ANKITA SHARMA
Chandigarh
Summary
Highly motivated and ambitious professional dedicated to advancing in the services industry. Committed to continuously developing necessary skills for personal and career growth. Strives to make a positive impact within the team and organization. Focused on contributing effectively and efficiently to drive success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
AVP
INDUSIND Bank Ltd
05.2023 - Current
- Company Overview: Premier bank partner pioneer
- Handling portfolio of 70cr
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues
- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth
- Ensure ongoing self-development
- Manage the portfolio to de-risk against attrition and achieve stability of book
- Manage the key performance indicators at the highest level
- Have complete knowledge of the customer base in terms of the profile, demographics and assets in the Bank and in other places
- Achieve the Targets set in terms of product mix
- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix
- Manage the customer transition with utmost sensitivity
- Awareness of all the policies and procedures issued in relation to money laundering prevention
Senior Manager
AXIS Bank Ltd
07.2013 - 05.2023
- Responsible for achieving overall KRAs i.e
- CASA, IPG, RETAIL ASSET..
- Providing excellent customer service to the existing customers and deepening of account balances maintained by them
- Managing the portfolios of client having total liability book of Rs 65 CR
- Managing the AUM size of 25 CR through retail banking
- Managing the Inward/Outward Remittances, NRI pro deposits
- Managing Budgets and meeting targets of Deposits, Loans, Cash Credits/ Overdrafts & Advances, Acquisition, Fee Income Budgets
- Identifying and networking with prospective clients, generating business from existing accounts and achieving profitability and increase sales growth
- Recently qualified MDRT 2022 (Boston)
- Implemented and developed operational standards, policies and procedures.
- Provided strong leadership to enhance team productivity and morale.
Education
Master of Business Administration - Marketing & Finance
Rayat And Bahra Institute of Management
05-2013
Bachelor - Computer Application
Baring Union Christian College
01.2011
SSC - Non medical
DAV Centenary Public School
01.2008
Skills
- Innovation management
- Customer Relationship Management
- Meeting assistance
- Executive-level support
Accomplishments
- Achieved more than 250% achievement in IPG (Life insurance, General insurance and Mutual funds products).
- MDRT BOSTON qualified for 2021-2022.
- Stood 10th across PAN State in annual contest for IPG in March 2021.
- Won appreciation certificates for excellent participation by branch in various contests.
Languages
English
Hindi
Punjabi
Personal Information
- Father's Name: Mr. Ravinder Sharma
- Date of Birth: 03/09/90
- Marital Status: Single
Certification
AMFI CERITIED
PMS
IRDA
Timeline
AVP
INDUSIND Bank Ltd
05.2023 - Current
Senior Manager
AXIS Bank Ltd
07.2013 - 05.2023
Bachelor - Computer Application
Baring Union Christian College
SSC - Non medical
DAV Centenary Public School
AMFI CERITIED
PMS
IRDA
Master of Business Administration - Marketing & Finance
Rayat And Bahra Institute of Management
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