Alka User
@alkauser1
I am a customer-focused banking professional driving revenue and client satisfaction.
United StatesWhat I'm looking for
I am a driven banking professional with experience across retail banking, wealth management, and client service in both India and the USA.
I have managed HNI/HNW and corporate portfolios, delivered strong sales outcomes (including 80% CASA growth, 100% of insurance and SIP targets, and consistently exceeding sales goals), and led area operations that produced sustained premium growth. I recruited and trained over 40 relationship officers and implemented sales strategies that improved performance and compliance.
In my current client service role at a CFG Bank assignment, I handle complex client inquiries, resolve transaction and fraud issues, and collaborate with cross-functional teams to deliver end-to-end solutions while maintaining regulatory compliance. I take ownership of documentation, case tracking, and branch support to ensure smooth operations.
I hold an MBA + PGPM in Finance and HR and certifications in BSA/AML, IRDA life insurance, and NISM mutual fund distribution. I am committed to continuous learning, process optimization, and driving customer satisfaction and revenue growth through disciplined relationship management.
Experience
Work history, roles, and key accomplishments
Client Service Representative
Priority One Staffing
May 2025 - Present (3 months)
Serve as a frontline resource for CFG Bank clients, resolving account, transaction, and fraud issues via phone and email while supporting branch operations and ensuring regulatory compliance.
IBBranch Relationship Manager
IDFC FIRST Bank
Apr 2023 - Aug 2024 (1 year 4 months)
Managed HNI and corporate clients, cross-sold mutual funds, insurance, and liabilities, grew CASA portfolio by 80% and delivered 100% of insurance and SIP targets.
HBPreferred Relationship Manager
HDFC Bank
Jul 2022 - Mar 2023 (8 months)
Managed a portfolio of high-net-worth customers, driving revenue across banking, investment, and insurance verticals while ensuring full regulatory compliance.
BLDeputy Area Manager
Bajaj Allianz Life Insurance Co. Ltd.
Dec 2019 - Jun 2022 (2 years 6 months)
Managed area sales across multiple branches, recruited and trained 40+ relationship officers, and achieved 150% of sales targets consistently, driving premium growth.
Relationship Manager
HDB Financial Services
Sep 2018 - Dec 2019 (1 year 3 months)
Acquired new business through lead generation and cold calling, managed loan disbursal documentation, CIBIL analysis, and post-disbursement services to meet loan targets.
SLIntern
Sharekhan Ltd.
Jul 2017 - Aug 2017 (1 month)
Supported research and trading teams in daily operations and learned technical analysis and stock market operations.
Education
Degrees, certifications, and relevant coursework
NMNew Delhi Institute of Management
Master of Business Administration, Finance and Human Resources
2017 - 2019
Completed MBA and PGPM in Finance and Human Resources at New Delhi Institute of Management from July 2017 to August 2019.
Reliable Institute of Management and Technology
Bachelor of Business Administration, Finance
2013 - 2016
Activities and societies: First rank in college during the 1st, 3rd, and 4th semesters.
Completed Bachelor of Business Administration in Finance from June 2013 to July 2016, achieving first rank in the 1st, 3rd, and 4th semesters.
P.C Senior Secondary School
Higher Secondary Certificate (10+2), Higher Secondary
2012 - 2013
Completed Higher Secondary Certificate (10+2) in 2012ā2013.
K.D Field Public School
High School Certificate, Secondary Education
2008 - 2009
Completed High School (10th) in 2008ā2009.
Availability
Location
United StatesAuthorized to work in
Job categories
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