Mag. Richa Srivastava
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Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Richa Srivastava
- 5 months, May 2016 - Sep 2016
Priority Relationship Manager
Standard Chartered Bank
This profile focuses on selling wealth products and investment services to individuals and networking with outside referral sources. Advising clients regarding their investment, retirement and estate planning needs. Maintain and increasing the Ledger book Delegate supervision of daily operations to branch staff. Identifying potential business opportunities from both new and existing customers Set priorities, sales responsibilities and ensure the completion/implementation of the sales activities.
- 1 year and 9 months, Aug 2014 - Apr 2016
Privy Relationship Manager
Kotak Mahindra Bank
This profile is a versatile profile which includes handling Portfolio and wealth management of HNI Clients The profile is of maintaining strong fruitful working relationships with customers, dedicated to exceeding client expectations, create and support client retention strategies for existing and new customer base.
- 3 years and 4 months, May 2011 - Aug 2014
Customer Service Manager
IndusInd Bank
This profile includes developing strategies to satisfy the expectations and demands of customers and working with staff and customers to achieve targets • Delegate supervision of day-to-day operations to staff in branch outlets and Delivery of sales strategies and targets , Ensuring all compliance & skills of the individual is completed as per stipulated guidelines of the bank
- 2 years and 9 months, Aug 2008 - Apr 2011
Personal Finance Manager
Standard Chartered Bank
This profile is a versatile profile which includes handling Portfolio and wealth management of HNI Clients The profile is of maintaining strong fruitful working relationships with customers, dedicated to exceeding client expectations, create and support client retention strategies for existing and new customer base.
- 1 year and 2 months, Jun 2007 - Jul 2008
Financial Consultant
ICICI Prudential Life Insurance
Dealing with high profile customers and generated business through Doctor Channel and Atlas Leads, selling a very Challenging and Innovative Health Plans as well as Life Insurance of ICICI Prudential.Mointoring Customer’s Issues, doing their Portfolio Management
- 1 year and 4 months, Feb 2006 - May 2007
Relationship Executive
Standard Chartered Bank
Dealing with high profile customers and generated business through them by opening current and saving A/C, selling Life Insurance of Bajaj Alliance and several products of Standard Chartered Bank such as 2 in 1 FDs, Gold debit card, crossselling mutual funds, looking after sales target.
Ausbildung von Richa Srivastava
- 3 years and 1 month, Jun 2001 - Jun 2004
Computer Science
Indira Gandhi National Open University
Computer Science
- 3 years and 2 months, Apr 1998 - May 2001
Chemistry
Allahabad University
Chemistry, Botany and Zoology
Sprachen
English
C1 (Fließend)
German
A1-A2 (Grundkenntnisse)
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