AMBUJ ANAND
New Delhi
Summary
Resourceful banking professional with 3+ years of experience in retail branch banking at ICICI Bank, with exposure to corporate banking operations and products in a corporate-focused branch environment. Strong expertise in branch operations, regulatory compliance, and customer relationship management. Skilled in managing high-value portfolios, driving CASA growth, cross-selling, and revenue generation, while ensuring strict adherence to KYC/AML guidelines, audit requirements, and operational risk controls. Adept at handling both retail and business banking clients, contributing to enhanced portfolio profitability and customer satisfaction.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Relationship Manager
ICICI BANK LTD
NEW DELHI
03.2023 - Current
- Managing a diverse portfolio of more than 60 crore across 350+ retail ,wealth ,SME ,NRI and corporate clients
- Conducting regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Resolving escalated customer issues efficiently and effectively within TAT.
- Maintaining accurate records of all client interactions within the company's CRM system.
- Managing forex sales and operations and facilitating client deal booking and execution.
- Analyzing market trends and client profiles to deliver tailored investment advisory and wealth management solutions.
- Accelerating asset book growth by sourcing quality lending opportunities and delivering effective after-sales service.
- Managing daily branch operations and inventory levels of cash, supplies and other resources to ensure smooth service delivery.
- Ensuring compliance with company policies and regulatory requirements in operations.
- Collaborating with cross-functional teams to enhance service delivery.
- Participating in networking events and industry conferences to attract new clients.
- Preparing and presenting detailed reports on client account status and growth opportunities to senior management.
- Providing guidance to customers on the use of online banking tools and mobile applications.
Education
MBA - Banking and Finance
MANIPAL ACADEMY OF HIGHER EDUCATION (MAHE)
BANGALOREPOST GRADUATION DIPLOMA - BANKING MANAGEMENT
IMA
BANGALOREBachelor of Arts - History
PATNA UNIVERSITY
PATNA , BIHARSkills
- Client relationship management
- Effective communication
- Client acquisition and retention
- Investment and portfolio management
- Market analysis
- Risk assessment
- Data-driven decision making
- Team collaboration
- De-escalation techniques
- CRM software proficiency
- Power BI expertise
- Finacle knowledge
- AI tools utilization
- Microsoft Office suite
- Tally software proficiency
- SAP familiarity
Certification
NISM
Languages
English
Intermediate (B1)
B1
Hindi
Proficient (C2)
C2
Accomplishments
BEST RELATIONSHIP MANAGER
Timeline
Relationship Manager
ICICI BANK LTD
03.2023 - Current
MBA - Banking and Finance
MANIPAL ACADEMY OF HIGHER EDUCATION (MAHE)
POST GRADUATION DIPLOMA - BANKING MANAGEMENT
IMA
Bachelor of Arts - History
PATNA UNIVERSITY