Open to opportunities

Dayana Raj

@dayanaraj

Message

Banking professional specializing in relationship management and credit analysis.

India

Message

What I'm looking for

I seek a client-facing banking role where I can deepen relationships, drive product cross-sell, contribute to revenue growth, and continue professional development in credit and wealth management.

I am a banking professional with over six years of experience in relationship management, financial analysis and customer service, focused on delivering measurable results for high-net-worth clients.

At IDFC First Bank I managed a portfolio of 1,000+ HNW clients with a book size of ₹70 crore, maintaining relationships, identifying business opportunities and advising on financial products and investments.

Previously I supported CASA and credit-card clients at Standard Chartered GBS and handled international client queries at CSS Corp and Sutherland Global Services, resolving escalations, documenting issues and maintaining operational reports.

I bring strong skills in credit analysis, client acquisition, lead generation, MS Office reporting and team coordination, and I am eager to apply my service-oriented approach to grow client relationships and business revenue.

Experience

Work history, roles, and key accomplishments

NRI Relationship Manager

IDFC First Bank Limited

Nov 2023 - May 2024 (6 months)

Managed a portfolio of 1,000+ high-net-worth clients with a book size of ₹70 Crore, maintained client relationships, identified new business opportunities, and applied product knowledge to increase bank business.

Relationship Management Wealth Management Client Acquisition Financial Products Portfolio Management Customer Service Market Analysis

Senior Executive

Standard Chartered GBS

Nov 2016 - Nov 2019 (3 years)

Provided voice and email support to CASA and credit card clients, documented product issues, maintained Excel reports, handled complaints, and executed cross-selling of loans and investment products.

Customer Support Cross Selling Credit Cards Excel Reporting Email Support

Support Engineer

CSS Corp

Oct 2014 - Jul 2016 (1 year 9 months)

Managed international client logistics queries via voice and email, provided accurate postal service information, created shipping labels, and ensured client satisfaction through timely resolution.

Customer Support Logistics Email Support

Process Associate

Sutherland Global Service

Nov 2012 - Jan 2016 (3 years 2 months)

Managed international Amazon UK chat and email support, handled data validation and maintenance, resolved escalations, and collaborated with teams to improve service delivery.

Chat Support Email Support Data Validation Customer Service Teamwork Documentation