Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Organizational Managerial Skills
Driver License
Timeline
Manager
Akash Anand

Akash Anand

Pune

Summary

Dynamic banking professional with extensive experience at Axis Bank Ltd., excelling in corporate banking and client relationship management. Proven track record in financial analysis and risk management, delivering tailored solutions that enhance client satisfaction and drive revenue growth. Adept at cross-functional collaboration and strategic planning, ensuring compliance and operational efficiency.

Overview

6
6
years of professional experience

Work History

MANAGER

Axis Bank Ltd.
Pune
06.2023 - Current
  • Company Overview: CORPORATE BANKING GROUP
  • Lead a dynamic Portfolio in managing relationships with corporate clients, MNC Clients and ensuring exceptional service and addressing their financial needs
  • I am also managing Strategically analyze clients' financial positions and provide tailored banking solutions to optimize their financial performance
  • Implement risk management strategies, assess creditworthiness, and negotiate terms for financing arrangements
  • I also Oversee the development and execution of corporate banking initiatives to enhance revenue growth and market share

Senior Branch Relationship Manager

Kotak Mahindra Bank
Pune
02.2022 - 06.2023
  • Company Overview: Retail Banking
  • Responsible for overseeing all activities in regards to opening new corporate accounts
  • Handled the all account related SR for the Branch
  • Responsible for Scrutiny of the Individual and Non-Individual accounts
  • Handled the Forex Related transactions for the Branch
  • Organized special events such as seminars or workshops to educate clients about financial planning topics.
  • Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
  • Collaborated with internal teams to create customized financial solutions for clients.
  • Provided financial advice and guidance to customers on banking products and services.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Coordinated with product development teams to design services that meet client needs.

Relationship Manager

ICICI BANK
Pune
02.2019 - 02.2022
  • Company Overview: Retail Banking
  • Ensure accuracy of financial transactions
  • Issuing refunds & exchanges
  • Cash handling
  • Oversee customer service and account management
  • Identify and resolve operational issues
  • Prepared and presented detailed reports on client account status and growth opportunities to senior management.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
  • Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.

Education

PGDBM IN BANKING AND FINANCE -

Manipal University of Banking & Finance
BANGLORE
12.2019

Bachelor in Computer Application -

Tilka Manjhi Bhagalpur University
Bhagalpur
06.2014

Bachelor of Computer Applications -

SKP Vidya Vihar
Bhagalpur,Bihar
04-2009

Skills

  • Corporate Banking
  • Client Relationship Management
  • Financial Analysis
  • Risk Management
  • Cross-functional Collaboration
  • Team Management
  • Industry Trends Knowledge
  • Regulatory Compliance
  • Exceptional Client Service
  • Communication
  • Business Analysis
  • Business Requirements Translation
  • Workflow Streamlining
  • Operational Efficiency
  • Complex Financial Data Analysis
  • Financial analysis
  • Portfolio management
  • Strategic planning

Personal Information

  • Title: Senior Manager
  • Date of Birth: 06/04/93
  • Gender: Male
  • Nationality: Indian

Languages

  • Marathi
  • Hindi

Organizational Managerial Skills

  • Demonstrates exceptional time management, efficiently prioritizing tasks and meeting deadlines in a fast-paced environment.
  • Effectively coordinates and executes projects, utilizing strong planning skills to ensure all components are seamlessly integrated and goals are achieved.
  • Capable of multitasking and managing competing priorities, maintaining a high level of productivity without compromising quality.
  • Utilizes effective organizational systems and tools to streamline workflows, enhance efficiency, and minimize errors.
  • Demonstrates a keen attention to detail, ensuring accuracy in documentation, reports, and project deliverables.
  • Exhibits adaptability in navigating organizational structures and collaborating with cross-functional teams to achieve common objectives.
  • Proactively identifies opportunities for process improvement, implementing streamlined procedures to enhance overall organizational efficiency.
  • Effectively delegates tasks, leveraging team strengths, and ensuring optimal utilization of resources.

Driver License

  • D
  • B

Timeline

MANAGER

Axis Bank Ltd.
06.2023 - Current

Senior Branch Relationship Manager

Kotak Mahindra Bank
02.2022 - 06.2023

Relationship Manager

ICICI BANK
02.2019 - 02.2022

PGDBM IN BANKING AND FINANCE -

Manipal University of Banking & Finance

Bachelor in Computer Application -

Tilka Manjhi Bhagalpur University

Bachelor of Computer Applications -

SKP Vidya Vihar
Akash Anand