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
Similar Profiles
Aravind Kumar VutukuriAravind Kumar Vutukuri
Business Analyst at AU Small Finance Bank (Erstwhile Fincare Small Finance Bank)Business Analyst at AU Small Finance Bank (Erstwhile Fincare Small Finance Bank)
Pooja BhattiPooja Bhatti
Finance Operations Manager at Fincare small finance bank(Now AU small finance bank)Finance Operations Manager at Fincare small finance bank(Now AU small finance bank)
Vinod Das SwamiVinod Das Swami
Finance & Accounts Manager-CSR at AU Foundation (A CSR Arm of AU Small Finance Bank Ltd.)Finance & Accounts Manager-CSR at AU Foundation (A CSR Arm of AU Small Finance Bank Ltd.)
Nikita MalikNikita Malik
Senior Onboarding Partner (Corporate)HR Operations at AU Small Finance Bank Ltd.Senior Onboarding Partner (Corporate)HR Operations at AU Small Finance Bank Ltd.
AKASH SINGHAKASH SINGH
Fenergo Developer (US Bank) at Amiseq India Private LimitedFenergo Developer (US Bank) at Amiseq India Private Limited