Shalini Tomar

Partnerships Manager

Gurugram, Haryana, India6 yrs 10 mos experience

Key Highlights

8+ years in Banking and FinTech Partnerships
Expert in managing HNI portfolios and strategic alliances
Recognized for sales excellence and customer satisfaction

Stackforce AI infers this person is a Banking and FinTech Partnerships expert with a focus on strategic alliances and digital transformation.

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Skills

Core Skills

Banking PartnershipsBusiness DevelopmentHnw Portfolio ManagementFinancial PlanningHnw Client ManagementClient ServiceHnw Account ManagementClient AcquisitionRetail Banking OperationsService DeliveryCorporate Client RelationshipsSales TargetsCustomer ServiceProblem Solving

Other Skills

Digital PaymentsStrategic AlliancesDirect SalesCross-SellingProduct SalesStrategic PlanningUpsellingSuccessful NegotiationSales & Marketing AlignmentFinancial ServicesFinancial Management ExperienceRelationship BankingKey Account ManagementBuilding Business RelationshipsBanking

About

Results-driven Banking & FinTech Partnerships professional with 8+ years of experience across bank alliances, business development, digital financial solutions, and HNI relationship management. I specialize in building and managing strategic partnerships with banks, NBFCs, and financial institutions, enabling seamless implementation of digital payment platforms, banking solutions, and customer-centric financial products. My background spans FinTech partnerships, priority banking, wealth management, insurance, and service delivery, allowing me to bridge business, technology, and client needs effectively. Throughout my career, I have successfully: Driven revenue growth through strategic alliances and partner-led channels. Managed high-value HNI portfolios with strong focus on profitability and retention. Collaborated with cross-functional teams to deliver end-to-end financial solutions. Achieved consistent recognition for sales excellence, customer satisfaction, and leadership. Currently working as a Bank Alliance & Partnership Manager, I am passionate about digital transformation in financial services and expanding cross-border collaboration in emerging markets.

Experience

Indus tech rmc pvt. ltd

Bank alliance and partnership manager

Jan 2025 – Dec 2025 · 11 mos · Gurugram, Haryana, India · On-site

Developed and managed strategic banking partnerships to drive business growth. Negotiated and finalized mutually beneficial alliance agreements. Coordinated with marketing, sales, and product teams to align and implement partnership strategies.

Banking PartnershipsBusiness DevelopmentDigital PaymentsStrategic Alliances

Hdfc bank ltd – sda branch

Relationship Manager

Dec 2021 – Feb 2022 · 2 mos

Managed HNW portfolio worth ₹51+ Cr, exceeding revenue targets. Delivered financial planning and relationship management services. Acquired clients via direct sales and referrals, ensuring high service quality.

HNW Portfolio ManagementFinancial PlanningDirect Sales

Kotak mahindra bank ltd, gurgaon

Relationship Manager

Mar 2020 – Nov 2021 · 1 yr 8 mos

Handled a portfolio of HNW clients (₹51+ Cr), driving revenue and cross-selling products. Achieved consistent income targets and delivered exceptional client service. Led direct customer acquisition and portfolio growth initiatives.

HNW Client ManagementCross-SellingClient Service

Rbl bank ltd, jagruti enclave

2 roles

Relationship Manager

Promoted

Jun 2019 – Nov 2019 · 5 mos

Managed ₹7+ Cr in HNW accounts with focus on profitability and growth. Achieved sales and service targets; ensured seamless onboarding and retention. Recognized for client acquisition and superior relationship management.

HNW Account ManagementSales TargetsClient Acquisition

Ambassador

Jun 2018 – Jun 2019 · 1 yr

Supported retail banking operations and HNW client servicing. Achieved product sales targets including CASA, loans, and insurance. Addressed escalations and ensured excellent service delivery.

Retail Banking OperationsProduct SalesService Delivery

Indusind bank, noida

Service Project Manager

Dec 2016 – May 2018 · 1 yr 5 mos

Oversaw regional business growth and corporate client relationships. Delivered sales targets through strategic planning and customer visits. Promoted best practices across service and sales teams.

Corporate Client RelationshipsSales TargetsStrategic Planning

Wipro bpo ltd - noida

Customer Service Advisor

Jul 2015 – Dec 2016 · 1 yr 5 mos

Dealing with Customers queries and complaints in highly professional manner. Isolating problems and quickly identifying the solutions. Upsell different plans as per customer requirements.

Customer ServiceProblem SolvingUpselling