Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Maithili Joshi

Maithili Joshi

New Delhi

Summary

Proficient in client acquisition and portfolio management, with experience in onboarding SME and mid-corporate clients by assessing their financial needs. Successfully managed a diversified portfolio, ensuring regular engagement and effective cross-selling strategies. Conducted thorough financial and risk analyses to evaluate creditworthiness, while preparing detailed credit proposals that adhered to internal compliance standards. Established strong relationships with key stakeholders, contributing to high levels of client satisfaction and proactive risk monitoring.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Manager

ICICI Bank Limited
Lucknow
05.2023 - Current

1) New Client Acquisition: Prospected and onboarded new SME and mid-corporate clients by understanding business models and financial needs.
2) Portfolio Management (₹800 Cr): Handled a diversified portfolio with regular client engagement, cross-selling, and credit monitoring.
3) Financial & Risk Analysis: Analyzed financial statements, cash flows, and key ratios to assess creditworthiness and mitigate risks.
4) Credit Appraisal: Prepared detailed credit proposals, recommended optimal structures, and ensured compliance with internal policies.
5) Solution Delivery: Provided tailored financial solutions including WC limits, term loans, BGs, and CMS products.
6) Client Relationship Management: Built and maintained strong relationships with promoters and CXOs, ensuring high client satisfaction.
7) Risk Monitoring: Identified early warning signals, monitored account conduct, and ensured timely remedial action.

Assistant Manager (Fans & SDA Category)- International Business

Havells India Ltd
11.2021 - 11.2022
  • Developing Fan & Small Domestic Appliance category and carrying out digital & traditional marketing activities
  • Working in building a distribution network in SAARC, Middle East, ASEAN & European regions merchandising
  • Involved in SEO for keyword research through tools like SEMrush and Ahrefs, actively carrying out search ad campaigns
  • Involved in new product development, devising GTM strategies & building annual operating plan for B2B client acquisition
  • Responsible for appliance sale development and strategy in Kenya market sports marketing
  • Planning Product range & pricing strategy, Vendor management, selection & negotiations and Listing/Catalogue management
  • Train the sales team on product and specification, pricing strategy and USPs wholesale retailers

Associate- Sales & Business Development

Crescendo Global
04.2021 - 10.2021
  • Major responsibilities include Revenue Generation through closing on open mandates across Leadership positions
  • Business Development across Pan India Market and Key Relationship Management for Major clients
  • Spearhead the acquisition of new/repeat business from Fortune 500 clients brand communication

Education

MBA - Marketing & Strategy

Indian Institute of Management
Rohtak
01.2021

B. Tech - ECE

National Institute of Technology
Hamirpur
01.2018

Class XII - CBSE

St Mary's Convent School
01.2013

Class X - CBSE

St Mary's Convent School
01.2011

Skills

  • Client acquisition
  • Portfolio management
  • Financial analysis
  • Solution delivery
  • Relationship management
  • Market analysis
  • Product marketing
  • Negotiation skills
  • Effective communication
  • Customer advocacy
  • Overcoming objections
  • Product recommendations
  • Attention to detail
  • Time management
  • Financial acumen
  • CRM tracking
  • Asset management
  • Strategic selling
  • Relationship building and management

Certification

  • Online course from the University of California on SEO tactics to drive the website traffic, 2020
  • Complete Digital Marketing course on how to increase the size and accurately target audience, 2020
  • Participated in a 7-hour workshop on Tableau and Power BI conducted by Phoenix Global, 2020

Languages

English, Hindi
First Language

Timeline

Relationship Manager

ICICI Bank Limited
05.2023 - Current

Assistant Manager (Fans & SDA Category)- International Business

Havells India Ltd
11.2021 - 11.2022

Associate- Sales & Business Development

Crescendo Global
04.2021 - 10.2021

MBA - Marketing & Strategy

Indian Institute of Management

B. Tech - ECE

National Institute of Technology

Class XII - CBSE

St Mary's Convent School

Class X - CBSE

St Mary's Convent School
Maithili Joshi