Ankita Gaurav Gandhi
Banking & Finance Professional
C-001, Orchid., Next to Kotak Mahindra Bank, Kaviltali, Chiplun
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Relationship Manager
Star Health and Allied Insurance Co Ltd
07.2024 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Branch Operations Manager
Kotak Mahindra Bank
08.2023 - 04.2024
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations.
- Performed monthly compliance checks.
Assistant Manager
Axis Bank Ltd.
09.2019 - 08.2023
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Application Engineer
Tecnik Group
03.2014 - 07.2016
- Exhibited strong technical aptitude and application expertise resulting in optimized performance, continuous improvement recommendations and product innovation.
- Played a crucial role in successful project completion by contributing technical expertise at all stages of development.
- Generated target accounts sales objectives, opportunities and projection reports to prioritize work.
- Visited clients to determine feasibility, analyze requirements and provide solution suggestions.
Education
Post Graduate Diploma - Banking And Finance
Manipal Academy of Higher Education
Bengaluru, India 04.2001 -
Bachelor of Engineering - Instrumentation Engineering
Ramrao Adik Institute of Technology
Nerul, Navi Mumbai 04.2001 -
Higher Secondary Certificate - Science- Electronics
A. K. Jr College
Ratnagiri, India 04.2001 -
Secondary School Certificate -
Phatak High School
Ratnagiri 04.2001 -
Skills
Relationship building
Customer relationships
Relationship management
Customer service
Relationship building and management
Excellent communication
Service support
Customer portfolio management
Client acquisition
Portfolio growth
Product knowledge
Investment and wealth planning
FLUENT IN- ENGLISH, HINDI, MARATHI
Certification
NISM- Series V A- Mutual Fund Distributors Certificate
Timeline
Relationship Manager
Star Health and Allied Insurance Co Ltd
07.2024 - Current
Branch Operations Manager
Kotak Mahindra Bank
08.2023 - 04.2024
Assistant Manager
Axis Bank Ltd.
09.2019 - 08.2023
Application Engineer
Tecnik Group
03.2014 - 07.2016
Post Graduate Diploma - Banking And Finance
Manipal Academy of Higher Education
04.2001 -
Bachelor of Engineering - Instrumentation Engineering
Ramrao Adik Institute of Technology
04.2001 -
Higher Secondary Certificate - Science- Electronics
A. K. Jr College
04.2001 -
Secondary School Certificate -
Phatak High School
04.2001 -
NISM- Series V A- Mutual Fund Distributors Certificate
NISM- Series VI- Depository Operations Certificate
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