Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

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
Akola
05-2024

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
Harshita Gupta