Akshay Mutreja
Banker
Jaipur, Rajasthan
Summary
Dedicated Banker professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
4
4
Certifications
Work History
Senior NRI Relation Manager (Affluent)
Kotak Mahindra Bank
09.2023 - Current
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Handled portfolio of around 300 HNI customers to address customer concerns, providing wealth solutions, optimizing customers portfolio based on
customer's age and requirements .
Affluent Relationship Manager (NRI)
Axis Bank Ltd.
04.2021 - 09.2023
- Managing NRI customers and responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service.
- Creation of new business and maintaining professional relationship with clients for understanding their requirements and cultivating relations with them.
- Enrich relationships and garner higher wallet share through customer engagement activities and acquiring new customers by converting referral leads
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Handled portfolio of around 400 customers to address customer concerns, providing wealth solutions, optimizing customers portfolio based on customer’s age and requirements .
Branch Relationship Officer
Axis Bank Ltd.
06.2018 - 03.2021
- Providing financial solutions to customer by offering bank’s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits.
- Responsible for improving the Internal Audit Operational Efficiency score of the branch by timely completion of assigned tasks on continuous basis. Involved in protecting bank's property as per safety norms and ensuring ethical conduct in ordinary course of business also responsible for Cross Sell of third-party products (Life Insurance - LI, General Insurance - GI, Mutual Funds- MF, Debit/ Credit Cards, etc. to the existing customer base.
Education
MBA - Financial Management
Jaipur National University
Jaipur 06.2019 - 06.2021
Post Graduate Diploma in Banking Services - Banking And Financial Support Services
Amity University
Noida 07.2017 - 06.2018
Bachelor of Commerce -
University Commerce College
Jaipur 04.2013 - 03.2016
12th - With Specialization in Maths
S.V. Public School
Jaipur 04.2012 - 03.2013
10th -
S.V. Public School
Jaipur 04.2009 - 03.2010
Skills
- Relationship-building skills
Building client relationships
Communication, leadership, teamwork, analytical, planning and strategic thinking
Certification
Certified NISM-Series-VI: Depository Operations Certificate Examination under the SEBI Certification of Associated Person in the Securities Market) Regulations, 2007
Accomplishments
- Participated and Volunteered in Banking Conclave on New Horizons in regards of MSME, Risk Management and Digital Banking at Amity University in 2018
- Participated and passed the Amity military training at Manesar, (HR)
- Participated in Debate on “Aadhar”- Right of Every Citizen telecasts at DD News.
- Selected as Top Performing CSO of Branch on “CSO Open Day”
- Ranked 3rd position PAN India, 1st position in region as well as circle as NRIRM in FY 2021-22
- Ranked 4th position PAN India, 1st position in region as well as circle as NRIRM in FY 2022-23
- Awarded by MD with Axis Anchor Award, in 2022
- Qualified MDRT 2022 Life Insurance campaign for Singapore
Timeline
Senior NRI Relation Manager (Affluent)
Kotak Mahindra Bank
09.2023 - Current
Affluent Relationship Manager (NRI)
Axis Bank Ltd.
04.2021 - 09.2023
Certified under Corporate Finance Institute for Accounting Fundamentals
04-2020
MBA - Financial Management
Jaipur National University
06.2019 - 06.2021
Certified under Insurance Regulatory and Development Authority of India (Specified Person)
01-2019
Branch Relationship Officer
Axis Bank Ltd.
06.2018 - 03.2021
Certified NISM-Series-VI: Depository Operations Certificate Examination under the SEBI Certification of Associated Person in the Securities Market) Regulations, 2007
06-2018
Certified NISM-Series-V-A: Mutual Fund Distributors Certificate Examinationunderthe SEBI Certification of Associated Person in the Securities Market) Regulations, 2007
06-2018
Post Graduate Diploma in Banking Services - Banking And Financial Support Services
Amity University
07.2017 - 06.2018
Bachelor of Commerce -
University Commerce College
04.2013 - 03.2016
12th - With Specialization in Maths
S.V. Public School
04.2012 - 03.2013
10th -
S.V. Public School
04.2009 - 03.2010
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