Tannu Kataria

Resourceful and results-driven Associate Relationship Manager with outstanding expertise in developing and maintaining healthy customer pipelines. Consistently dedicated to attracting new business opportunities through exceptional customer service improvements, administrative oversight, and efficient operational execution.

Associate Relationship Manager / Relationship Manager - IDFC First Bank - Mumbai, India

(2025-12)

• Manage and strengthen long-term customer relationships by thoroughly understanding their individual financial profiles and providing tailored banking solutions.
• Proactively acquire new high-value customers while actively servicing and retaining existing retail banking clients.
• Promote and cross-sell comprehensive asset and liability products, including savings accounts, loans, insurance, and strategic investment products.
• Ensure strict adherence to statutory banking guidelines, internal risk management policies, and regulatory compliance protocols.
• Resolve complex client queries efficiently to deliver exceptional customer service standards and maintain absolute customer trust.
• Consistently achieve individual and organizational business targets while driving client satisfaction metrics upwards.

PGDM - Banking and Sales Services - Manipal University of BFSI (2025-08 - 2025-11)

Bachelor of Science - Mathematics - St. Xavier's College (2022-05 - 2024-05)