Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Software
Timeline
Generic
Akash Gangwal

Akash Gangwal

RelationShip Manager
Dehradun

Summary

My goal is to become associated with a company where I can utilize my skills and gain further experience while enhancing the company's productivity and reputation. Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. KYC AML monitoring of the Funds. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.

Overview

2
2
years of professional experience
6
6
Certifications

Work History

Relationship Manager (Working Capital)

HDFC BANK LTD
08.2023 - 07.2024
  • As a Relationship Manager for Working Capital is responsible for maintaining and strengthening relationships with business clients, understanding their financial needs, and providing tailored solutions to optimize their working capital
  • KYC AML and Transaction Monitoring for the avail credit facilities not using Unfair trade practices
  • This role involves analyzing financial data, offering credit facilities, and advising clients on liquidity management to enhance their operational efficiency and financial stability
  • Effective communication and financial expertise are essential for success in this position
  • Onboarding new Client in the MSME segments for better Business Growth.

Business Development Intern in Operation

Uolo EdTech Pvt Ltd (Internship)
06.2022 - 08.2022
  • A Business Development Intern in operation enhances company growth by optimizing operational processes
  • Responsibilities include conducting market research, analyzing data for efficiency improvements, supporting business development projects, preparing reports for management
  • They collaborate across departments to implement growth strategies assists
  • This role provides hand-on experience in both development and operation management, ideal for those who analytical, detail-oriented in identifying growth opportunities, market research, and supporting sales efforts
  • Responsibilities include data analysis, lead generation, and CRM maintenance
  • This role offers valuable experience in business strategy, market dynamics, and operations within a dynamic corporate environment.

Education

MBA - Finance

IMS UNISON University
Dehradun, Uttarakhand
05.2023

Bcom (Hons) - Finance

Uttaranchal University
Dehradun, Uttarakhand
06.2020

12th Standard - Accounting And Economics

Constancia School
Dehradun, Uttarakhand
01.2017 -

10th Standard - Commerce

Constancia School
Dehradun, Uttarakhand
01.2015 -

Skills

Portfolio Management

Certification

Certification in Anti-Money Laundering Concepts: AML, KYC and Compliance by Udemy

Accomplishments

  • Comparative Study of Mutual Funds Scheme in India a Dissertation project in MBA.

Software

Oracle Flexcube

Shock & Awe

Laser Soft

CRM Management

Early Warning System

Microsoft Excel

Microsoft Powerpoint

BBO Credit

Timeline

Relationship Manager (Working Capital)

HDFC BANK LTD
08.2023 - 07.2024

Business Development Intern in Operation

Uolo EdTech Pvt Ltd (Internship)
06.2022 - 08.2022

12th Standard - Accounting And Economics

Constancia School
01.2017 -

10th Standard - Commerce

Constancia School
01.2015 -

MBA - Finance

IMS UNISON University

Bcom (Hons) - Finance

Uttaranchal University

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