Aashika Khanna
Jamnagar
Summary
Dynamic financial professional with a proven track record of almost 4 years, excelling in relationship building and investment analysis. Skilled in driving operational efficiency and strategic planning, I consistently deliver results that enhance client satisfaction and business performance. Committed to continual learning and compliance, I thrive in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Branch Relationship Officer
AXIS BANK
Jamnagar
08.2023 - 02.2025
- Analyzed customer requirements and recommended efficient investment products.
- Built positive and productive customer connections to drive consistent sales.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
Privilege Banker
ICICI Bank
Jamnagar
03.2021 - 06.2023
- Worked with clients to address and respond to client and partnership management issues
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database
- Developed summaries to assess each client's participation level and determine targets for follow-up plans
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
Assistant Accountant
Inayat Moosa And Company
Jamnagar
05.2019 - 08.2019
- Compiled general ledger entries on short schedule with 100% accuracy
- Balanced reports to submit for approval and verification
Education
MBA - Finance
Shri JVIMS MBA College GTU
Jamnagar, Gujarat08-2021
B. Com -
Shri G.H.G. Commerce College
Jamnagar, Gujarat04-2019
HSC (XII) - Commerce
St Ann's High School
Jamnagar, Gujarat03-2016
SSC -
St.Ann's High School
Jamnagar, Gujarat03-2014
Skills
- Financial Advising
- Investment analysis
- Operational efficiency
- Compliance awareness
- Continual learning
- Relationship building and management
- Strategic and financial planning
- Sales expertise
Languages
- English
- Hindi
- Gujarati
- Sindhi
Personal Information
- Nationality: Indian
- Marital Status: Single
Timeline
Branch Relationship Officer
AXIS BANK
08.2023 - 02.2025
Privilege Banker
ICICI Bank
03.2021 - 06.2023
Assistant Accountant
Inayat Moosa And Company
05.2019 - 08.2019
MBA - Finance
Shri JVIMS MBA College GTU
B. Com -
Shri G.H.G. Commerce College
HSC (XII) - Commerce
St Ann's High School
SSC -
St.Ann's High School
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