Open to opportunities

bhagya sree

@bhagyasree1

Senior banking relationship manager who drives retail and priority customer growth through sales planning, product training, and portfolio management.

India

Message

What I'm looking for

I’m looking for a role where I can grow a priority banking portfolio, drive sales against targets, and deliver strong product training—partnering with teams to strengthen customer relationships and expand wealth-focused offerings.

I’m a highly organized, detail-oriented sales professional with 6 years of retail sales experience in the Banking and Financial Industry. In my current role as a Senior Select Relationship Manager at IndusInd Bank, I handle a priority portfolio of around 454 customers (including SHNIs and NRI customers) while fulfilling investment and financial needs across AIF, PMS, Mutual funds, Life Insurance, General Insurance, Fixed Deposits, and Forex services like inward and outward remittance.

Previously, as a Priority Banking Relationship Manager at Axis Bank, I managed a portfolio of around 300 priority customers (including HNI and NRI) and sourced high-value accounts while educating customers about new products and processes. Earlier, as a Sales Executive at SBI Funds Management Pvt. Ltd., I built relationships with Private & PSU Banks, organized investor awareness programmers, analyzed industry data to shape sales strategy, and delivered product training to channel partners and distributors.

Experience

Work history, roles, and key accomplishments

Current

Senior Relationship Manager

Current

IndusInd Bank Ltd.

Apr 2023 - Present (3 years 2 months)

Manage a priority banking portfolio of ~454 customers (including HNI/SHNI and NRI clients), providing end-to-end banking, investment, insurance, and forex solutions. Educate customers on new products and processes and source high-value accounts.

Priority Accounts Portfolio Management HNI And NRI Client Management Mutual Funds Product Training

Priority Banking Relationship Manager

Axis Bank Ltd.

Apr 2021 - Apr 2023 (2 years)

Handled and managed a priority portfolio of ~300 customers (including HNI and NRI clients), supporting their banking and investment needs. Sourced high-value accounts and educated customers on new products and processes, including mutual funds, insurance, fixed deposits, and forex services.

Priority Accounts Portfolio Management HNI And NRI Client Management Mutual Funds Fixed Deposit Customer Education Lead Sourcing

Sales Executive - Product Dev

Sbi Funds Management Pvt. Ltd

May 2018 - Apr 2021 (2 years 11 months)

Built relationships with private and PSU banks to drive sales and devised territory campaigns using industry data analysis. Organized investor awareness programs, maintained client data, provided product training to channel partners/distributors, and resolved distributor queries.

Sales Planning Investor Awareness Programs Campaign Management Client Data Management Product Training

Education

Degrees, certifications, and relevant coursework

Birla Institute of Technology, Mesra

Master of Business Administration (MBA), Human Resource & Marketing

Activities and societies: Internship in Manpower Planning and Recruitment & Selection from CMPDI (Coal India Subsidiary), Ranchi HQ.

Completed an MBA in Human Resource & Marketing in 2018. Completed an internship in manpower planning and recruitment & selection from CMPDI (Coal India subsidiary), Ranchi HQ.