Mansi Gambhir

Banking professional with proven ability to foster strong client relationships and deliver strategic financial solutions. Recognized for collaborative teamwork and adaptability to changing market conditions. Highly skilled in financial analysis, risk assessment, and relationship management.

• Relationship Manager, AXIS Bank, Agra, Handling the portfolios of HNI clients, Cross selling them with various banking products, Adding SME and individual HNI clients to the portfolio
• Business Development Manager, Forever Homz, Noida, Adding and handling new clients’ business
• Self Employed, United Traders, Agra, Handled all the banking and finance activities, Worked in the expansion of distribution network
• Imperia Client Relationship Manager (Retail), HDFC Bank Ltd, Agra, Responsible for managing and increasing the HNW base of the branches in and around the town., Cross selling various business banking and retail products to the existing and NTB customers, as appropriate to their respective profiles.
• Relationship Manager (Commercial Banking, SME), The Hongkong and Shanghai Banking Corporation Limited, New Delhi, 08/01/21, Present, Responsible for growing the base portfolio from 25 million INR to 39 million INR., Cross sell of various products available with the bank as per the customer business requirement and suitability., Involved in appraising the credit worthiness of the company.
• Acquisition- Executive, Citi Bank, Gurgaon, 05/01/06, 11/30/07, Responsible for acquiring NTB clients., Acquiring only Citi gold clients with an initial accounting opening cheque value of INR 1M., Enhancing existing Relationship and cross selling other banking products., Responsible for training newly recruited sales executives in the team.

• Date of Birth: 07/10/83
• Marital Status: Married

• Initiated and achieved targets assigned for business banking and branch banking.
• Successfully added HNI clients to the banking portfolio.
• Procured 1 million INR worth of Bank products sales within 1st year of joining.

I have been a learner through my entire journey till now and have always put the best of my efforts in adapting to the changes that are essential to keep myself updated with the latest job requirements. I have worked with various professionals of different ages which allows me to understand the psyche of all the age groups from Bloomers to Gen Alpha. This supports me in my decision making while dealing with my clients of different age-groups. It also help me grow as an individual and apply all these learnings in my personal life along with my professional work.