Open to opportunities

Alka Kumawat

@alkakumawat

Message

Customer Relationship Manager driving HNI growth and client loyalty through strategic advisory and sales.

India

Message

What I'm looking for

I seek a Customer Relationship Manager role in a growth-oriented bank where I can leverage HNI relationship management, investment advisory, and sales skills to grow liabilities and deepen client engagement in a collaborative, performance-driven team.

I am a results-driven Customer Relationship Manager with experience managing HNI banking and investment portfolios and delivering consistent growth in liabilities and assets. I combine strategic sales execution with client-focused investment advisory to exceed targets.

I have hands-on experience across retail banking, credit card sales, and digital payments, building relationships through proactive engagement and service excellence. I regularly engage clients to deepen CASA balances and ensure portfolio quality.

I bring strong negotiation, communication, MS Office and problem-solving skills, and I thrive in collaborative, performance-oriented teams focused on measurable client outcomes.

Experience

Work history, roles, and key accomplishments

Assistant Manager II

ICICI Bank

Apr 2023 - Nov 2024 (1 year 7 months)

Managed HNI banking and investment relationships, driving growth in liabilities and investments and increasing CASA through deepening and acquisition. Ensured portfolio quality via regular engagement and provided investment advisory and service for mapped clients.

Relationship Management CASA Growth Portfolio Management Client Engagement Investment Advisory MS Excel

Junior Officer - Credit Cards

HDB Financial Services

Feb 2020 - Apr 2022 (2 years 2 months)

Executed credit card sales and request processing, conducting outbound calls to customers and merchants and onboarding them to digital payment applications. Collected feedback and educated users on product features to drive adoption.

Customer Onboarding Outbound Calling Digital Payments Customer Feedback Product Education CRM MS Excel

Digital Help Desk

TalentPro

May 2019 - Feb 2020 (9 months)

Supported customers and merchants on digital payment methods, guided installation and usage of payment applications, and captured feedback to improve service adoption while deputed at HDFC Bank. Performed outbound outreach to drive digital onboarding.

Customer Support Digital Payments Onboarding Outbound Calling User Training Feedback Troubleshooting

Business Associate

Live Digital

Sep 2017 - Apr 2018 (7 months)

Conducted outbound calls to prospective customers, presented product and service details, updated CRM for interested leads, and collected customer feedback to support sales operations. Maintained accurate records and follow-up actions to nurture prospects.