Aditi Purwar
Indore
Summary
Dynamic Banking and Wealth Management professional with an MBA in Finance and Marketing. Proven expertise in corporate relationship management, client acquisition, and cross-selling diverse financial products. Strong track record of handling high-value portfolios, driving revenue, and building sustainable business relationships through strategic negotiation and exceptional service standards.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Relationship Manager - Corporate
Axis Bank
Indore
04.2026 - Current
- Managed and scaled portfolio of corporate salary accounts, enhancing client engagement with corporate partners to improve account usage and retention.
- Cross-sold premium financial products, including credit cards, personal/housing loans, and wealth management solutions, maximizing portfolio revenue and meeting institutional sales targets.
- Developed and maintained relationships with corporate clients.
- Analyzed client needs to provide tailored banking solutions.
- Coordinated with internal teams to streamline account management processes.
Senior Sales Executive
NJ Wealth
Surat
08.2023 - 02.2026
- Cultivated relationships with target accounts using effective networking methods, enhancing engagement and trust.
- Built rapport with prospects by proactively approaching leads and developing strong business relationships, leading to increased sales opportunities.
- Utilized negotiation skills to enhance profit margins while ensuring high standards of customer service.
Senior Relationship Manager
ICICIdirect
Jaipur
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
Internship Student
PNB MetLife
Indore
- Gained practical experience in various aspects of the financial field, applying academic knowledge to real-world insurance and wealth situations.
- Developed professional skills through hands-on experiences, including time management, task prioritizing, and effective communication.
- Assisted in preparing customer insurance policy documents.
- Collaborated with team members on project management tasks.
- Supported client inquiries via phone and email communications.
Education
MBA - Finance and Marketing
IPS Academy
IndoreBachelor of Commerce - Business Management
Rani Durgavati University
KatniSkills
- Relationship Management
- Client Onboarding
- Customer Engagement
- Sales Management
- Business Development
- Cross-Selling
- Portfolio Management
- Financial Analysis
- Negotiation
Certification
- NISM-Series-V-A, Mutual Fund Distributors
- NISM-Series-VII, Securities Operations and Risk Management
- IRDAI, Insurance Regulatory & Development Authority
Personal Information
- Date of Birth: 01/17/99
- Gender: Female
- Nationality: Indian
- Marital Status: Single
Timeline
Relationship Manager - Corporate
Axis Bank
04.2026 - Current
Senior Sales Executive
NJ Wealth
08.2023 - 02.2026
- NISM-Series-V-A, Mutual Fund Distributors
- NISM-Series-VII, Securities Operations and Risk Management
- IRDAI, Insurance Regulatory & Development Authority
Internship Student
PNB MetLife
Senior Relationship Manager
ICICIdirect
MBA - Finance and Marketing
IPS Academy
Bachelor of Commerce - Business Management
Rani Durgavati University