Tally
Hitisha Agrawal
Relationship Manager
Vadodara
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 6 months experience in banking industry.
Overview
1
1
year of professional experience
7
7
years of post-secondary education
4
4
Certifications
Work History
Relationship Manager, Business Loan Group
ICICI Bank
Vadodara
04.2023 - Current
- Worked with business loan department to facilitate communication and deliver personalized solutions to customers.
- 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.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
MBA - Accounting And Finance
IBS Mumbai
Mumbai 05.2021 - 02.2023
BBA - Accounting And Finance
Navrachna University
Vadodara 06.2018 - 04.2023
Skills
Investment and Wealth Planning
Financial planning processes
Service support
Relationship building and management
Customer portfolio management
Equity and Fixed Income Markets
Wealth management offerings
Risk management
Financial services
Cost reviewing
Trend forecasting
Coordinating documents
Account management
Forecasting abilities
Strategic financial planning
Advanced financial analysis
General ledger accounting
Financial Management
Documentation skills
SPSS/STATA/SAS software
Financial statements expertise
Budgeting
Forecasting trends
Evaluating capital projects
Budget Analysis
Annual reports
Forecasting
Cash Flow analysis
Wealth Management
Financial Advising
Bookkeeping
Accounting principles
Software
SPSS
Tableau
Certification
Finance modelling and valuation
Timeline
Complete finance program
10-2023
Relationship Manager, Business Loan Group
ICICI Bank
04.2023 - Current
Finance modelling and valuation
10-2022
Investment banking
10-2021
Financial analyst
09-2021
MBA - Accounting And Finance
IBS Mumbai
05.2021 - 02.2023
BBA - Accounting And Finance
Navrachna University
06.2018 - 04.2023