lakhraj gopal chawla
london,United Kingdom
Summary
Reliable student ready to acquire skills in relationship management. Prepared to support team with innovative ideas to help improve quality of customer service. Enthusiastic professional dedicated to providing world class customer service. Possesses drive and aptitude to build relationships with stakeholders on phone and in person. Works to deadlines and consistently meets targets. Competent Relationship Officer experienced in managing social media output, media relationships and lead generation. Works collaboratively with other colleagues and departments to offer seamless service to customers.
Overview
8
8
years of professional experience
Work history
Senior Relationship Manager
Bank of Baroda
Ahemdabad, Gujarat
12.2021 - 05.2023
- Assessed current processes to maximise opportunities for customer satisfaction.
- Leveraged strong ambition and business acumen, regularly exceeding targets and expectations.
- Liaised between customers, staff and stakeholders to maintain constructive communications.
- Experienceof handling multipleproducts, such as Capital Market
- Mutual Funds, CorporateFD& Bonds, PMS, Insurance, &Currency Market
- Review Client portfolio quarterly
- To cross-sell the products by identifying customers need. (MF/Insurance/PMS)
- Deft inidentifying customer needs andassessing their risk appetite and then, delivering presentations, carrying out negotiation and closing deals.
- Effective communicator who seeks positive resolution to problems through active listening and commitment to integrity.
- Profound ability to interact with new and existing customers
- Ability to generate new business
- Abilityto extend beyond a single product toa multi-product focus.
- Quick learner: Proven ability to quickly learn the product & adapt to changing management priorities.
Branch Relationship Officer
AXIS BANK LTD
Ahmedabad, Gujarat
04.2017 - 11.2021
- Handling of Government Business Transactions, KYC, BNA, Machines and Recycler Machines, Transfers,Insta kits, and RTGS, DD etc
- Handling opening of various accounts such as Saving Ac / Currents Ac / Term Deposits
- Completed documentation for lines of credit and loans on behalf of customers.
- Progressed legal action for overdue accounts.
- Devised credit and repayment plans for secure finance management.
- Got Promoted to Deputy Manager in 2 years of span
- Issued official approval and rejection notices within allowable limits and in line with institutional risk profiles.
- Reviewed and submitted applications to management with recommendations.
- Analysed financial statements to identify client viability and risk.
- Built positive relationships with lenders to achieve optimal client deals.
- Interviewed customers to assess current and projected financial positions.
- Met with applicants to collect information about personal histories, current loans and income.
- Conducted research into references for reliable approval outcomes.
Customer Relationship Officer
ICICI Lombard GIC LTD
Mumbai, Maharashtra
06.2015 - 08.2016
- Conducted customer surveys and recommended ways of improving customer satisfaction.
- Studied local market, identified potential opportunities and informed sales team to follow up.
- Educated customers about company products, services and special offers.
- Investigated complaints thoroughly to deliver positive customer outcomes.
- Achieved set KPIs with help from team leader and managers.
- Met Service Level Agreements through strategic planning and workload management.
- Assessed current processes to maximise opportunities for customer satisfaction.
Education
MSc International Management -
Regent college london
London 09.2023 -
Skills
- Product knowledge
- Quality Assurance and Control
- Prospecting
- Customer service
- Sales strategies
- Performance management
- Cash handling
- Data entry
- Training and development
- Account management
- General sales administration
- Customer retention strategies
- Cross-sell strategies
- Quote creation and follow-up
- Strategic planning
- Inter-departmental collaboration
Additional Information
- kubeshwar mahadev temple Saijpur-Bogha
Languages
English
Advanced
Hindi
Native
Gujarati
Fluent
Marathi
Advanced
Hobbies
Accomplishments
Got Promoted to Deputy Manager in 2 yeras of span.
Got top ratings 4 twice out of 5 in 2018 & 2019 in Axis Bank.
Timeline
MSc International Management -
Regent college london
09.2023 -
Senior Relationship Manager
Bank of Baroda
12.2021 - 05.2023
Branch Relationship Officer
AXIS BANK LTD
04.2017 - 11.2021
Customer Relationship Officer
ICICI Lombard GIC LTD
06.2015 - 08.2016
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