Oracle Flexcube
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
KYC AML
Customer Due Diligence
Business Analysis
Transaction Monitoring
Financial Statements
Credit Risk Management
Customer Relationship 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
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