Rohit Shrivastava

Detail-oriented Banking Relationship Manager experienced with routinely assessing and meeting the financial needs of various individual and business customers. Adept at handling various banking transactions. Focused on applying knowledge of financial products and investment packages to offer to existing and new customers.

Sr. Key Account Manager - TATA AIA / CENTRAL BANK OF INDIA (BANCASSURANCE) - Patna, Bihar, India

(2022-08)

• Generated new businesses via new client acquisition and referrals from bank channels.
• Analyzed and reviewed potential business to ensure maximum profitability.
• Built and expanded existing client relationships through pro-active contact, account planning, and effective pipeline management.
• Identified and prioritized activities to maximize revenue contribution from the allocated client portfolio.
• Provided a high level of professionalism in conducting consultations and profiling with clients.
• Recommended strategies where account management or recovery is needed on problem accounts, assisting risk in identifying sources for minimizing loan losses.
• Analyzed financial requirements of clients and match with bank's product offerings.
• Reviewed past due reports, input action taken in these reports.
• Assisted in review planning and proactively contacted customers for documents - financial statements, insurance reports.

Relationship Manager - PNB / METLIFE (BANCASSURANCE) - Bihta Patna, Bihar, India

(2021-08 - 2022-08)

• Generated new businesses via new client acquisition and referrals from bank channels.
• Analyzed and reviewed potential business to ensure maximum profitability.
• Built and expanded existing client relationships through pro-active contact, account planning, and effective pipeline management.
• Identified and prioritized activities to maximize revenue contribution from the allocated client portfolio.
• Provided a high level of professionalism in conducting consultations and profiling with clients.
• Analyzed financial requirements of clients and match with bank's product offerings.
• Reviewed past due reports, input action taken in these reports.
• Assisted in review planning and proactively contacted customers for documents - financial statements, insurance reports.

Stock Market Trader - Self Employed (Angel Broking Pvt Ltd & Alice Blue Pvt Ltd)

(2014-01 - 2021-07)

Analyzed market inequities to personally benefit in individual stock market trades as quick as a few seconds to as long as a week. Perform a lot of chart analysis as well as fundamental analysis, both individually and on entire sectors, keeping in mind Indian Stock market and worldwide economic and political events.

Senior Officer / CSM - ICICI BANK - Chakradharpur, Jharkhand, India

(2011-12 - 2014-12)

Built a rapport with credit union customers and internal staff. Trained new hires and supervised the teller line. Selected as the branch mentor for all new hires.

• Supervised four tellers and ensured ongoing maintenance and compliance with bank guidelines. Balanced the cash drawer, two ATMs, and the main cash vault on a daily basis. Achieved a 97% teller balancing average.
• Served as the key point of contact for teller questions and troubleshooting in the absence of the teller. Trained new hires; identified and rectified balancing errors.

Assistant Relationship Manager - AnandRathi - Patna, India

(2009-02 - 2010-12)

Managed customer requirements; processed sales referrals, and promoted company services and products. Consistently provided outstanding customer service. Developed fliers to promote new and existing products.

• Selected to serve as Relationship Manager; trusted with situations requiring high-level problem-solving and decision-making abilities. Trained new Assistant Relationship Manager on company procedures and sales techniques.

Insurance Advisor - ICICI Prudential - Buxar, India

(2008-04 - 2009-01)

Post Graduates Diploma - Banking & Operations - NIIT (2010 - 2011)

Graduation - General Studies - VKSU (2003 - 2006)

Higher Secondary School - General Studies - BIEC, Patna (2001 - 2003)

Secondary School - General Studies - BSEB, Patna (2000 - 2001)