Harsh Agrawal
Ahmedabad
Summary
To acquire a demanding position in an environment where I can best utilize my skills and education for the growth of the Self and company.
Overview
2026
2026
years of professional experience
Work History
Relationship Manager Working Capital
Saraswat Co-operative Bank Ltd
Ahmedabad
11.2024 - Current
Relationship Manager Working Capital
IDFC Bank
Ahmedabad, India
08 2023 - 11.2024
- Managing branch for generation of working capital leads.
- Achieved revenue growth by adopting needs-based approach, engaging clients and securing new business opportunities.
- Developed profound understanding of clients' businesses and industries, enriching conversations and achieving fair outcomes.
- Need to source and convert the lead into disbursement stage.
AFFLUENT RELATIONSHIP MANAGER
ICICI Bank
Ahmedabad, India
01 2022 - 08 2023
- Where I manage Trade customer as well as HNI customer with cross-sell of assets and third party products.
- Excellent communication skills, both verbal and written.
- Skilled at working independently and collaboratively in a team environment.
- Provided professional services and support in a dynamic work environment.
- Proven ability to learn quickly and adapt to new situations.
- Managed time efficiently in order to complete all tasks within deadlines.
PREFERRED RELATIONSHIP MANAGER
HDFC BANK
Ahmedabad, India
1 2019 - 12 2021
- Where I was managing set of HNI customer.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Monitored customer feedback and generated reports to identify areas of improvement.
ASSISTANT ACQUISTION MANAGER
KOTAK MAHINDRA BANK
10.2014 - 01.2019
- Working under the Sales Team, selling of current account & saving accounts
- Seek out ways to increase client satisfaction
- Identify opportunity for cross-sell of new products (DATA, FD, and Insurance & Investments) and services to existing customers
- Generate referrals from existing customers
- Perform outbound tele-calling to allocated portfolio if required to meet sales targets
- Participate in branch sales campaigns
- Direct clients to appropriate staff person for specialized services
- Ex, Home Loans , Credit Cards etc
Education
MBA - Finance
L.J. INSTITUTE OF COMPUTER APPLICATION
10th -
ST. ANN'S HIGH SCHOOL
GSHSEB2007
12th - Commerce
RAJASTHAN HIGH SCHOOL
GSHSEB5./ 2009
Bcom - Commerce
J.G COLLEGE OF COMMERCE
Ahmedabad4./ 2012
Skills
- Computer Skills:
- MS Office, Internet
Timeline
Relationship Manager Working Capital
Saraswat Co-operative Bank Ltd
11.2024 - Current
ASSISTANT ACQUISTION MANAGER
KOTAK MAHINDRA BANK
10.2014 - 01.2019
MBA - Finance
L.J. INSTITUTE OF COMPUTER APPLICATION
10th -
ST. ANN'S HIGH SCHOOL
12th - Commerce
RAJASTHAN HIGH SCHOOL
Bcom - Commerce
J.G COLLEGE OF COMMERCE
Relationship Manager Working Capital
IDFC Bank
08 2023 - 11.2024
AFFLUENT RELATIONSHIP MANAGER
ICICI Bank
01 2022 - 08 2023
PREFERRED RELATIONSHIP MANAGER
HDFC BANK
1 2019 - 12 2021