Akankshya Nayak
Kolkata
Summary
Dynamic Relationship Manager with a proven track record at ICICI Prudential Asset Management Company, showcasing exceptional communication skills and a deep understanding of investment products. Achieved a 30% increase in upsells at Concentrix through innovative customer solutions. Specializes in driving revenue growth and client satisfaction, leveraging CRM software expertise and a goal-oriented approach.
Overview
3
3
years of professional experience
Work History
Relationship Manager
ICICI Prudential Asset Management Company
Kolkata, India
09.2023 - Current
1. Providing investment solutions and advice to clients, tailored to their financial goals and risk tolerance.
2. Conducting client meetings, seminars, and product presentations to showcase investment products.
3. Staying up to date with market trends, regulatory changes, and industry developments to informed guidance.
4. Meeting and exceeding business targets, including revenue growth and client acquisition.
5. Ensuring compliance with regulatory requirements and company policies.
Advisor
Concentrix
Kolkata, India
03.2021 - 08.2023
1. Guided customers towards customized product solutions, leading to a 30% increase in upsells and cross-sells.
2. Developed and implemented a new customer feedback survey process, resulting inactionable insights for the company and a 20% reduction in overall grievances.
3. Resolved customer complaints with empathy and professionalism, resulting in a 90% customer satisfaction rating.
4. Increased revenue, profit and business growth by collaboratively developing integrated strategies.
Education
PGDM - Finance And Marketing
International School of Business And Media
Pune05.2020
Skills
1 Excellent communication, interpersonal, and relationship building skills
2 Strong understanding of investment products, financial markets, and regulatory environment
3 Ability to analyze client needs and provide personalized solutions
4 Goal-oriented, with a strong focus on sales and business development
5 Proficiency in CRM software and Microsoft Office
Timeline
Relationship Manager
ICICI Prudential Asset Management Company
09.2023 - Current
Advisor
Concentrix
03.2021 - 08.2023
PGDM - Finance And Marketing
International School of Business And Media