Pritam Sinha

About Pritam Sinha

Results-driven Wealth Management & Affluent Relationship Banking Professional with…

Experience

1. Virtual Relationship Manager

   HDFC Bank

   Jul 2023 — Present · Kolkata, IN

   Customer Insights and Profiling: •Analyzed data from CRM systems, social media, transaction histories, and demographics to build a 360-degree view of customers, identifying preferences, behaviors, and pain points, resulting in improved customer satisfaction by 15%.Personalized Engagement:•Utilized AI-driven algorithms to recommend personalized products, services, and solutions based on customer preferences.•Optimized communication channels (email, chat, video calls) based on data insights, increasing response engagement by 20%.Predictive Analytics: •Employed predictive analytics to anticipate customer lifecycle events, such as loan renewals and investment planning, leading to a 25% increase in cross-selling opportunities.Customer Segmentation: •Used Tableau, Excel, and Oracle FLEXCUBE to segment customers into high-value and general clients, enabling more targeted marketing campaigns. The segmentation strategy led to a 90% conversion rate for high-value clients.Performance Monitoring: •Tracked KPIs like customer satisfaction, response times, and issue resolution rates, driving continuous improvement and maintaining an average customer satisfaction score of 4.7/5.

Education

• Asansol Engineering College (AEC)

  Bachelor of Technology - BTech, Mechanical Engineering