Aashi Jain
Ahmedabad
Summary
A dedicated banking professional with 4.5 years of experience in customer service and relationship management, specializing in understanding client needs and providing tailored financial solutions. Adept at building and nurturing long-term client relationships, analyzing financial data, and optimizing processes to drive business growth. Now seeking to transition my strong analytical skills and client management expertise into a corporate analyst role, where I can leverage my experience in data analysis, financial strategy, and problem-solving to support business decisions.
Overview
6
6
years of professional experience
Work History
Manager (Corporate Employee Banker)
HSBC
Ahmedabad
08.2024 - Current
- Lead the onboarding process for high-profile corporate clients, offering tailored financial solutions that address the specific needs of various industries such as manufacturing, technology, and services.
- Cultivate and sustain strategic relationships with senior executives and key stakeholders of large corporates, ensuring alignment between their evolving financial requirements and HSBC’s suite of banking services.
- Actively drive the acquisition of large corporate clients, leveraging HSBC’s global banking platform to deliver a broad range of financial products, including working capital solutions, corporate loans, trade finance, and treasury services.
- Orchestrate the seamless onboarding of major corporate clients, ensuring smooth integration with HSBC's banking offerings and delivering solutions that align with their operational goals.
Premia Relationship Manager
Yes Bank Ltd.
Ahmedabad
04.2022 - 08.2024
- Fostered long-lasting relationships by understanding clients’ unique financial needs and providing customized investment strategies, wealth management, and banking products.
- Conducted comprehensive financial assessments for clients, offering insights on asset allocation, risk management, and optimizing investment portfolios on market trends, investment opportunities, and new banking products.
- Increased the branch's portfolio by 200% through the consistent onboarding of new clients and ensuring the acquisition of deposits and other financial products from them.
- Formulated and executed strategies to expand the bank’s presence within the high-net-worth sector, leading to substantial growth in assets under management (AUM).
Branch Relationship Manager
Kotak Mahindra Bank Ltd.
Ahmedabad
08.2020 - 04.2022
- Managed a portfolio of high-net-worth clients, providing personalized financial services and investment solutions to meet their financial goals.
- Built and nurtured strong relationships with clients through regular interactions, understanding their needs, and offering tailored banking products and services.strategies.
- Responsible for cross-selling a variety of financial products, including loans, credit cards, insurance, and investment options, driving branch revenue growth.
- Increased branch sales by 53% by identifying new business opportunities, leveraging existing relationships, and executing targeted sales strategies.
Intern, Site Sales
Kalpataru Developers
Mumbai
04.2019 - 06.2019
- Planned and executed successful promotional events for key projects, effectively showcasing project achievements in front of 200 attendees.
- Assisted in creating marketing materials, including property brochures, flyers, and presentations, to improve client engagement and support sales efforts.
- Utilized CRM tools to track customer interactions, schedule follow-up appointments, and ensure timely communication, enhancing the sales process and customer satisfaction.
- Prepared and presented sales reports and performance dashboards to management, tracking key metrics such as conversion rates and customer interest.
Education
MBA - Marketing Management
ITM Business School
Navi Mumbai06-2018
BBA - Finance
Pioneer Institute of Professional Studies
Indore04-2015
Skills
- Client relationship management
- Sales strategy (Cross selling and Upselling)
- Lead generation and conversion
- CRM software
- MS OFFICE ( Excel, PowerPoint and Word )
- Wealth Management
Personal Projects
- Mutual Fund Analysis: Explored mutual funds as a globally recognized investment avenue, analyzing their potential for portfolio diversification and long-term growth.
- Capstone Project: Conducted a comparative analysis of Amazon Prime and Flipkart Plus subscription-based loyalty programs, evaluating their features, benefits, and value propositions for customers.
Accomplishments
- Certified in Product Management from Growth School for successfully completing the course.
- Proactive CSR Contributor at Shurunkhala NGO, supporting various community welfare projects.
- Multiple Debate & Speech Certifications for outstanding performance in competitions, showcasing strong communication and persuasive abilities.
- Event Host – "Melang" during PGDM, demonstrating exceptional organizational and event management skills.
Timeline
Manager (Corporate Employee Banker)
HSBC
08.2024 - Current
Premia Relationship Manager
Yes Bank Ltd.
04.2022 - 08.2024
Branch Relationship Manager
Kotak Mahindra Bank Ltd.
08.2020 - 04.2022
Intern, Site Sales
Kalpataru Developers
04.2019 - 06.2019
MBA - Marketing Management
ITM Business School
BBA - Finance
Pioneer Institute of Professional Studies