relationship manager
AU Bank (Bangalore)
Total years of experience :5 years, 6 Months
AU SFB, an Indian banking institution, serves SMEs, micro banking, retail, and wholesale banking segments. It offers a range of financial products and services
including savings accounts, loans, insurance, and investment options, with a focus on financial inclusion and economic growth.
• Acquisition: Acquire NTB High Value Current Accounts, including those involved in international trade. Secure NTB customers requiring working capital limits
like Buyers Credit, PCFC, LC, BG, etc., and seeking Asset Limits such as Business Loans, Cash Management Services, Door Step Banking, API Banking, etc.
Utilize self-sourcing, market visits, and external references to build a robust Current Account book.
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Portfolio Management: Foster relationships with acquired customers to ensure their Group companies and Family customers also bank with AU SFB.
Cross-sell appropriate products based on customer profiling and needs, ensuring activation and usage. Identify and fulfill customer business requirements by
cross-selling various products and services such as POS, Payment Gateway, Trade/Forex (LC/BG/Remittance/OD), etc. Drive active business transactions
through AU SFB accounts and provide tailored banking and financial solutions.
• Customer Services: Deliver quality customer service, recording and resolving complaints within stipulated TATs. Regularly interact with customers for
preventive complaint management and maintain appropriate communication on closures.
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Target Achievement: Work towards quarterly and yearly targets on revenue, product cross-sell, and portfolio growth. Track performance using designated
metrics and targets.
LIFEVR, a unit of VRinfinity LLP, specializes in capturing events through immersive Virtual Reality (VR) technology, providing unique perspectives. With four years
of global R&D expertise and recognition from leading international universities, LIFEVR is dedicated to pushing the boundaries of VR technology.
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Business Development: Identify potential business opportunities through inbound leads and outbound methods. Close deals and nurture relationships to
secure repeat business.
• Key Account Management: Cultivate strong relationships with key accounts. Ensure smooth client servicing and address any issues promptly.
• Sales Performance: Exceed monthly and quarterly targets consistently. Successfully closed business worth approximately 2 crore INR during the service
tenure.
• Client Engagement: Conduct meetings and presentations with clients nationwide. Serve as the primary point of contact between operations and clients.
• Operations Supervision: Oversee production and operations for key account events. Compile comprehensive reports post-event.
Surppy.com, a Dubai-based event and corporate gifting start-up, aims to spread joy through its gifts. Committed to excellence, it strives to foster enduring client
relationships and become the preferred choice for event gifts, ensuring memorable experiences.
• Client Acquisition and Retention: Onboarded and maintained relationships with 50+ clients including Bank of Singapore, Medcare Hospitals, Aquaplex FZE,
Allied Vision, and Manchester Shipping LLC. Developed and nurtured strong client relationships to maximize retention, repeated business, and revenue.
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End-to-End Client Servicing: Oversaw end-to-end client servicing, from onboarding formalities to suggesting Event Scope & Corporate gifting options,
ensuring smooth and timely delivery, and troubleshooting when necessary.
• Market Research and Lead Generation: Researched market dynamics and trends, generated leads, and conducted sales calls to convert prospective leads
into successful clients.
• Strategic Planning and Implementation: Identified gaps in business and revenue generation and proposed suitable market strategies, implementing initiatives
to capitalize on opportunities and drive revenue growth
Momento Destination & Events excels in hospitality & events. Led by industry experts & trusted globally for impeccable service, with a focus on Qatar, UAE, and
Oman, they deliver tailored experiences for top companies worldwide.
• Client Relationship Management: Worked closely with various stakeholders to understand and fulfill their needs, fostering strong and lasting relationships to
drive repeat business.
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Lead Conversion: Successfully converted 80%~ prospective leads, both generated and walk-in, into satisfied clients for all MICE events.
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Lead Generation: Generated leads through cold calling (100 plus/day) and cold visits, expanding the client base and driving business growth.
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Negotiation and Revenue Management: Negotiated with clients and suppliers to achieve booking goals while maximizing revenue and profitability.
• Event Coordination: Synchronized and communicated with the Production Team to ensure proper and timely execution of events, maintaining quality
standards and client satisfaction.
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Team Leadership and Development: Mentored, trained, and coached team members as a team lead, ensuring effective talent alignment with project scope and
objectives.