AKANKSHA TRIPATHI
Gurgaon
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Deputy Manager-BRO
AXIS BANK
Gurgaon
03.2024 - Current
- Looking after the locker and cash posting, and verifying them.
- Looking after the forex card transaction refund.
- Managing inventory and stocks.
- Managing GPS and salary transfer (proprietor, partnership, trust).
- Also, NEFT and RTGS posting and verification.
RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK
Gurgaon
06.2023 - 03.2024
- Client Relationship Management: Cultivate and maintain strong relationships with clients, addressing their banking needs promptly and ensuring satisfaction.
- Portfolio Growth: Strategically expand the client portfolio by identifying opportunities for cross-selling banking products and services.
- Financial Advisory Services: Provide tailored financial advice and solutions to clients based on their investment goals, risk appetite, and financial profiles.
- Revenue Generation: Meet or exceed set targets for revenue generation through effective product sales and service offerings.
- Risk Management: Ensure compliance with banking regulations and internal policies while mitigating risks associated with client accounts and transactions.
- Team Collaboration: Collaborate with internal teams such as wealth management, operations, and marketing to deliver comprehensive and seamless services to clients.
- Market Intelligence: Stay updated with market trends, competitor activities, and industry changes to provide informed advice to clients and leverage opportunities for business growth.
SERVICE RELATIONSHIP MANAGER
ICICI BANK
01.2017 - 06.2023
- Primary Customer Liaison: Serve as the initial point of contact for addressing diverse banking requirements of clients, ensuring prompt and comprehensive assistance.
- Strategic Product Marketing: Proactively promote bank offerings to high-net-worth clients, aligning products with their financial objectives.
- Tailored Financial Guidance: Provide personalized advisory services for client investment portfolios, aligning strategies with risk profiles, time horizons, and introducing complementary bank products.
- Holistic Customer Support: Deliver exceptional service spanning Business Banking, Wealth Management, Privilege Banking, Business Loans, and managing a spectrum of Secured and Unsecured Assets.
- Comprehensive Offerings Management: Oversee and recommend a suite of products including CASA, Life Insurance, and various liability products, catering to diverse client needs and preferences.
Education
Master of Arts -
Sri Chitragupt PG College
Dr. B.R. Ambedkar University01-2014
Bachelor of Arts -
Sri Chitragupt PG College
Dr. B.R. Ambedkar University01-2012
Class XII -
Azad Hind Inter College
UP Board01-2009
Class X -
Azad Hind Inter College
UP Board01-2006
Skills
- Quick Grasping Abilities
- Team Collaboration
- Adaptability
- Effective Organization
- Proficient in MS Word
- Proficient in Microsoft Excel
- Proficient in Google Spreadsheet
- Proficient in Google Forms
- Communication & Teamwork
- Product Knowledge
- Customer Relationship Building
- Problem-Solving Skills
- Attention to Detail
- Leadership Qualities
- Resilience
- Interpersonal Skills
- Creativity
- Time Management
Roles And Responsibilities
- Ability and interest in learning new things & accepting new challenges.
- Strong desire to complete the work on time.
- Coordinate with the other branches.
- Handling day-to-day office work and coordinate with team members.
Languages
- English
- Hindi
Communication Skills
Enjoys sharing knowledge and encouraging the development of others to achieve specific team goals. I ensure successful communication via actively listening and probing questions.
Personal Information
- Father's Name: Mr. Sanjeev Tripathi
- Date of Birth: 07/09/92
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Timeline
Deputy Manager-BRO
AXIS BANK
03.2024 - Current
RELATIONSHIP MANAGER
KOTAK MAHINDRA BANK
06.2023 - 03.2024
SERVICE RELATIONSHIP MANAGER
ICICI BANK
01.2017 - 06.2023
Master of Arts -
Sri Chitragupt PG College
Bachelor of Arts -
Sri Chitragupt PG College
Class XII -
Azad Hind Inter College
Class X -
Azad Hind Inter College
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