Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic
Ansh Supyal

Ansh Supyal

Gurgaon

Summary

Highly reliable and focused person with an exceptional customer service through effective recommendation of applicable products and services. Able to explain complex financial management concepts to a wide variety of professional and non professional audiences.. Seeking opportunity working with a reputative organization that will allow utilization of strong interpersonal skills and sales techniques to link customers with the right products and services.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Priority Banking Relationship Manager

Axis Bank Ltd
Gurgaon
01.2022 - Current
  • Drove a 18% revenue increase in FY 2022-23, outperforming “highreach” sales targets by finding potential clients, helping them to choose the most suitable type of insurance, paying beneficiaries, suggesting solutions on how to minimize risks, and processing applications.
  • Conducted regular reviews of customers' accounts to ensure they are meeting their financial goals.
  • Competence in Sales pipeline management and CRM tools, including Salesforce.com.
  • Experience in implementation, customization and supports in various module of Finacle (Liability, Clearing, assets, loans, bills, payment systems).
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Ensured compliance with relevant regulations governing Priority Banking activities.

Privilege Banker

ICICI Bank Ltd
Gurgaon
10.2019 - 01.2022
  • Excellent expertise in Demat Servicing and Retail Banking Operations.
  • Advised customers on bank products, services and financial planning options.
  • Analyzed customer portfolios to identify areas of improvement in order to maximize their wealth potential.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Advised clients on investment options based on their individual needs and risk tolerance levels.

Senior Assistant Store Manager

Jubilant Foodworks Pvt Ltd
New Delhi
06.2017 - 08.2018
  • Oversaw coaching and guidance of store employees to foster advancement in work operations.
  • Assisted store manager in developing and implementing effective strategies to increase sales and customer satisfaction.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Coordinated delivery schedules with vendors in order to ensure timely arrival of goods.
  • Handled scheduling for store shifts to achieve adequate staffing.

Education

EDP Certification - Applied Financial Risk Analyst

IIM Kashipur
Kashipur
12-2023

PGD - Banking And Finance

Manipal Academy of Higher Education
Bengaluru
10-2019

Bachelor of Science - Hospitality Administration And Management

IHM Chandigarh
Chandigarh
05-2017

Skills

  • Portfolio Management
  • Proficient with Microsoft office (Word, Excel, Powerpoint & R-Program)
  • Relationship Management/Escalation Handling
  • Operational Excellence/Process Improvement
  • Problem solving and analytical skills
  • Business Planning/Expansion
  • Risk Assessment
  • Business Development
  • Financial Analysis and Planning

Languages

Hindi
First Language
English
Proficient (C2)
C2

Certification

Applied Financial Risk Analyst IIM Kashipur

Timeline

Priority Banking Relationship Manager

Axis Bank Ltd
01.2022 - Current

Privilege Banker

ICICI Bank Ltd
10.2019 - 01.2022

Senior Assistant Store Manager

Jubilant Foodworks Pvt Ltd
06.2017 - 08.2018

EDP Certification - Applied Financial Risk Analyst

IIM Kashipur

PGD - Banking And Finance

Manipal Academy of Higher Education

Bachelor of Science - Hospitality Administration And Management

IHM Chandigarh

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Ansh Supyal