Ashwin Shukla
Bangalore
Summary
Dynamic Relationship Manager with a proven track record at TATA Capital and HDFC BANK, adept in financial analysis and client engagement. Excelled in structuring deals and managing portfolios worth hundreds of crores, leveraging skills in Excel and effective communication to enhance customer satisfaction and drive growth. Passionate about leveraging data to uncover insights and foster strong client relationships.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager - Emerging Corporate
TATA Capital Ltd
08.2024 - Current
- Collaborated with clients to structure financial deals tailored to their specific needs
- Worked on recovery from existing stressed Accounts
- Collaborated with other vertical in for cross sell
- Analyzed financial statements, credit reports, and market trends to assess client performance and risks
- Ensured strict compliance with all audit, regulatory, and company regulations, processes, and policies
- Handling portfolio worth Rs.50Cr
- Successfully negotiated contracts with key stakeholders, resulting in cost savings for the company
- Created presentations and reports to track customer data and inform stakeholders on customer trends
- Analyzed customer data to identify trends and insights that led to targeted marketing campaigns and improved customer engagement
- Developed or analyzed information to assess current or future financial status of firms.
- Participated in networking events and industry conferences to attract new clients.
- Established strong relationships with clients through regular, personalized communication.
Relationship Manager - Emerging Corporate Group
HDFC BANK
Bangalore
05.2022 - 08.2024
- Onboarded clients by doing background verification, collateral inspection and matched all the guidelines laid by bank
- Managing portfolio which includes monthly reviewing of accounts, regular hygiene check, assisting with day-to-day banking services, query resolving
- Ensuring all the management guidance is adhered post onboarding
- Opened high net-worth account with regular monitoring
- Identified, analyzed and communicated pain areas of clients so that support function helps in resolving the same through process improvement
- Scoping of new clients for bigger client pool
- Tracking of deferrals and updating all information as per RBI and credit regulations
- Intra bank coordination and communication
- Involved in preparation of CAM and Spreads
- Handled portfolio amounting to Rs-700Cr, with client base of 25 average turnover of Rs.300Cr
- Developed strategies to attract new customers while retaining existing ones.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Analyzed market trends and identified potential new customers through research activities.
- Maintained accurate records of all client interactions within the company's CRM system.
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Negotiated terms and conditions of client contracts to ensure mutual satisfaction.
Education
PGPBA -
MS Ramaiah University
02.2025
Masters in Business Administration -
CMS Business school, Jain University
05.2022
Bachelor of Commerce - Accounts And Taxation
SRN Adarsh College
Bangalore09-2020
Skills
- Scheduling
- Financial analysis
- Risk monitoring
- Tally
- Excel
- Leadership
- Business ethics for manager
- Data visualization
- Storytelling
- Leadership skills
- Communicating
- Corporate finance
- Financial statement
- Risk management
- Social media marketing
- Marketing
- Sales
- Customer engagement
- Marketing communication
- Advance Excel
- Data Cleaning
- Data Modelling
- Data Presentation
- Artificial intelligence
- Contract negotiation
- Portfolio management
- Client engagement
- SQL
- Python
- Tableau
- Data validation
- Story telling
- Risk management
Languages
- English, Full Professional Proficiency
- Hindi, Native or Bilingual Proficiency
- Kannada, Full Professional Proficiency
Certification
Basics and TALLY |Corporate finance foundation| Leadership foundation | Marketing foundation| Marketing communications| Social media marketing| MS Excel Data visualization | Economic indicator | Project management | leadership skills for the future | Executive influence | Financial statement analysis | Risk management
Timeline
Relationship Manager - Emerging Corporate
TATA Capital Ltd
08.2024 - Current
Relationship Manager - Emerging Corporate Group
HDFC BANK
05.2022 - 08.2024
PGPBA -
MS Ramaiah University
Masters in Business Administration -
CMS Business school, Jain University
Bachelor of Commerce - Accounts And Taxation
SRN Adarsh College
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