Saroj Duwadi
Auburn,NSW
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
5
5
years of professional experience
Work History
Assistant Relationship Manager
Laxmi Bank
01.2020 - 11.2022
- Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
- Ensured compliance with regulatory requirements by keeping up-to-date with industry changes and implementing necessary adjustments within processes.
- Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
- Participated in weekly team meetings to discuss progress towards goals and share best practices for improved performance outcomes.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Built relationships with customers and community to establish long-term business growth.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Assistant Relationship Manager
NICASIA Bank
02.2018 - 01.2020
- Strengthened client relationships by providing consistent support and addressing their financial needs.
- Conducted comprehensive credit risk assessments on potential clients to maintain a healthy lending portfolio and minimize risk exposure.
- Provided timely solutions to client inquiries, effectively resolving concerns and promoting long-term loyalty.
- Collaborated with Relationship Managers to develop tailored financial strategies for each individual client, maximizing investment returns.
- Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
- Contributed to sales targets by actively participating in cross-selling initiatives across various product lines.
- Participated in weekly team meetings to discuss progress towards goals and share best practices for improved performance outcomes.
- Evaluated risks associated with credit products prior to approval or renewal to protect company assets while supporting profitable growth opportunities for clients.
- Assisted in the preparation of detailed credit applications by gathering all necessary information and documentation required for approval processes.
- Liaised with internal teams such as operations, treasury, and legal departments to ensure seamless execution of transactions on behalf of clients.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
Education
Bachelor Of Information Management - Accounting And Computer Science
Prime College
Kathmandu, Nepal2016
Skills
- Portfolio Management
- Cross-Selling Product
- Client Engagement
- Sales Reporting
- Loans
- Relationship Building
- Customer Relationships
- Product Recommendations
- Customer Education and Consulting
- Time Management
- Attention to Detail
- Sales proficiency
Timeline
Assistant Relationship Manager
Laxmi Bank
01.2020 - 11.2022
Assistant Relationship Manager
NICASIA Bank
02.2018 - 01.2020
Bachelor Of Information Management - Accounting And Computer Science
Prime College
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