Summary
Overview
Work History
Education
Skills
Awards & Achievements
Software
Timeline
AssistantManager
Akansha Goyal

Akansha Goyal

Senior Manager
Ahmedabad

Summary

Objective:-

I am a qualified manager with 8 years of experience in Banking sector, continuing this vision to achieve high career growth through a continuous learning process and keep myself dynamic and visionary.

Overview

9
9
years of professional experience
9
9
years of post-secondary education
3
3
Languages

Work History

Priority Relationship Manager

Axis Bank Ltd
Ahmedabad
03.2020 - Current
  • Presented new and additional products & services to existing or new customers.
  • Understand customers to obtain information needed for opening new accounts and their financial investment planning.
  • Approached prospective clients through market scoping and emails to meet sales targets.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Resolved problems, improved banking operational services and provided exceptional guidance.
  • Collaborated with team members to achieve business target.
  • To maintain smooth bridge between bank and valuable customers.
  • Understanding of loan requirements by customers and provide best available solutions.
  • Dealing with customers for their Forex payments and offered best rates for smooth transactions.

Preferred Relationship Manager

HDFC BANK LTD
Ahmedabad
06.2017 - 02.2020
  • Manage High Net Worth Customer and Increase the relationship value, Cross Sell financial products and Loan, Acquire Family Banking Accounts with focused on increase in CASA Value, build-in trade forex Business and Improved third-Party Product sales – Mutual Fund, Life insurance and General Insurance.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Chief Relationship manager

ICICI SECURITIES LTD
Ahmedabad
05.2014 - 06.2017
  • Managing portfolio of 600 existing customers.
  • Financial product like: Life insurance, Mutual fund, fixed income product, Structure product, PMS, Private equity, Professional education program, financial planning Services, Demat Account services and trading account
  • Ensure internal and external compliance with broking rules, regulations and procedures.

Accounting & Finance Intern

Indian Farmers Fertilizer Cooperative Limited
Ahmedabad
05.2012 - 06.2013
  • Created organizational structures to improve accounting and finance functions.
  • Created documents to display financial reports and data using.
  • Two months Internship programme from 1st May 2013 to 30th June 2013

Education

MBA - Finance and Marketing

St. Kabir Institute of Professional Studies
Ahmedabad
06.2012 - 03.2014

B. Commerce - Accounts

S.S. Subodh Girls College
Jaipur
04.2009 - 03.2012

Higher Secondary School - Commerce

LK Singhania Education, Higher Secondary School
Gotan - Jodhpur
04.2007 - 03.2009

Primary School -

Modern Senior Secondary School
Sheoganj - Rajasthan
02.2005 - 03.2007

Skills

Strategic Negotiation

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Awards & Achievements

  • I have got the two grade promotion in the ICICI Securities Ltd.
  • Qualified in "Mutual fund Olympic" Contest with Gold Category.
  • Qualified in ‘’Mutual fund Power play’’ Contest with Gold Category.
  • Earned Gift Cards, Micro-oven, DSLR Camera, etc. in monthly Life Insurance & Mutual Fund Contest.
  • Won International Thailand trip "TICKET TO PHUKET" under life insurance contest.
  • Qualifier from the cluster for the "SHIKHAR EVENT" in life insurance.
  • I have qualified Mutual fund SIP King contest for Mt. Abu Road Trip.
  • I have qualified for MDRT (Insurance programme) i.e trip to Australia Sydney.

Software

MS Excel

MS Word

MS PowerPoint

Timeline

Priority Relationship Manager

Axis Bank Ltd
03.2020 - Current

Preferred Relationship Manager

HDFC BANK LTD
06.2017 - 02.2020

Chief Relationship manager

ICICI SECURITIES LTD
05.2014 - 06.2017

MBA - Finance and Marketing

St. Kabir Institute of Professional Studies
06.2012 - 03.2014

Accounting & Finance Intern

Indian Farmers Fertilizer Cooperative Limited
05.2012 - 06.2013

B. Commerce - Accounts

S.S. Subodh Girls College
04.2009 - 03.2012

Higher Secondary School - Commerce

LK Singhania Education, Higher Secondary School
04.2007 - 03.2009

Primary School -

Modern Senior Secondary School
02.2005 - 03.2007

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Akansha GoyalSenior Manager