Aneema Bohara
Senior Relationship Manager at Union Bank | San Francisco, California, United States
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Aneema Bohara currently serves as a Senior Relationship Manager at Union Bank, where she leverages her extensive expertise in sales, marketing, and financial services to drive sustainable growth and deepen client engagement. In her pivotal role, Aneema is responsible for cultivating and maintaining high-value relationships with both prospective and existing clients, ensuring they receive tailored financial solutions that align with their unique needs. Her strategic approach involves comprehensive product and service consultations, guiding clients through complex decision-making processes with clarity and confidence.
Aneema's key projects include leading initiatives to expand the bank’s corporate client portfolio, implementing data-driven market analysis to identify new business opportunities, and developing innovative sales strategies that have consistently surpassed revenue targets. Her ability to analyze market trends and leverage tools like Tableau and Microsoft Excel enables her to craft actionable insights, optimize cross-selling opportunities, and enhance client retention. Notably, her efforts contributed to generating over $15 million in consumer and business loans in 2021, exceeding her sales goals by 50%, and establishing her as the #1 banker in loan origination within her team.
Her core competencies in financial analysis, credit assessment, and strategic business planning complement her strong account management skills, positioning her as a trusted advisor in the banking industry. Aneema’s proactive approach to new business development and her deep understanding of banking products and services make her a valuable asset to Union Bank, where she continues to drive revenue growth while delivering exceptional client service.
Senior Relationship Manager at Union Bank in March 2020 to Present
Senior Relationship Banker at Union Bank in April 2017 to February 2020
Branch Operations Officer at Union Bank in July 2016 to April 2017
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Lincoln University (Oakland, CA), September 2026
School of Management, Tribhuvan University, Bachelor of Business Administration - BBA, September 2026
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Financial Services
Consumer Lending
Small Business Lending
Credit Analysis
New Business Development
Marketing Strategy
Market Research
Microsoft Excel
Banking
Sales
Financial Analysis
Business Analysis
Microsoft Office
SQL
Tableau
Risk Management
Business Strategy
Sales & Marketing
Analytical Skills
Business Administration
Account Management
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Discover more about Union BankWhat is Aneema Bohara email address?
Email Aneema Bohara at [email protected] and [email protected]. This email is the most updated Aneema Bohara's email found in 2026.
How to contact Aneema Bohara?
To contact Aneema Bohara send an email to [email protected] or [email protected]. (updated on February 02, 2025)
What company does Aneema Bohara work for?
Aneema Bohara works for Union Bank
What is Aneema Bohara's role at Union Bank?
Aneema Bohara is Senior Relationship Manager
What is Aneema Bohara's Phone Number?
Aneema Bohara's phone (213) ***-*350
What industry does Aneema Bohara work in?
Aneema Bohara works in the Banking industry.
Aneema Bohara Email Addresses
Aneema Bohara Phone Numbers
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