Shan 2366
Dedicated and Results Driven Relationship Manager
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About
Dedicated and Results Driven Relationship Manager With 10th Years of Experience in Banca Insurance, Banking Sales, NTB Account Acquisition, Portfolio Management, Team Building With a Strong Focus on Driving Business Growth.
Experience
Territory Manager (Bancassurance) - PNB Metlife India Insurance Co. Ltd - East Delhi, Delhi
(2025-06)
- Analyses clients need and recruitment and provide best insurance/ investment solutions.
- Financial consultant from Bank Relationship HNI Clients.
- Training development and motivate Financial consultant with Team or Bank Staff
- Daily follow up with team for business.
Relationship Manager Aspire Banking (DM Grade) - RBL Bank Ltd. - Krishna Nagar, Delhi
(2023-05 - 2025-06)
- I am Handled Aspire Banking Relationship with Bank Customers for Good References.
- Meeting/Visiting with Portfolio or HNI Clients for Business purpose.
- Attending Branch Relationship and Generating Leads for Bank Revenue Earning product.
- Cross Selling of Third Party Products: Life Insurance, General Insurance, Health Insurance, Credit Cards, Personal Loan, Auto Loan etc.
Relationship Officer (AM Grade) - Indusind Bank Ltd. - Okhla ph-1, Delhi
(2021-09 - 2023-05)
- I am Handled New Acquisition Accounts.(NTB Corporate Salary)
- Managing Key Relationships with Bank Customers for Good References.
- Attending Branch Relationship and Generating Leads for Bank Revenue Earning product.
- Cross Selling of Third Party Products: Life Insurance, General Insurance, Health Insurance, Credit Cards, Personal Loan, Auto Loan etc.
Senior Officer - Yes Bank Ltd. - Karolbagh, Delhi
(2019-07 - 2021-08)
- I am Handled New Acquisition Accounts.(NTB Corporate Salary)
- Managing Key Relationships with Bank Customers for Good References.
- Attending Branch Relationship and Generating Leads for Bank Revenue Earning product.
- Cross Selling of Third Party Products: Life Insurance, General Insurance, Health Insurance, Credit Cards, Personal Loan, Auto Loan etc.
Education
B.Com - Mahatma Gandhi University (2015)
Senior Secondary - N.I.O.S. Board (2011)
Higher School - C.B.S.E. Board (2008)
