DISHIKA GUSAI
Summary
Dynamic and results-oriented NRI (Non-Resident Indian) Relationship Manager with a proven track record of delivering exceptional client service and driving revenue growth within the banking and financial services sector. Experienced in cultivating and managing relationships with high-net-worth NRI clients, I excel in understanding their unique financial needs and providing tailored wealth management solutions. With a solid background in cross-border banking, investment advisory, and tax planning, I am adept at navigating complex financial landscapes to help clients achieve their wealth preservation and growth objectives.
Overview
2
2
years of professional experience
Work History
Relationship Manager
ICICI Bank
Mumbai
07.2022 - Current
- Managing NRI relationships,ensuring exceptional customer service and cress - selling opportunities.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Addressed customer questions and concerns regarding products and services.
Education
BACHELOR OF COMMERCE
Tolani College Of Commerce
01-2022
Pursuing Post Graduate (M.COM)
Tolani College Of Commerce
Skills
- Customer Portfolio Management
- Portfolio Growth
- New Business Development
- Client acquisition
- Customer Relationships
- CRM proficiency
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Marathi
Intermediate (B1)
B1
Accomplishments
- "SIP Shubharambh" Jan 23
- "Award of Excellence" for Forex Achievers June 23
- "Freedom Hungama" Prudential Mutual Fund-August 23
- "Guts and Glory" Mutual Fund Oct 23
- "Liability Business" Dec 23
- "Forex New Year Sprint" Jan 24
Timeline
Relationship Manager
ICICI Bank
07.2022 - Current
BACHELOR OF COMMERCE
Tolani College Of Commerce
Pursuing Post Graduate (M.COM)
Tolani College Of Commerce
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