Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ankit Pandey

Bhopal

Summary

Successful Finance Manager motivated to provide services and products according to customers' financial requirements while driving revenue. Expert at increasing profits by applying knowledge of banking and financial programs. Professional successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Business Banking Relationship Manager

ICICI BANK LTD.
Dewas
05.2023 - 06.2024
  • Identified potential new customers and developed strategies for attracting them.
  • Advised clients on various financial products such as loans, lines of credit, overdrafts and other banking services.
  • Analyzed financial data to identify trends in client profitability and liquidity with the documents (Financial Statements , Previous Banking, GST Return , ITR ).
  • Assessed risk associated with prospective clients before opening accounts or granting loans.
  • Maintained up-to-date knowledge of current market conditions, industry trends, legal requirements and regulatory changes related to business banking services.
  • Conducted regular reviews of existing accounts to ensure compliance with regulations.

Depository and Kyc Operation Intern

Swastika Investmart Ltd.
Indore
07.2023 - 08.2023
  • Verified accuracy of customer information in system database.
  • Maintained accurate records of customer interactions and transactions.
  • Learned about Research and Trade Settlement of capital market through NSDL and CDSL.

Education

MBA - Financial Administartion

Prestige Institute Of Management And Reasearch
Indore, MP
04-2023

PGDCA - Computer And Information Sciences

Makhanlal Chaturvedi National University
Bhopal, MP
06-2021

Bachelor of Commerce - Accounting And Business Management

Barkatullah University Bhopal
Bhopal, MP
06-2015

Skills

  • Financial Analysis and Modeling
  • Banking Operations Experience
  • Proficiency in MS Office
  • Corporate finance
  • Audits
  • Financial Market

Certification

  • FINANCIAL ANALYSIS AND FINANCIAL MODELING USING EXCEL, UDEMY
  • MICROSOFT EXCEL 2016 SPECIALIST, PIMR
  • HARDWARE AND NETWORKING , APPIN TECHONOLOGY LAB BHOPAL.

Timeline

Depository and Kyc Operation Intern

Swastika Investmart Ltd.
07.2023 - 08.2023

Business Banking Relationship Manager

ICICI BANK LTD.
05.2023 - 06.2024

MBA - Financial Administartion

Prestige Institute Of Management And Reasearch

PGDCA - Computer And Information Sciences

Makhanlal Chaturvedi National University

Bachelor of Commerce - Accounting And Business Management

Barkatullah University Bhopal

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Ankit Pandey