Krishna Rasal

Operations Associate

Mumbai, Maharashtra, India5 yrs 11 mos experience

Key Highlights

  • Expert in Digital Relationship Management and CRM strategies.
  • Proven track record in enhancing customer engagement through technology.
  • Strong background in financial services with 5+ years of experience.
Stackforce AI infers this person is a Fintech professional specializing in digital customer engagement and CRM solutions.

Contact

LinkedIn

Skills

Core Skills

Digital Relationship Management (vrm)Crm Strategy & Implementation

Other Skills

Agile MethodologiesAnalytical SkillsBankingBehavioral FinanceCRM ImplementationCustomer Relationship Management (CRM)Customer RetentionDirect SalesE-commerceEquitiesFinancial PlanningInterpersonal SkillsInvestmentsLead GenerationManagement

About

I am currently working for establishment of a new Virtual Relationship Management (VRM) channel at Invesco AMC, driving a digital-first approach to customer engagement and scalable relationship models. My work spans strategy, technology, and execution, including: Designing the VRM operating framework through benchmarking top AMCs Implementing and integrating enterprise-level CRM platforms Evaluating & negotiating with technology vendors for scalable deployment Authoring the Business Requirement Document (BRD) for leadership approval Backed by 5.10+ years of BFSI experience, I have worked across both frontline sales and digital relationship roles — from HDFC Bank & HDB Financial Services (Sales) to ICICI Prudential AMC (Virtual Relationship Management). 💡 I specialize in: ✔️ Digital Relationship Management (VRM) ✔️ CRM Strategy & Implementation ✔️ Process Design & Stakeholder Collaboration ✔️ Customer Retention & Revenue Enablement I thrive on transforming traditional sales structures into tech-enabled engagement engines. Let’s connect if you’re exploring VRM, CRM modernization, or digital distribution strategies in financial services.

Experience

Invesco asset management (india) private limited

Deputy Manager

Jul 2025 – Present · 8 mos · Mumbai, Maharashtra, India

  • I am currently working for establishment of a new Virtual Relationship Management (VRM) department at Invesco AMC, working closely with multiple internal teams to define operational processes, technology infrastructure, and performance frameworks.
  • Key responsibilities include:
  • Conducting competitive benchmarking against leading AMCs. replicate and enhance successful VRM models.
  • Implementing a CRM system and integrating it with existing enterprise platforms to enable seamless customer engagement and tracking.
  • Evaluating and negotiating with technology vendors to ensure cost-effective and scalable CRM solutions.
  • Authoring a comprehensive Business Requirement Document (BRD) to present to the board.
  • This initiative has strengthened my expertise in process design, CRM implementation, stakeholder and vendor management, and strategic documentation, enabling me to build scalable digital sales and relationship functions.
Digital Relationship Management (VRM)CRM Strategy & ImplementationProcess DesignStakeholder CollaborationCustomer RetentionRevenue Enablement

Icici prudential amc ltd

2 roles

Assistant Manager

Apr 2025 – Jul 2025 · 3 mos

  • Fostered and maintained relationships with clients through virtual communication and meetings.
  • Provided personalized financial advice and guidance to clients based on their investment needs and goals.
  • Conducted virtual meetings to review clients' portfolios and recommend suitable investment strategies.
  • Utilized digital platforms and tools to streamline processes and enhance the overall client experience.
  • Achieved sales targets by promoting mutual fund products and upselling additional services to existing clients.
  • Stayed updated on market trends, regulatory changes, and product offerings to provide informed recommendations to clients.

Virtual Relationship Manager

Nov 2022 – Apr 2025 · 2 yrs 5 mos

Hdfc bank

Sales Officer

Apr 2022 – Nov 2022 · 7 mos · Mumbai, Maharashtra, India

Hdb financial services ltd.

Virtual Relationship Manager

Jan 2020 – Apr 2022 · 2 yrs 3 mos · Mumbai Metropolitan Region

  • Build and maintaining profitable relationships with customers.
  • Expand the customer base by upselling and cross-selling.
  • Responsible for managing a premium portfolio of 1500 customers providing prompt and accurate service to promote customer loyalty.
  • Addressed client needs through a detailed understanding of financial products and digital banking channels offering the best option according to their interest ranging from Life insurance, FD's &RD's, Demat Account, Government schemes, etc.
  • Reviewed and verified transactions to ensure proper processing according to established quality and compliance standards.
  • Connect customers through Calls, Emails, Personal Visits for important updates, query resolution, Portfolio Planning, etc.
  • Managing Pipeline of various loans like Home Loan, Personal Loans, etc, equaling INR 3-5 Cr every month, within Bank's risk parameters.
  • ensuring all credit documentation are duly executed and indentilying possible events leading to default.

Education

Tolani College Of Commerce

Bachelor of Management studies — Marketing

Jan 2016 – Jun 2019