Abhisek Mohanty
Bhubaneswar
Summary
Dynamic NRI Relationship Manager at ICICI Bank LTD. with expertise in risk management and financial analysis. Proven track record in driving portfolio growth and enhancing client satisfaction through personalized service. Adept at cross-selling banking products and navigating regulatory compliance, ensuring optimal client outcomes and retention.
Overview
3
3
years of professional experience
1
1
Certification
Work History
NRI Relationship Manager
ICICI Bank LTD.
12.2025 - Current
- Managing a portfolio of 1500+ NRI HNI and Super HNI customers with Consistent in MAB Book growth per month.
- Build strong personal rapport with clients to understand their banking, investment, and remittance needs.
- Cross-sell products like accounts, fixed deposits, foreign currency accounts, remittance services and loans.
- Conduct regular portfolio reviews to track performance and recommend financial solutions.
- Collaborated with branch and product teams to design customer-centric offers and campaigns.
- Organized and participated in overseas NRI customer virtual meets, webinars, and relationship events.
- Supported client onboarding for GIFT City investments and asset book growth.
- Facilitating International transactions, fund transfers and forex services.
- Monitor account inflows and outflows, stay alert to market shifts like interest and exchange rate fluctuations, and advise clients accordingly.
- Processing and managing inward and outward remittances and swift Tracking.
- Ensure timely resolution of client issues, service requests, and complaints in compliance with service quality standards.
- Provide guidance on documentation, KYC/AML requirements, and RBI/FEMA regulations for NRI accounts.
- Maintain high client satisfaction levels through personalized and proactive service.
- Adhere strictly to bank policies, KYC/AML guidelines, and FEMA/RBI regulations.
- Monitor account activities for risk indicators and ensure prompt reporting of suspicious transactions.
- Act as the single point of contact for all NRI customer queries and service requirements.
E-Relationship Manager
ICICI Bank LTD.
12.2023 - 01.2025
- Build and maintain long-term relationships with retail banking customers.
- Serve as the primary point of contact for customers' banking needs.
- Conduct regular follow-ups to understand evolving financial requirements.
- Promoted and cross-sold retail banking asset products.
- Acquired new customers through proactive sales activities, networking, and referrals.
- Monitor account transaction of HNI customers inflows and outflows activities for risk indicators and ensure prompt reporting of suspicious transactions.
- Monitor and manage a portfolio of retail customers to ensure product penetration and account profitability.
- Identify and mitigate risks associated with customer accounts.
- Adhere to bank policies, procedures, and regulatory requirements.
- Maintain accurate customer records in accordance with data protection laws.
- Perform due diligence and KYC checks to prevent fraud and ensure compliance.
Accounts Executive
PYH Tours Pvt.LTD.
07.2023 - 12.2023
- Records of accounts payable and performing reconciliations.
- Bank reconciliation and payment collection.
- Maintaining vouchers, receipts, bills and payments on Tally.
- Maintaining Cash Book and Petty Cash.
- Reconciliation of sundry debtors and creditors.
- Updating accounts receivables and issuing invoices.
- Reporting daily revenues.
- Keeping records of handling day to day accounting activities.
- Preparing weekly and monthly reports.
- Preparation of salary statements, PT, EPF and ESIC.
- Coordination with vendors and internal team.
- Basic Knowledge of GST, TDS and TCS.
- Updating internal systems with financial data.
- Calculation of Payroll.
HR Executive Intern
Gemini Consulting & Services India Pvt Ltd.
12.2022 - 02.2023
- Hiring of employee as per organization requirement.
- Handling joining & exit formalities of employees.
- Preparing offer letters, appointment letter, relieving letters and termination letters.
- Ensuring the timely payment of EPF, ESI, professional etc.
- Recording, monitoring, and maintaining attendance data of employees.
- Conducting performance appraisal.
- Conducting employee engagement activities.
- Calculation of Payroll.
Intern
Delhivery Ltd.
08.2022 - 11.2022
- Acquisition of new field executives and manage them.
- Onboarding new employees in Human Resource Information system.
- Acquisition and management of new delivery partners.
- Manage partner's life cycle in organization.
- Manpower vendor/agencies management.
- Work with Alternate delivery model where organization provides variable rates to the partners.
- Build up capacity of last mile agents and Regular field executives.
- Work on cost reduction of the company.
- Onboarding new vendors in partner management tool.
Education
Master of Business Administration - Finance & HR Specialization
Institute of Entrepreneurship Development
Bhubaneswar, Odisha01.2023
Bachelor of Business Administration -
Institute of Entrepreneurship Development
Bhubaneswar, Odisha01.2021
Intermediate in Science -
Alaka Mahabidhyalaya Antabata
Jagatsinghpur, Odisha01.2017
Matriculation -
Balikuda High School
Jagatsinghpur, Odisha01.2015
Skills
- Risk management and regulatory compliance
- Financial analysis and reporting
- Portfolio and asset management
- International banking and foreign exchange
- Data analysis and market research
- Project management and strategic planning
- Budgeting and financial forecasting
- Accounts payable and receivable
- Tax compliance and payroll management
- Service delivery and client retention
- Invoice processing and account reconciliation
- Microsoft Office Suite proficiency
- Power BI and ERP software expertise
- CRM tools utilization
Languages
- English
- Hindi
- Odia
Extracurricular Activities
Participated in the Workshop on 'Awareness Generation on Intellectual Property Rights', Bhubaneswar, Odisha, 07/10/19, Startup Odisha Participated in Startup Odisha E-Start, 1 Day Bootcamp, Bhubaneswar, Odisha, 02/13/20 Odisha MSME 2019 International Trade Fair, Bhubaneswar, Odisha, 01/30/19 India International Mega Trade Fair 2019, Bhubaneswar, Odisha, 01/29/19
Hobbies and Interests
- Listening Music
- Web Surfing
- Riding
Disclaimer
I hereby declare that all the information furnished above is true and genuine to the best of my knowledge.
Dissertation Projects
Comparative Study on NPA of Public Sector Banks and Private Sector Banks, Finance Department, 03/11/23, 04/25/23
Personal Information
- Father's Name: Arun Kumar Mohanty
- Mother's Name: Madhusmita Mohanty
- Notice Period: 15 days
- Date of Birth: 03/17/00
- Nationality: Indian
Certification
- AMFI
- IRDA
Timeline
NRI Relationship Manager
ICICI Bank LTD.
12.2025 - Current
E-Relationship Manager
ICICI Bank LTD.
12.2023 - 01.2025
Accounts Executive
PYH Tours Pvt.LTD.
07.2023 - 12.2023
HR Executive Intern
Gemini Consulting & Services India Pvt Ltd.
12.2022 - 02.2023
Intern
Delhivery Ltd.
08.2022 - 11.2022
Master of Business Administration - Finance & HR Specialization
Institute of Entrepreneurship Development
Bachelor of Business Administration -
Institute of Entrepreneurship Development
Intermediate in Science -
Alaka Mahabidhyalaya Antabata
Matriculation -
Balikuda High School
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