Deepali Rathore
Indore
Summary
To work in an organization that gives me the opportunity to improve my knowledge and skills, while contributing to the growth of the organization with my creative ideas, management and technical skills.
An achievement-driven professional with More than 8 years of experience in Banking and operations management ,Managing portfolio and Sales. Eager to learn new technologies, product knowledge, Management and marketing skills. An effective communicator with skills to relate to people at any level of work. A quick learner, possessing analytical thinking and innovative capabilities with skills to build team environment. Proficiency in monitoring various banking & financial operations and maintaining long-term customer relationships. Strong working knowledge in Financial operations, Reconciliation, Reporting & Compliance.
Overview
10
10
years of professional experience
Work History
Relationship Manager
ICICI BANK LIMITED
02.2024 - Current
- Working closely with colleagues to identify common new business prospects and cross-selling integrated services and products for the welfare of the company.
- Contacting managed base and meeting clients regularly to understand their banking and investment requirement regularly.
- Scheduling appointments and Advisory to the Privilege and wealth clients and researching their business aspects and requirements.
- Completing the necessary formalities to get the investment opportunities and keeping in touch with customers to ensure that their service requests towards their investments and account services are properly managed.
- Cross selling and up selling 360 degree products available in the bank for the customers.
- Contacting and meeting the managed customers as per their needs also Developing clients by networking to find new customers and generating list of prospective.
NRI PRODUCT MANAGER
ICICI BANK LIMITED
10.2022 - 01.2024
- Analyzed and automated data reports.
- Prepared daily, weekly, and monthly MIS.
- Coordinated with senior management and stakeholders.
- Handled NRI services and project implementation.
- Conducted root cause analysis for re-KYC issues.
Deputy Manager- (CMS & Reconciliations)
ICICI BANK LIMITED
07.2016 - 09.2022
- Managed dividend/refund account reconciliations.
- Handled RBI reporting and auditor queries.
- Monitored client funds and account closures.
- Supported doorstep banking services.
- Created MIS reports and resolved service requests.
Education
Masters Of Business Administration -
Welingkar College
MumbaiBachelor Of Commerce -
Devi Ahilya Vishwavidyalaya
Higher Secondary Examination -
Madhya Pradesh Board
Senior Secondary Examination -
Central Board Of Secondary Education
Skills
- Excel
- Risk management tools
- Microsoft applications
- Communication
- Strategic planning
- Delegation
- Time Management
- Quick learner
Hobbies and Interests
- Trying new hacks.
- Visiting new places.
Languages
- Hindi
- English
- Hindi
Achievements Awards
- Got Award of 3rd Eye in ICICI Bank in which I identified mistakes in Maker process.
- Awarded for Creating Robo for automation of account Reconciliation.
- Awarded as best employee in most of Regional sales targets.
- Utmost satisfaction serving the customers and helping colleagues.
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Relationship Manager
ICICI BANK LIMITED
02.2024 - Current
NRI PRODUCT MANAGER
ICICI BANK LIMITED
10.2022 - 01.2024
Deputy Manager- (CMS & Reconciliations)
ICICI BANK LIMITED
07.2016 - 09.2022
Masters Of Business Administration -
Welingkar College
Bachelor Of Commerce -
Devi Ahilya Vishwavidyalaya
Higher Secondary Examination -
Madhya Pradesh Board
Senior Secondary Examination -
Central Board Of Secondary Education