Ankita Hadkar
Kalyan
Summary
To seek a challenging career where there are opportunities to learn and contribute towards accomplishment of personal and organizational goals.
Overview
2026
2026
years of professional experience
3
3
Languages
Work History
Wealth Relationship Manager
Nuvama Wealth
10.2024 - Current
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
- Researched and evaluated potential investment products for clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Recommended specific investments to help clients meet financial goals.
NRI Relation Manager
Axis Bank Ltd.
06.2023 - Current
- Building and maintaining relationships with non-resident Indian clients. This involves understanding their financial goals, risk tolerance, and preferences, and providing personalized financial advice and solutions.
- Being well-versed with the regulatory requirements related to non-resident Indian clients, including foreign exchange regulations and other compliance issues. They should ensure that all transactions and services provided to NRI clients comply with these regulations.
- Identifying opportunities to cross-sell various banking and financial products and services to NRI clients, such as savings accounts, investment products, insurance, and wealth management services.
- Providing wealth management services tailored to the specific needs of non-resident Indian clients, including investment advisory, portfolio management, and estate planning.
- Assisting NRI clients in developing comprehensive financial plans that align with their long-term financial goals, such as retirement planning, education planning, and wealth preservation.
- Facilitating various financial transactions for NRI clients, including inward and outward remittances, foreign currency exchanges, and investment transactions in domestic and international markets.
- Assessing the risk profile of NRI clients and recommending appropriate risk management strategies, such as diversification and asset allocation, to mitigate risks while achieving their financial objectives.
- Staying informed about global economic trends, market developments, and investment opportunities that may impact the financial interests of NRI clients. Providing timely market updates and investment insights to help clients make informed decisions.
- Providing excellent customer service to NRI clients by promptly addressing their queries, concerns, and requests, and ensuring a seamless banking experience across all touchpoints.
- Actively networking within the NRI community and participating in relevant events and seminars to attract new clients and expand the bank's NRI customer base.
Yes Premia Relationship Manager
YES BANK LTD
8 2022 - 06.2023
- Acquisition of YES premia customers
- Enhancement of relationship by cross selling products & services as per the profile as well as need of customers
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers so that YES BANK is the primary banker for these preferred relationships & maximum share of wallet of these customers are with YES BANK
- Deepening the size of relationship
- Penetration of products across family group
- Identifying existing /new customers who meet Premia products criteria and flag them on the system and upgrade these customers under preferred program
- Ensure that individual customer is grouped & CTG ratio is maintained on the portfolio
- Resolving all the complaints received from Premia customers within the stipulated TAT's
- Ensure that income plans for the month & year are duly met across products
- Promoting all the direct banking channels & ensuring that the customer is utilizing the same
- Ensure that 5-S norms are adhered for individual workstations.
Assistant Manager
IDFC FIRST Bank
02.2020 - 08.2022
- Handled Cash
- Handling Clearing and front desk (customer requests)
- Monitoring the office accounts and handling service requests resolutions within TAT
- New account opening forms verification and supporting sales team
- All Branch operation Activities
- Handled customer queries, escalation and give solution
- Cross sell third party product Managing customer portfolio & ensuring the best in class in customer service
- Monitor Service score card and increased positive feedback
- Provide customer service & product information
- Report generation & filing
- Enhancing the value of existing accounts
- Retention of existing portfolio
- Monitor Service score card and increased positive feedback
Officer
New India Co-operative Bank
07.2018 - 01.2020
- All Branch operation Activities, Handled customer queries, escalation and give resolution
- Custodian of cash, take care of office accounts Cross sell third party product Stop payments Account openings Balance enquiries of walk-in customers Deliverables custodian.
Junior Officer
New India Co-operative Bank
07.2015 - 10.2018
- Handled Cash
- Handled day to day operation activities
- Scrutinized AOF tracked deliverable and insta kits
- Take care of third-party product
- Served customer from front desk
- Handled tax payments.
Education
BANKING AND INSURANCE
MUMBAI UNIVERSITY
04.2015
HSC - undefined
SSC - undefined
NIIT Post Graduation Diploma in Banking -
Skills
Quick learner & adapts well to changes and pressure in work
Extra Qualifications
NIIT Post Graduation Diploma in Banking
Areas Of Exposure
- Branch Operations
- Monitor Service Quality score card and control escalation
- Monitor service feedback of service
- Well verse in all branch operations work like Cash, Clearing and handling of customer requests, verification/authorization
- Efficient in Finacle, Omni, SFDC, Tax software such as TCS, CBS, etc.
- Scrutinizing Account Opening Forms
- Monitoring the office accounts (Short & Excess cash, Expense account and branch suspense accounts)
Banking Certificate
- IRDA certified
- NISM certified
Personal Information
Disclaimer
I declare that the above information is true to the best of my knowledge proofs would be furnished whenever required.
Timeline
Wealth Relationship Manager
Nuvama Wealth
10.2024 - Current
NRI Relation Manager
Axis Bank Ltd.
06.2023 - Current
Assistant Manager
IDFC FIRST Bank
02.2020 - 08.2022
Officer
New India Co-operative Bank
07.2018 - 01.2020
Junior Officer
New India Co-operative Bank
07.2015 - 10.2018
HSC - undefined
SSC - undefined
NIIT Post Graduation Diploma in Banking -
Yes Premia Relationship Manager
YES BANK LTD
8 2022 - 06.2023
BANKING AND INSURANCE
MUMBAI UNIVERSITY
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