SIMPI BARUA
Paris
Summary
Dynamic and result - driven banking professional with over 6 years of experience in Relationship Management and Financial Advisory. I am committed to continuous learning and professional development. I bring a proactive attitude , strong analytical skills, and a passion for delivering exceptional services in fast- paced environments.Skilled in fostering long-term client relationships and executing strategic financial solutions.
Overview
6
6
years of professional experience
Work History
MANAGER
KOTAK MAHINDRA BANK
07.2022 - 08.2024
As a Preferred Relationship Manager ,Managing a portfolio of high-net-worth clients, providing personalized financial solutions and advisory services to meet their banking, investment and wealth management needs.
DEPUTY MANAGER
HDFC BANK LIMITED
07.2019 - 06.2022
Experienced Personal Banker focused on providing high - quality financial services and building long - term client relationships. Key responsibilities included managing a portfolio of Classic customers of the branch.
MANAGEMENT EXECUTIVE
HDFC BANK LIMITED
07.2018 - 07.2019
Supported branch operations and client relationship management, focusing on delivering exceptional banking services. Played a role in acheving branch sales target by promoting banking products and services. Managing branch walk-in client, and addressing customer queries.
Education
POST GRADUATE DIPLOMA IN MANAGEMENT (PGDM) - Marketing Management
BALAJI INSTITUTE OF MANAGEMENT AND HUMAN RESOURCE
Pune, India04-2018
BACHELOR'S IN FINANCE MARKET OPERATION - Finance
ST. XAVIER'S COLLEGE
Ranchi, India05-2015
CERTIFICATE CR IN BANKING OPERATION AND MANAGEMENT - Banking And Finance
ST. XAVIER'S COLLEGE
Ranchi ,India07-2014
High School Diploma -
BISHOP WESTCOTT BOY'S SCHOOL
Ranchi ,India03-2012
Skills
- Proficient in Microsoft Excel, Word, Powerpoint
- Investment Management
- CRM and Data Analysis
- Problem Solving
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Bengali
Advanced (C1)
French
Beginner (A1)
Timeline
MANAGER
KOTAK MAHINDRA BANK
07.2022 - 08.2024
DEPUTY MANAGER
HDFC BANK LIMITED
07.2019 - 06.2022
MANAGEMENT EXECUTIVE
HDFC BANK LIMITED
07.2018 - 07.2019
POST GRADUATE DIPLOMA IN MANAGEMENT (PGDM) - Marketing Management
BALAJI INSTITUTE OF MANAGEMENT AND HUMAN RESOURCE
BACHELOR'S IN FINANCE MARKET OPERATION - Finance
ST. XAVIER'S COLLEGE
CERTIFICATE CR IN BANKING OPERATION AND MANAGEMENT - Banking And Finance
ST. XAVIER'S COLLEGE
High School Diploma -
BISHOP WESTCOTT BOY'S SCHOOL
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