PUJA GURUNG
Welling
Summary
Dedicated banking professional with over 18 years of experience in client relationship management. Successfully managed portfolios of over 700 high-net-worth clients as a senior Relationship Manager for over 10 years emphasizing integrity and discretion. Delivered personalised financial solutions and tailored investment strategies by building strong client relationships and achieving significant portfolio growth through innovative financial planning, relationship management and risk management too. Proven track record in team support and training, alongside active involvement in wellbeing and multicultural networks. Adaptable and focused on achieving goals while prioritizing client needs.
Overview
15
15
years of professional experience
Work history
Corporate Relationship Manager
RBSI London
London
2023.03 - 2026.04
- Supporting broader coverage team across sectors, including Private Equity, Private Debt, Infrastructure and Real Estate.
- Providing direct support to customer portfolios within Client Management.
- Acting as primary contact for customer queries, escalating issues to stakeholders when necessary.
- Identifying and managing risks through proactive account management and credit stewardship.
- Collaborating with AML and RD teams for effective risk management.
- Facilitating onboarding of new customers, ensuring compliance with eligibility criteria.
- Managing facility renewals and amendments efficiently alongside credit and RD teams.
- Conducting periodic service reviews and coordinating joint meetings with stakeholders.
Private Banking, Drummonds
RBS, London
London
2016.04 - 2023.02
- Developed and maintained relationships with circa 720 high net worth clients possessing diverse financial needs.
- Managed portfolio with £89 million in credit balance and £47 million in loans.
- Conducted comprehensive and holistic financial meetings to understand client requirements thoroughly.
- Delivered customised financial solutions aligned with client goals and aspirations.
- Partnered effectively with Wealth Managers, Mortgage Advisors, and other key stakeholders to drive results.
- Ensured compliance by monitoring unusual activities and submitting timely credit reports.
- Diligently processed AML, FATCA, and PEP reports upon request.
- Facilitated and participated in external and internal networking events that resulted in increased client retention and identifying new business opportunities.
- Actively represented London Premier Banking Team in wellbeing, hospitality events and also spearheaded training initiatives for new Premier Banking Managers.
Relationship Manager
RBS City Office (Threadneedle Street)
London
2011.05 - 2016.03
- Oversaw diverse portfolio of around 550 affluent personal and business clients.
- Facilitated processing of new business and personal accounts for seamless integration.
- Attended and organised networking events to attract new clientele.
- Partnered with branch staff to address clients' daily banking requirements.
Education
BA(Hons) - International Business
Westminster University
London 2002.09 - 7 2005
Business and Maths
Pembrokeshire College
Wales 2001.09 - 7 2001
High School Diploma - A Levels
Kotagiri Public School
Nilgiris, South India 1995.05 - 3 2001
Skills
- Trusted advisorship
- Compliance monitoring
- Financial analysis and reporting
- Credit management
- Customer relationship management
- Client portfolio oversight
- Financial crime compliance
- Regulatory compliance
- Resilience under pressure
- Multi-tasking
ADDITIONAL LEARNING
- Women in Business Accreditation in February 2016
- Chartered Bankers qualification in November 2016
Timeline
Corporate Relationship Manager
RBSI London
2023.03 - 2026.04
Private Banking, Drummonds
RBS, London
2016.04 - 2023.02
Relationship Manager
RBS City Office (Threadneedle Street)
2011.05 - 2016.03
BA(Hons) - International Business
Westminster University
2002.09 - 7 2005
Business and Maths
Pembrokeshire College
2001.09 - 7 2001
High School Diploma - A Levels
Kotagiri Public School
1995.05 - 3 2001