AKRITI PRASAD SINGH
Thane
Summary
Resourceful Universal Banker known for high productivity and efficient task completion. Skilled in customer service, financial advising, and risk management. Excel at communication, problem-solving, and adaptability to meet client needs and support team objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Universal Banker
HSBC Bank
London
10.2022 - 05.2024
- Managed and optimised investment portfolios, ensuring alignment with clients' financial goals and risk tolerance.
- Developed and executed investment strategies that consistently achieved or exceeded target returns while maintaining risk parameters.
- Conducted thorough market research and analysis of economic data to adjust investment strategies proactively.
- Collaborated closely with clients to understand their investment goals, tailoring portfolio solutions accordingly.
- Prepared and presented detailed reports on portfolio performance to stakeholders, ensuring transparency and understanding.
- Enhanced branch performance by serving as a customer champion, improving Net Promoter Score (NPS) and overall customer satisfaction.
- Assisted customers with day-to-day banking needs, offering financial advice and exploring opportunities in savings, lending, and investment accounts.
- Conducted individual reviews for customers, ensuring correct authentication processes and delivering fair outcomes.
- Lead the analysis and design of payment processing systems, including digital wallets, ACH transfers, and credit card processing.
- Maintaining relationship with existing clients .
Customer Relationship Manager
Unacademy
Bangalore
04.2019 - 05.2020
- Managed and developed relationships with existing customers, influencing potential learners to join the platform.
- Part of a new initiative team responsible for building and training a team for two new business portfolios, while managing their productivity and performance metrics.
- Achieved record-breaking target success, surpassing goals by 230% for three consecutive months.
Key Relationship Manager
ICICI Prudential
Thane
04.2018 - 05.2019
- Led sales and marketing efforts for the Assets channel in the Mumbai region.
- Managed channel partners, generating leads, closing deals, and handling accounts.
- Played a key role in market penetration and brand establishment for new products, resulting in significant sales growth.
- Represented the organisation at trade exhibitions, events, and demonstrations, contributing to branding and lead generation.
- Lead the analysis and design of payment processing systems, including digital wallets, ACH transfers, and credit card processing.
Education
MA - International Business Marketing
Middlesex University
London01.2022
MBA - Marketing
Alliance University
Bangalore01.2018
B.M.S - Marketing
S.K. Somaiya College
Mumbai01.2016
Arts - Science Commerce, Science, Commerce
V.G. Vaze College of Arts
Mumbai01.2013
Secondary School -
Holy Cross Convent High School
Thane01.2011
Skills
- Creative and critical thinking
- Problem-solving
- Portfolio Management
- Market Research
- Client relationship management
- Performance reporting
- Customer relationship management
Certification
- Certified course on Social Media Marketing
- Certified course on Digital Marketing
- Interpersonal communication
- Staying positive in the face of negativity by LinkedIn
- Attended business Analytics seminar
- Participated & certified in campus to corporate by TCS
- German language basics
Accomplishments
- Was Applauded for my strategy on how to penetrate market with a new product with record sales .
- Successfully established the brand name of the product in the market
- Conducted financial literacy seminars, increasing client engagement and expanding the bank’s customer base by 10% in target demographics.
- Successfully managed a portfolio of over 20 million, increasing overall assets under management by 15% within one year.
- Developed and implemented a new client onboarding process, reducing onboarding time by 30% and improving client satisfaction scores.
- Recognized as ‘Top Performer’ consecutive years, exceeding sales targets by an average of 20%.
- Spearheaded the digital transformation initiative, leading to a 40% increase in online banking usage among clients.
Timeline
Universal Banker
HSBC Bank
10.2022 - 05.2024
Customer Relationship Manager
Unacademy
04.2019 - 05.2020
Key Relationship Manager
ICICI Prudential
04.2018 - 05.2019
MA - International Business Marketing
Middlesex University
MBA - Marketing
Alliance University
B.M.S - Marketing
S.K. Somaiya College
Arts - Science Commerce, Science, Commerce
V.G. Vaze College of Arts
Secondary School -
Holy Cross Convent High School
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