Raman Goyal

Banker

Role
Relationship Manager at ICICI Bank
Location
Gurugram, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Raman Goyal

Banker is a professional who is responsible for managing financial transactions of…

Experience

  1. Relationship Manager

    ICICI Bank

    Mar 2024 — Present · Gurugram, IN

    Develop and maintain strong relationships with existing and potential clients both RI and NRI• Experience in KYC and documentation in the retail sector for both RI and NRI.• Data analysis and TAT reduction, policy adherence of various processes and products.• Reviewing and validating the authenticity of customer documents.• Understand clients\' financial needs and provide them with suitable solutions and products offered by the bank• Achieve sales targets by cross-selling and up-selling various banking products and services• Act as a single point of contact for all clients and provide them with excellent customer service• Conduct regular portfolio reviews and provide financial advice to clients to help them achieve their financial goals• Collaborate with other departments and teams within the bank to ensure seamless service delivery to clients• Adhere to all regulatory and compliance guidelines while carrying out job responsibilities

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Raman Goyal — Relationship Manager at ICICI Bank in Gurugram, IN | Unifers