Ankit Agarwal
Finance Manager
Surat
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering more than 5 year track record of success in Banking.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
2
2
Languages
Work History
Relationship Manager
Kotak Mahindra Bank ltd
Surat
11.2021 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintain PSL Size of the bank.
- Maintain existing portfolio of the bank.
- Maintain good relations with various channels by which business csn be sourced
Sales Manager
ICICI BANK LTD
Aligarh
03.2021 - 10.2021
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Targeted and prospected for new business through telemarketing, individual creativity and innovation.
- Servicing of existing portfolio.
- Maintain new business growth in WC dept. for the location.
Sales Manager
Axis Bank Ltd
Agra
11.2018 - 03.2021
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Met with clients, delivering presentations and educating on product and service features and offerings.
- Established and cultivated solid business relationships with new or existing customers.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Team Handling of Outsourced Officers.
Relationship Manager
HDFC BANK
Jabalpur
06.2017 - 10.2018
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Assessment of Financial of Business to calculate eligibility of Working capital requirement of firm.
- Team handling of Out sourced Relationship officers.
- Monitoring and servicing of existing working capital portfolio of the bank.
Education
MBA - Finance & Marketing
IBS
MUMBAI 06.2015 - 02.2017
Skills
Banking
Financial Advising
Loans
Product knowledge
Risk management
Customer portfolio management
Timeline
Relationship Manager
Kotak Mahindra Bank ltd
11.2021 - Current
Sales Manager
ICICI BANK LTD
03.2021 - 10.2021
Sales Manager
Axis Bank Ltd
11.2018 - 03.2021
Relationship Manager
HDFC BANK
06.2017 - 10.2018
MBA - Finance & Marketing
IBS
06.2015 - 02.2017