Abhinav Kumar Shukla
203 Ravindra Palli Indira Nagar Lucknow
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 6-years track record of success in Banking Industry.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Service Relationship Manager-Private Banking
ICICI Bank Ltd
8 2018 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Responsible for Client services as well as providing support to the Financial Advisors.
- Deal with HNIs & UHNIs and then execute their financial n non financial investment transaction
- Understand clients’ needs and resolve their queries.
- To coordinate with High Net Individuals (HNI) for their documentation and assist them to have their accounts activated
- Ensure Smooth on-boarding and creation of client in the system
- Sharing Portfolio Reports and various statements on timely basis and on customer request
- Ensuring smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow.
- Seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless
- Worked with several departments to facilitate communication and deliver personalized solutions to customers.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Experience in the field of Forex within the depth knowledge of Outward Remittance, Inward Remittance, Forex Card etc.
Trade Desk Officer-Wealth
ICICI Bank Ltd
04.2017 - 07.2018
- Maintained full compliance with trade laws and regulations by tracking changing conditions.
- Handling branch trade transactions and coordinating with central trade team in Hyderabad and Mumbai for processing the transactions of wealth clients .
- Specialize in handling complex trade transactions like ECB,FDI,ODI,BG,LC etc.
Customer Service Manager-Wealth
ICICI Bank Ltd
04.2016 - 03.2017
- Introduced higher standards for customer service and increased efficiency by streamlining operations.
- Collaborated with marketing department to launch and manage promotional activities and campaigns.
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Followed through with client requests to resolve problems.
Education
Bachelor of Science - Science
Lucknow University
07.2009 - 06.2011
Intermediate - Science
UP Board
07.2006 - 06.2008
High School - Science
UP Board
07.2005 - 06.2006
Skills
Digital banking products and services
Banking services knowledge
Managed Service Provider (MSP) Relationship Management
Customer service skills
Customer relationship building
Certification
Post Graduate Diploma in Banking
Timeline
Trade Desk Officer-Wealth
ICICI Bank Ltd
04.2017 - 07.2018
Customer Service Manager-Wealth
ICICI Bank Ltd
04.2016 - 03.2017
Bachelor of Science - Science
Lucknow University
07.2009 - 06.2011
Intermediate - Science
UP Board
07.2006 - 06.2008
High School - Science
UP Board
07.2005 - 06.2006
Service Relationship Manager-Private Banking
ICICI Bank Ltd
8 2018 - Current
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