Anas Patanwala
Mumbai
Summary
To pursue a challenging and rewarding career in a forward-thinking organization that offers opportunities for professional growth and development. I aim to leverage my expertise and skills to contribute to the organization's success and drive its growth while continuously expanding my knowledge and capabilities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Accounts Manager
ICICI Bank Limited
Mumbai
05.2022 - Current
- Developed and maintained strong relationships with AIF and PMS clients, ensuring high levels of client satisfaction and retention.
- Secured high-value accounts through consultative selling and effective customer solutions for both Capital Markets and Custody clients.
- Strategically secured new AIF and PMS clients, resulting in a significant growth of INR 120.0 million in Annual Operating Income. This achievement was driven by effective promotion of transaction banking products, enhanced custody services, competitive pricing strategies, and fostering clients comfort and satisfaction.
- Drove a 10% quarter-on-quarter sales increase by enhancing client satisfaction, revitalizing customer relationships, and securing new accounts.
- Collaborated with cross-functional teams to ensure client satisfaction and deliver optimal solutions while safeguarding the bank's interests.
- Managed new business development and customer service initiatives, encompassing cold calling, networking, marketing, and lead generation activities.
- Led efforts in acquiring new clients for Custodial Services, Fund Accounting, Professional Clearing Members, CSGL, Depository, and Banking Solutions through targeted outreach and coverage strategies.
- Proactively engaged with clients to understand their ongoing and future needs, fostering strong and mutually beneficial relationships to enhance Existing Relationship Value (ERV).
- Emphasized achieving incremental fee income and Float Income targets quarter-over-quarter to drive financial performance.
- Achieved exceptional performance by surpassing targets for CASA, Loans, Credit Cards, and Fixed Deposits.
Summer Intern
Future Generali Life Insurance
Mumbai
04.2021 - 06.2021
- Compiled daily reports on sales activities and sent them to the relevant team members.
- Maintained accurate records of customer interactions, transactions and comments.
- Participated in team meetings to brainstorm ideas for improving customer experience.
- Assisted with answering telephone calls, managing databases, and drafting correspondence.
Education
MBA - Finance
Welingkar Institute Of Management Studies
Mumbai, CGPA - 8.90/1004-2022
B.M.S. -
K.P.B. College of Commerce
Mumbai, CGPA - 6.72/7.0004-2018
H.S.C. -
Mithibai College
Mumbai, 84.62%04-2015
S.S.C. -
H.M.P.S.
Mumbai, 89.82%04-2013
Skills
- Ability to work under pressure
- Quick learner
- Adaptability
- Network building
- Time Management
- Effective Verbal Communication
Certification
- Certificate Programme in Custodian Services, NISM Mumbai
- Securities Markets Foundation - NISM-Series-XII
- Securities Operations & Risk Management - NISM-Series-VII
- Depository Operations - NISM-Series-VI
Accomplishments
- Appointed as the Senior Accounts Manager to lead a team of 16 people in the Transaction Banking, Custody Team at ICICI.
- Volunteer teaching at Teach For India Programme.
- Organizing Public Relations Committee Member for College fair.
- Participated in Multiple Blood Donation Campaigns for N.S.S.
Timeline
Senior Accounts Manager
ICICI Bank Limited
05.2022 - Current
Summer Intern
Future Generali Life Insurance
04.2021 - 06.2021
MBA - Finance
Welingkar Institute Of Management Studies
B.M.S. -
K.P.B. College of Commerce
H.S.C. -
Mithibai College
S.S.C. -
H.M.P.S.
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