Aishwarya Bilgi
Bengaluru
Summary
Results-driven Financial Services Professional with 5.4 years of experience in Banking sector. Delivered compelling proposals as an RFP Writer, leveraging expertise in client needs assessment and research to craft persuasive narratives. Managed corporate client portfolios, provided financial advice, and trained new bank tellers, thriving in high-pressure environments while maintaining a client-focused approach.
Overview
6
6
years of professional experience
Work History
Senior Associate
Acuity Knowledge Partners
08.2023 - 10.2024
- Demonstrated solid understanding of investment products and industry, leveraging knowledge of firm's offerings to enhance client engagement.
- Extensive understanding and knowledge of investment products and markets, Particularly USA.
- Interpreted attribution reports, translating data into clear, concise narratives to support decision-making.
- Proficiency in interpreting statistical information and ability to translate data to support written statement.
- Excellent writing skills with the ability to be flexible in writing style, and writing experience within the financial services industry.
- Research and Analytical skills including ability to perform simple mathematical calculations or analyses.
- Gathered information from SMEs and sales team to develop comprehensive responses.
- Gained proficiency in business applications, including Rocketdocs and Microsoft Office Suite to streamline documentation processes.
- High level of attention to detail and accuracy.
Deputy Manager
HDFC BANK
06.2018 - 10.2022
- Assumed a leadership role in the absence of the supervisor with smooth functioning of the bank.
- Maintained accurate cash levels in automated teller machine for customer transactions.
- Led team operations in supervisor's absence, ensuring seamless bank functionality.
- Established credibility with clients and fostered strong rapport, enhancing customer satisfaction.
- Quickly established credibility with clients and created friendly rapport with customers.
- Responded to customer account inquiries while cross-selling bank products, contributing to increased sales opportunities.
- Balance Automated Teller Machine.
Education
MBA - Finance
CMS Business School
BangaloreBBA -
KLE's College of Business Administration
BelgaviSkills
- Investment management
- Investment products
- Portfolio management
- Financial analysis
- Risk assessment
- Research and Analysis
- Proposal writing
- Effective communication
- Banking operations
- Work prioritization
- Time management
- Client relationship management
- Customer service excellence
- Leadership skills
- Adapts under pressure
- Effective communication
- Customer service excellence
Personal Information
- Date of Birth: 08/13/95
- Marital Status: Married
Awards
Earned 'Star Performer Award' for outstanding sales of bank products half a year.
Disclaimer
I hereby declare that all the information given above is true and correct to the best of my knowledge and belief and I am fully responsible for the correctness of it., Bengaluru, 02/21/25
Timeline
Senior Associate
Acuity Knowledge Partners
08.2023 - 10.2024
Deputy Manager
HDFC BANK
06.2018 - 10.2022
MBA - Finance
CMS Business School
BBA -
KLE's College of Business Administration