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Rajiv Sharma

Senior Relationship Manager
Ahmedabad, Gujarat, India
Mobile: 7987987978
Email: test123456@gmail.com
LinkedIn: https://linkedin.com/in/rajiv-sharma-rm

Title

Senior Relationship Manager: Cultivating Client Success and Driving Business Growth

Career Objective

To utilize my strong communication and interpersonal skills to develop and maintain long-lasting client relationships, ultimately driving business growth and exceeding sales goals in the role of Relationship Manager.

Professional Experience

Relationship Manager
HDFC Bank Ltd., Ahmedabad, Gujarat
July 2021 – Present

  • Managed a portfolio of retail and SME clients, ensuring consistent relationship growth and service quality.
  • Achieved an average of 110% of quarterly revenue targets through effective cross-selling of banking products.
  • Handled client onboarding, KYC documentation, and compliance as per regulatory norms.
  • Provided customized financial solutions including savings accounts, loans, insurance, and investment products.
  • Strengthened client retention through proactive engagement and timely issue resolution.

Customer Relationship Executive
ICICI Prudential Life Insurance
June 2019 – June 2021

  • Built and maintained relationships with existing policyholders and new prospects.
  • Conducted financial need analysis to recommend suitable insurance and investment plans.
  • Addressed customer queries, policy servicing requests, and grievance resolution.
  • Supported senior relationship managers in achieving branch-level sales targets.

Skills

  • Relationship Building & Negotiation
  • Sales Planning & Target Orientation
  • Presentation & Communication Skills
  • Problem Solving & Client Advocacy

Core Competencies

  • Client Relationship Management
  • Key Account Handling & Portfolio Management
  • Customer Acquisition & Retention
  • Cross-Selling & Up-Selling Strategies
  • Revenue Growth & Target Achievement
  • Client Onboarding & KYC Compliance
  • Needs Analysis & Solution Selling

Certifications

  • NISM Series V-A: Mutual Fund Distributors Certification
  • Customer Relationship Management Certification – Coursera

Education

Bachelor of Commerce (B.Com)
Gujarat University, Navrangpura, Ahmedabad, India
Completed: September 2019
Percentage: 92%

Accomplishments

  • Consistently ranked among the top 10% performers in the region for customer acquisition.
  • Increased client portfolio value by over 30% within one year through strategic relationship management.

Position Overview

The Senior Relationship Manager is responsible for building, managing, and expanding long-term client relationships to drive revenue growth and customer satisfaction. The role focuses on client acquisition, portfolio management, cross-selling financial products, and ensuring regulatory compliance. A Senior Relationship Manager acts as a trusted advisor by understanding client needs and delivering customized financial solutions while consistently achieving business targets.

Company Overview

HDFC Bank Ltd. is one of India’s leading private sector banks, offering a wide range of financial products and services including retail banking, SME banking, loans, insurance, and investment solutions. Known for its strong customer-centric approach, digital innovation, and regulatory compliance, HDFC Bank serves millions of customers across India through an extensive branch and digital network.

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