Ankur Upadhyay
Ahmedabad
Summary
Dynamic Relationship Manager with a proven track record at AU SMALL FINANCE BANK, excelling in crafting tailored financial solutions and driving client satisfaction. Leveraging strong sales expertise and exceptional communication skills, I consistently achieved outstanding performance awards while enhancing operational efficiency and compliance in banking operations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Manager - Platinum
AU SMALL FINANCE BANK
AHMEDABAD
06.2025 - Current
- Crafted tailored financial solutions for diverse client portfolios.
- Achieved outstanding performance awards for June and July across all parameters.
- Managed client relationships to drive satisfaction and retention.
- Educated clients on available banking products and services.
Banker Customer Experience
IDFC FIRST BANK
Ahmedabad
08.2024 - 06.2025
- Demonstrated proficiency in cash management and customer service within flexi banking role.
- Navigated banking regulatory frameworks to ensure compliance excellence.
- Maintained regulatory standards and mitigated risks as Relationship Manager.
- Enhanced operational efficiency through strategic process improvements.
- Applied strong sales expertise to drive CASA product management.
- Managed sales initiatives, focusing on effective customer relationship building.
- Achieved operational goals while adhering to compliance requirements.
- Leveraged extensive knowledge of banking operations to improve service delivery.
Relationship Manager
ICICI BANK LTD
Ahmedabad
02.2022 - 07.2024
- Work as teller and front desk officer
- Handle Asset servicing desk
- Accomplished advisor in the mutual fund industry
- Specialized in portfolio management
Education
EDP - Applied Finance & Investment
IIM KASHIPUR
08.2025
MBA -
Uttarakhand Technical University
Rudrapur, Uttarakhand10.2023
Bcom (hons) -
kumanu university nanital
Rudrapur, Uttarakhand11.2021
Intermediate -
St.marys senior secondary school
Rudrapur, Uttarakhand05.2015
High school -
St.marys senior secondary school
05.2013
Skills
- Microsoft Excel and Word
- Communication skills
- Team collaboration
- Sales expertise
- Cash management
- CASA and AMFI certification
Certification
- Certified Mutual Fund Distributor, 09/21/23, 06/29/26, 08/2023
- IRDA Certified, 07/08/24, 07/07/27
Accomplishments
- National certification in football and carrom, 04/2013 - 01/2015
- Played in national and zone level in football
- Won cricket tournament held by ICICI Bank Ltd, 03/2023
Hobbies and Interests
- Cricket
- Football
- Travelling
- Music
- Carrom
Languages
- Hindi, Full Professional Proficiency
- English, Full Professional Proficiency
Timeline
Relationship Manager - Platinum
AU SMALL FINANCE BANK
06.2025 - Current
Banker Customer Experience
IDFC FIRST BANK
08.2024 - 06.2025
Relationship Manager
ICICI BANK LTD
02.2022 - 07.2024
EDP - Applied Finance & Investment
IIM KASHIPUR
MBA -
Uttarakhand Technical University
Bcom (hons) -
kumanu university nanital
Intermediate -
St.marys senior secondary school
High school -
St.marys senior secondary school
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