadian Securities Course from Canadian Securities Institute
08-2024
Lending Retirement and Insurance Supplement from Canadian Securities Institute
01-2024
Law Estate and Tax Supplement from Canadian Securities Institute
10-2023
Relationship Manager
IDBI BANK Ltd
05.2023 - 08.2023
Introduction to Professional Ethics from FP Canada
03-2023
Branch Manager
IDBI BANK Ltd
08.2020 - 04.2023
Relationship Manager
IDBI BANK
09.2019 - 08.2020
Service Operations Manager
IDBI Bank
07.2016 - 08.2019
Relationship Manager
IDBI BANK
05.2014 - 07.2014
Masters - Business Administration
Guru Nanak Dev University
01.2006 - 01.2008
Bachelors of Pharmaceutical Sciences - Pharmaceuticals Sciences
GURU NANAK DEV UNIVERSITY
05.2002 - 01.2006
Post –Baccalaureate Diploma - Finance
Thompson Rivers University
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