Utkarsh Misra
Summary
Relationship management professional. Proven ability to build and sustain client relationships while consistently meeting organizational goals. Recognized for teamwork, adaptability, and achieving results. Skilled in conflict resolution and effective communication.
Overview
10
10
years of professional experience
Work History
Relationship Specialist
Abu Dhabi Commercial Bank
09.2025 - Current
- Managing over 300 clients with an AUM of AED 100 million and servicing them according to ADCB service standards.
- Cultivated strong client relationships through proactive communication and personalized service strategies.
- Collaborated with cross-functional teams to implement strategic marketing campaigns aimed at customer acquisition.
- Analyzed customer feedback to identify trends, enhancing service delivery and client satisfaction.
- Developed and maintained strong customer relationships to enhance satisfaction and loyalty.
- Streamlined communication processes, reducing response times for customer inquiries.
- Implemented CRM tools to track interactions and optimize client engagement efforts.
Relationship Manager
Sukoon Insurance
04.2023 - 08.2025
- Manage a portfolio of HNWI clients, both expat and local, with cumulative AUM exceeding $50 million, providing tailored solutions including life, investment, and estate planning.
- Conduct regular portfolio reviews and financial assessments to align with client goals.
- Lead joint calls with wealth RMs to coach and guide relationship managers, enhancing client engagement.
- Ensure compliance with regulatory and governance while ensuring high service standards.
- Collaborate with Marketing, Compliance, and Policy Bazaar for strategic initiatives and cross-sell opportunities.
Relationship Officer
Islamic Arab Insurance Co. (Salama)
05.2021 - 03.2023
- Enhanced client satisfaction by resolving investment and service-related issues for HNWI clients.
- Collaborated closely with FAB Bank to support client onboarding and streamline investment solution delivery.
- Conducted market research and data analysis to identify wealth growth opportunities and client segmentation strategies.
- Built a sales pipeline through prospecting and referrals, managing client relationships and product knowledge to close deals.
- Managed client accounts, ensuring clear communication and a high standard of service delivery.
Insurance Specialist
MetLife (via Mashreq Bank)
01.2018 - 04.2021
- Led 2–4 teams of 20 salespeople across multiple branches, mentoring them on prospecting and product placement.
- Focused on high-value client conversion and long-term relationship building, achieving a 30% increase in client-linked revenue.
- Created and launched a new client team in partnership with Mashreq Bank, reducing client acquisition time by 20%.
- Exceeded an ANP of $220,000 in 2019 and $240,000 in 2020, achieving revenue targets consistently.
Relationship Manager
Omega Insurance Brokers
01.2017 - 12.2017
- Marketed customized insurance and investment portfolios tailored to client needs.
- Onboarded over 22 HNWI clients, generating $180,000 in potential business.
- Managed growth client portfolios, focusing on re-engagement, upselling, and advisory services.
- Facilitated collaboration between Medical and Life departments to provide seamless solutions.
Relationship Advisor
Magnus Commercial Brokers
01.2016 - 12.2016
- Exceeded sales targets consistently through relationship management and lead conversion.
- Managed a team of 12 in workforce planning, strategy, and sales coaching.
- Customized insurance programs and handled complex transactions.
- Promoted to General Manager within one year for outstanding performance and leadership.
Office Manager
BIYT Management Consultancy
09.2015 - 12.2015
- Designed and implemented sales and marketing strategies aligned with insurance and investment goals.
- Managed compliance, HR, and finance operations, including payroll and employee relations.
- Developed market collateral and web content to support business growth initiatives.
Education
MBA - Marketing & Sales
UPTU, Lucknow
Lucknow01.2014
BBA - Business Administration
Amity University, Lucknow
Lucknow01.2012
ICWIM Certified (Level 3)
CISI
05-2025
Skills
- Client relationship management for affluent clients
- Investment & Insurance Advisory
- Portfolio Growth & AUM Management
- Client Retention & Loyalty Strategy
- CRM & Client Journey Management
- Sales Coaching & Team Enablement
- Cross-functional Banking Coordination
- Patience and tolerance
Timeline
Relationship Specialist
Abu Dhabi Commercial Bank
09.2025 - Current
Relationship Manager
Sukoon Insurance
04.2023 - 08.2025
Relationship Officer
Islamic Arab Insurance Co. (Salama)
05.2021 - 03.2023
Insurance Specialist
MetLife (via Mashreq Bank)
01.2018 - 04.2021
Relationship Manager
Omega Insurance Brokers
01.2017 - 12.2017
Relationship Advisor
Magnus Commercial Brokers
01.2016 - 12.2016
Office Manager
BIYT Management Consultancy
09.2015 - 12.2015
BBA - Business Administration
Amity University, Lucknow
MBA - Marketing & Sales
UPTU, Lucknow
ICWIM Certified (Level 3)
CISI