MS Excel
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
2020.03 - 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
2017.06 - 2020.02
- 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
2014.05 - 2017.06
- 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
2012.05 - 2013.06
- 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 2012.06 - 2014.03
B. Commerce - Accounts
S.S. Subodh Girls College
Jaipur 2009.04 - 2012.03
Higher Secondary School - Commerce
LK Singhania Education, Higher Secondary School
Gotan - Jodhpur 2007.04 - 2009.03
Primary School -
Modern Senior Secondary School
Sheoganj - Rajasthan 2005.02 - 2007.03
Skills
Strategic Negotiation
Value-based Selling
Investment Counselling
Time Management
Business Development
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 Word
MS PowerPoint
Timeline
Priority Relationship Manager
Axis Bank Ltd
2020.03 - Current
Preferred Relationship Manager
HDFC BANK LTD
2017.06 - 2020.02
Chief Relationship manager
ICICI SECURITIES LTD
2014.05 - 2017.06
MBA - Finance and Marketing
St. Kabir Institute of Professional Studies
2012.06 - 2014.03
Accounting & Finance Intern
Indian Farmers Fertilizer Cooperative Limited
2012.05 - 2013.06
B. Commerce - Accounts
S.S. Subodh Girls College
2009.04 - 2012.03
Higher Secondary School - Commerce
LK Singhania Education, Higher Secondary School
2007.04 - 2009.03
Primary School -
Modern Senior Secondary School
2005.02 - 2007.03