Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Laveena Jethani

New Delhi

Summary

Collaborative Key Account Manager with demonstrated success in relationship building, negotiating and developing new business within targeted and assigned accounts. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

4
4
years of professional experience

Work History

Associate International Relationship Manager

HSBC Bank
09.2024 - Current
  • Manage a portfolio of 12 mid to large cooperates engaged in international trade having a total book value of INR 280 Crores, providing end to end relationship support.
  • Proactively scouting for new business opportunity through cold-calling, internal database mining and networking with intermediaries such as chartered accountants and DSAs; thereby achieving total disbursement of INR 42 Crores.
  • Conduct regular meetings and follow-ups with CXOs and promoters and delivering customized presentations to onboard prospects and convert leads.
  • Performing in-depth financial, banking and collateral analysis to structure tailored working capital solutions and present them through detailed CARM proposal for internal credit approvals.
  • Meeting the existing and potential clients regularly to deepen the relationship, identify enhancement and cross-sell opportunities to increase the wallet share and stay ahead of the competition.

Relationship Manager, Mid Corporates Group

ICICI Bank
05.2022 - 09.2024
  • Prospected and acquired new clients through cold-calling, networking and collaborating with Branch Managers and other teams like private, wealth and transaction banking.
  • Generated over 400+ qualified leads by engaging with CXOs and Promoters of SME entities having revenue between INR 50-750 Crores.
  • Conducted in-depth financial analysis, due-diligence, and industry research to evaluate client eligibility and structure customized lending solutions.
  • Managed a portfolio of 25 credit backed clients having book value of INR 300 Crores and onboarded new clients, achieving total limit-set up of INR 230 Crores.
  • Regularly met with existing and potential clients to understand evolving needs and actively cross-sell other banking products like trade and supply chain finance, corporate cards, insurance, etc.
  • Promptly responded to inquiries and requests from prospective customers by collaborating with internal teams such as product, legal, compliance, risk and operations.

Business Development Intern

Zigsaw Consultancy
05.2021 - 07.2021
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Collaborated with teammates to develop advertising collateral and sales presentations.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Negotiated prices, terms of sales and service agreements thereby exceeding company defined sales goals by onboarding 22 clients within 2 months.

Education

PGDM - Marketing and Sales Management

T.A. Pai Management Institute
Manipal
05-2022

B.Com (Hons) -

ARSD College, University of Delhi
New Delhi
02-2020

Skills

  • Key Account Management
  • B2B Relationship Handling
  • Customer Retention and Satisfaction
  • CRM tracking
  • Cross-selling and Upselling
  • Conflict resolution
  • Cold calling
  • Public Speaking
  • Advanced Excel
  • PowerPoint
  • Stakeholder Management
  • Portfolio Management
  • Consultative Selling
  • Time Management
  • Customer Lifecycle Management

Accomplishments

  • Got promoted to Manager Band -1 within 2 years at ICICI Bank
  • Inducted to TAPMI Achiever's Club, 02/2021, for onboarding the maximum number (16) of clients in past 4 years for OMEGA - The Strategy and Consulting Committee of TAPMI
  • Ranked among top 3 interns during summer internship at Zigsaw Consultancy, 05/2021

Languages

English
Hindi
Sindhi

Timeline

Associate International Relationship Manager

HSBC Bank
09.2024 - Current

Relationship Manager, Mid Corporates Group

ICICI Bank
05.2022 - 09.2024

Business Development Intern

Zigsaw Consultancy
05.2021 - 07.2021

PGDM - Marketing and Sales Management

T.A. Pai Management Institute

B.Com (Hons) -

ARSD College, University of Delhi
Laveena Jethani