Ankita Agrawal, Grade- Manager
Raipur
Summary
Result-oriented and customer-focused banking professional with over of 2+years of experience in branch operations and relationship management.
A Relationship Manager with a proven track record at Yes Bank LTD, expertly managing a ₹65 Crore portfolio. Skilled in cross-selling and regulatory compliance, I believe in customer retention and team leadership, driving significant portfolio growth while delivering exceptional service and training colleagues on best practices.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Manager
Yes Bank LTD
Raipur
2024.03 - Current
- Managing a high-value portfolio of ₹65 Crores consisting of 278 clients, ensuring consistent relationship engagement and revenue generation.
- Responsible for sales and servicing of banking products including loans, investments, insurance, and deposits.
- Drive portfolio growth through acquisition of new customers and cross-selling within existing base.
- Maintain high compliance standards and ensure adherence to KYC, AML, and regulatory norms.
- Maintained accurate records of all client interactions within the company's CRM system.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Provided training sessions for colleagues on best practices.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Deputy Branch Manager
Yes
Indore
2023.04 - 2024.02
- Led branch-level operations and assisted in achieving overall business targets.
- Supervised staff performance, daily operations, customer service, and compliance activities.
- Conducted customer onboarding, risk assessment, and monitored overall branch efficiency.
- Maintained a high level of security within the branch by monitoring employee activities and enforcing security protocols.
- Resolved customer complaints promptly and professionally.
- Monitored compliance with banking regulations and internal policies and procedures.
- Maintained contact with local businesses to promote bank services and increase customer base.
- Participated in audits conducted by external regulatory agencies.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Verified cash by balancing cash drawers and maintaining cash count records.
Education
Post Graduate Diploma in Banking And Finance -
Manipal University Bangalore
Bangalore, Karnataka 2022-12
B.com - Financial Management
Renaissance College of Commerce And Management
Indore2020-10
12th -
DAV ACC Public School
Kymore, MP2017-06
10th -
SSS Gurukul, CBSE Board
Barhi, Katni MP2015-06
Skills
- Relationship Management
- Branch Banking Operations
- Portfolio Handling (₹65 Cr)
- Cross-Selling & Upselling
- Regulatory Compliance (KYC, AML)
- Team Leadership
- Customer Retention
- Customer onboarding
Languages
English
First Language
Hindi
Proficient (C2)
C2
Certification
- IRDAI.
- NISM Series- V (Mutual Fund).
- NISM Series - VI ( Depository).
Accomplishments
- Achieved Trofee Country Head League of Extraordinary through Liability Route
- Achieved Trofee of Zonal Contest Festive Bonanza
- Achieved Trofee of My Portfolio My pride.
Timeline
Relationship Manager
Yes Bank LTD
2024.03 - Current
Deputy Branch Manager
Yes
2023.04 - 2024.02
Post Graduate Diploma in Banking And Finance -
Manipal University Bangalore
B.com - Financial Management
Renaissance College of Commerce And Management
12th -
DAV ACC Public School
10th -
SSS Gurukul, CBSE Board