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ARUN KUMAR

Business-driven Relationship manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Key Skills

Team Management
Financial Analysis
Customer Relationship Management

Professional Experience

Feb 2022
Present
Relationship Manager
ICICI BANK LTD. Noida, IN
  • Managed a portfolio of high net worth clients at ICICI BANK LTD, overseeing their financial needs and preferences to provide tailored solutions and services.
  • Utilized strong customer relationship management skills to build trust and loyalty with clients, resulting in increased retention rates and referrals.
  • Cross-sold banking products and services to clients to enhance their overall financial relationship with the bank and maximize revenue opportunities.
  • Conducted regular audits of client accounts and transactions to ensure compliance with regulatory requirements and internal policies, minimizing risks for the bank and clients.
  • Collaborated with various internal teams such as wealth management, credit, and operations to deliver seamless and integrated services to clients, ultimately driving business growth and customer satisfaction.
  •  As a Relationship manager here, I am responsible for taking care of customer's portfolio (Portfolio Management) and providing them the best suited products as per there need.
    Support branch sales initiatives by actively promoting banking products and services.
    Streamlined branch operations by effectively collaborating and implement best practices.
    Gained valuable hands-on experience in various aspects of investment banking operations including deal origination, execution and closing procedures. 
Nov 2020
Aug 2021
Assistant Manager
MaxLife Insurance Co. Ltd Noida, IN
  •  In MaxLife Insurance I am taking care of Customer Advisory Team (CAT), in which we are also responsible for providing the best services to the existing customers of the company and making cross sell as well. 
  • Conducted regular financial analysis of sales data, identifying trends and opportunities for growth and development. Presented findings to senior management to inform strategic decision-making.
  • Built and maintained strong customer relationships, ensuring high levels of customer satisfaction and retention. Resolved customer complaints and issues in a timely and professional manner.
  • Implemented training programs for agents to enhance their product knowledge and sales skills, resulting in improved overall team performance and increased sales revenue.
  • Collaborated with other departments such as Marketing and Operations to develop and implement cross-functional initiatives to drive business growth and improve overall operational efficiency.
Jun 2019
Oct 2020
Financial service consultant
ICICI Prudential Life insurance co. Delhi, IN
  • Managed a team of 5 financial service executives, providing guidance and support in achieving sales targets and ensuring customer satisfaction.
  • Conducted in-depth financial analysis for clients to identify their insurance needs and recommend appropriate products and solutions.
  • Built and maintained strong relationships with customers, addressing their queries and concerns in a timely and professional manner.
  • Implemented strategies to enhance customer loyalty and retention, resulting in a high rate of repeat business and referrals.
  • Utilized strong skills in team management, financial analysis, and customer relationship management to drive business growth and achieve performance targets.

Education

Jul 2017
Jun 2019
Master in Business Administrations (MBA) in Ajay kumar garg institute of management, Gzb
Abdul Kalam Technical University, Lucknow
Jul 2014
Jun 2017
B.com (Hons) in Satyawati College
Delhi university

Hobbies & Interests

  • Outdoor Sports
  • Business quiz games

Languages

Hindi
(Fluent)
English
(Fluent)

Get in touch with ARUN