Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Certification
Timeline
Generic

Ankita Sharda

Chandigarh

Summary

Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Relationship Manager

HDFC BANK
09.2023 - Current
  • Managed Preferred and Imperia customers with a total portfolio size of 112cr+
  • Built and maintained 20+ client relationships, identifying financial needs and providing appropriate solutions
  • Achieved a 20% increase in client retention rate by implementing new customer service strategies
  • Developed and implemented a successful sales strategy, resulting in a 10% increase in revenue
  • Analyzed potential loan markets to develop prospects for new loans both personal and corporate
  • Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.

Retail Trade and Forex

HDFC BANK
03.2021 - 09.2023
  • Spearheaded the effective management of over 850 accounts within the sectors of Legal, Finance, Insurance, Real Estate, Transportation and Non-Profits with a liability size of 75+cr.
  • Implemented effective lead generation method by utilizing the potential of Big Asset leads and Trade Forex
  • Achieved a turnaround in liability scorecard from -350% to 200% within one year
  • Managed CASA/FD base, successfully promoting Mutual Funds and Insurance offerings.
  • Retail Forex Branch Specialist.
  • LRS, LCBG , FEMA , FDI/ODI/ECB , FCNR , NRE/NRO Repatriation
  • Digital processes(RemitNow , LCBG online)-IDPMS/EDPMS

Customer Service Executive

HDFC BANK
02.2020 - 03.2021
  • Handled operational duties and completed branch audits
  • Consistently recognized as Employee of the Month six times in one financial year.

Operations Associate

HDFC BANK
06.2019 - 02.2020
  • Consistently maintained accurate records of cash transactions
  • Generated detailed reports to track project progress
  • Protected customer confidential information by adhering to industry standards and regulations.

Market Research

VIBRACOUSTIC INDIA PVT LTD. MOHALI
05.2017 - 07.2017
  • Review business trends to advise customers regarding expected fluctuations
  • Make presentations on financial services to groups to attract new clients.

Education

MBA(Finance &Marketing) -

Amity Global Business School
01.2019

BCOM (E-Commerce Hons.) -

Dav College, Panjab University
01.2016

Skills

  • Interpersonal Relationship Building
  • Proficient Deadline Management
  • Comprehensive Understanding of Financing Options
  • Oracle (Flexcube)
  • DealPro
  • MS Office
  • Adobe Photoshop
  • Compliance Reporting
  • Banking regulations
  • Proficient in Foreign Exchange Transactions
  • CRM
  • Customer Relationships
  • Wealth management portfolios
  • Risk Management
  • Regulatory Compliance
  • CRM proficiency
  • Audit Coordination
  • Due diligence

Accomplishments

  • Earned operations Employee Excellence Award every month in a row at HDFC BANK
  • Promoted thrice in three years
  • Won numerous Cluster and Zonal Life Insurance Objectives
  • Awarded Gold Star Service for FY 2021-2022
  • The only employee in the branch to be honoured STRONG CONTRIBUTOR rating amongst all the operational staff.
  • Coordinating college events ELATION and SANGHATHAN (cultural events) at AGBS Chandigarh
  • Played table soccer in Mini Olympics at International Level in 2012
  • Volunteered for Wood Alpine Eco Club for 10 years which included Hazardous waste remediation, Energy modelling and Vegetation Planning.

Languages

English
First Language
Hindi
Proficient (C2)
C2
Punjabi
Upper Intermediate (B2)
B2
French
Beginner
A1

Certification

  • IRDA
  • NISM
  • E-COMMERCE

Timeline

Relationship Manager

HDFC BANK
09.2023 - Current

Retail Trade and Forex

HDFC BANK
03.2021 - 09.2023

Customer Service Executive

HDFC BANK
02.2020 - 03.2021

Operations Associate

HDFC BANK
06.2019 - 02.2020

Market Research

VIBRACOUSTIC INDIA PVT LTD. MOHALI
05.2017 - 07.2017

MBA(Finance &Marketing) -

Amity Global Business School

BCOM (E-Commerce Hons.) -

Dav College, Panjab University

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Ankita Sharda