Treepti Singh

About Treepti Singh

Experienced Branch Relationship Manager with 6 months of tenure at Kotak Mahindra Bank. In this role, successfully managed a portfolio of clients, ensuring excellent customer service and satisfaction. Developed and maintained strong relationships with existing clients, identifying their financial needs and providing appropriate solutions. Proactively acquired new clients through effective networking and lead generation techniques. Conducted thorough financial analysis for clients to identify investment opportunities, delivering personalized recommendations based on their objectives and risk tolerance. Consistently met and exceeded sales targets, resulting in increased revenue and growth for the branch. Collaborated with a team of professionals within the bank to provide comprehensive financial services to clients, including accounts, loans, and insurance products. Demonstrated strong communication and negotiation skills while liaising with internal stakeholders and external partners. Proficiently managed administrative tasks, including documentation, customer onboarding, and compliance with banking regulations. Overall, a dedicated and result-driven professional who consistently delivered exceptional performance, contributing to the success of Kotak Mahindra Bank.

Experience

1. Human Resources Executive

   Razor Infotech

   Jan 2024 — Present · Noida, IN

Education

• APJ Abdul Kalam Technological University

  Master of Business Administration - MBA, Marketing and IT

  2021 — 2023

• D.A.V. Public School - India

  Senior Secondary, Business/Commerce, General

• CCS (Chaudhary Charan Singh)University

  Graduation, Bachelor of Commerce

  2018 — 2021