Harshita Gupta
Amravati
Summary
A highly accomplished and results-driven Relationship Manager with a proven track record of cultivating and expanding a high-value client portfolio. Expertly leverages deep financial acumen and a client-first philosophy to build lasting trust, consistently exceeding growth targets and ensuring a 98% client retention rate. By utilizing a proactive, data-driven approach, this professional delivers bespoke financial solutions and strategic advice, serving as a trusted partner who consistently drives exceptional outcomes and client satisfaction.
Overview
1
1
year of professional experience
Work History
Relationship Manager
ICICI Bank
Amravati
08.2024 - Current
- Cultivated a robust client portfolio by proactively identifying and acquiring new high-net-worth individuals, resulting in a 20% increase in assets under management within one year.
- Achieved a 95% client retention rate through dedicated, personalized service and strategic financial planning, demonstrating a commitment to long-term client success.
- Employed a data-driven approach to analyze market trends and client needs, crafting customized investment strategies that consistently exceeded performance benchmarks.
- Spearheaded client education initiatives, conducting workshops and one-on-one sessions to empower clients with a deeper understanding of their financial options and market dynamics.
- Served as a trusted advisor, acting as the single point of contact for all client inquiries and needs, from daily account management to complex portfolio adjustments.
- Consistently exceeded sales targets for new financial products by understanding and anticipating client needs, building trust and cross-selling relevant solutions.
- Collaborated cross-functionally with internal teams (e.g., product specialists, legal) to ensure seamless service delivery and resolve complex client issues efficiently.
- Demonstrated exceptional problem-solving skills by navigating challenging market conditions and client concerns, always maintaining professionalism and a solutions-oriented mindset.
Education
BBA - Financial Accounting
Smt Maherbanu College of Science & Commerce
Akola05-2024
Skills
- Strategic Client Portfolio Growth
- Exceptional Client Retention & Loyalty
- Advanced Financial Acumen
- Expert Cross-Functional Collaboration
- Proactive Problem-Solving
- Effective Communication & Negotiation
- Client-Centric Relationship Building
- Data-Driven Decision Making
Languages
Hindi
First Language
Marathi
Proficient (C2)
C2
English
Advanced (C1)
C1
Gujarati
Advanced (C1)
C1
Timeline
Relationship Manager
ICICI Bank
08.2024 - Current
BBA - Financial Accounting
Smt Maherbanu College of Science & Commerce
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