Summary
Overview
Work History
Education
Skills
Extra-Curricular Activities
Interests
Internship
Disclaimer
Personal Information
Timeline

MEHNAZ

Relationship Manager Wealth And Trade
Gurgaon

Summary

I want to work with an organization that can give ample opportunities to grow so that I will be able to help in the growth of that organization and will be able to enhance my skill and capabilities.

Overview

4
4
years of professional experience
2
2
years of post-secondary education
3
3
Languages

Work History

Relationship Manager – Wealth & Trade(deputy manager 1)

ICICI Bank Ltd.
04.2025 - Current
  • Promoted to Relationship Manager based on strong performance in asset growth, CASA acquisition, and cross-sell of investment & trade products.
  • Handling a portfolio of HNI clients and SME accounts for both wealth management and trade finance requirements.
  • Managed a portfolio of HNI and SME clients, focusing on wealth management, investment advisory, and trade finance solutions.
  • Collaborated with treasury and trade teams to deliver structured solutions including LC, BG, and foreign exchange services.
  • Advising clients on mutual funds, insurance, PMS, structured products, and cross-border solutions aligned with their financial goals.
  • Deep engagement in trade solutions including Letters of Credit (LC), Bank Guarantees (BG), inward/outward remittances, and forex.

Senior Sales Executive

Iprocess India Pvt Ltd (ICICI Bank Ltd)
03.2021 - 06.2023
  • Credit card specialist.
  • Inbound customer service and credit relationship calls for all consumer card clients.
  • Process credit card applications for new customers, setting credit limits and according to customer credit and background.
  • Placed phone call, e-mailed customers to remind them of payment, due dates.
  • Provide excellent customer service and provide answers to client questions within set standards.
  • Resolved customer service issues, Provide lead for new account, offer convenience service, and helped the branch meet sales objectives contributing to the success of the Bank.
  • Helped clients identify their financial service need, perform research necessary to solve problems and answer questions, explain fee schedule service charges, interest rates.
  • Explain and sold bank products and services to clients.

Relationship Banking Manager

ICICI Bank
06.2023 - 03.2023
  • Experienced banker with excellent mathematical and analytical skills as well as a devotion to customer service.
  • Maintained 90% satisfaction rate from banking customers.
  • Proposed changes to account opening procedures led to a 15% drop in wait time and processing errors.
  • Effectively managed corporate client portfolios and offered financial advice regarding investments and savings.
  • Performed financial risk assessments and studied banking and financial market trends to prepare activity and progress reports to management.
  • Reviewed and processed credit and loan applications according to best practices and law.
  • Supported identifying potential sales opportunities to new business clients.
  • Handling daily reconciliation of payments as well as maintaining incoming and outgoing cash records.
  • Managing customer service team and offline sales.
  • Co-ordinating with the other department heads to maintain the TAT in respect of customer service issues and customer related queries.
  • Understanding the requirement of the manpower for pan India and co-ordinating with the HR for proper recruitment.
  • Implemented online customer service desk (FreshDesk), to help customers get prompt response and the team to understand & resolve the queries efficiently.
  • Providing timely MIS as required relating to the various aspects of the business.

Education

M.B.A - HR & Finance

V.B.S.Purvanchal University, Jaunpur, UP
01.2018 - 04.2020
GPA: 75.26%

B.Sc. - Biology

Md Hasan PG College, Jaunpur, UP
GPA: 62%

Intermediate - undefined

Sarvodaya Inter College, Jaunpur, UP
GPA: 76.6%

High School - undefined

K.D Inter College khetasarai, Jaunpur, UP
GPA: 76%

Skills

Basic Computer Knowledge &M S Excel

Extra-Curricular Activities

Attend PUMBA alumni meet 2019 from V.B.S. Purvanchal University, Jaunpur, UP Attend PUMBA alumni meet 2020 from V.B.S. Purvanchal University, Jaunpur, UP NSS certificate from V.B.S. Purvanchal University, Jaunpur, UP Attend NSS Seven days camp. Organized three events in college. Participated in a speech competition in college and won first prize. Participated in drama in Alumni V.B.S.P. University

Interests

Singing
Reading poetry

Internship

SamInfratech Pvt. Ltd, 06/03/18 - 07/18/18 (45 Days), HR, Selecting candidates from multiple sources i.e Cold Calling, Recruitment Portals, databases etc., Screening resumes as per the skill sets required., Sharing job Description with Candidates based on their respective job posting., Updation of trackers., Shortlisting the resumes of candidates., Arranging the panels as per interview scheduled., Mailing to candidates regarding interview date, time, venue., Also responsible for Telephonic interview on bulk hiring., Sending call letter, maintaining constant follow-up with the candidates for confirmation of accepting letter., Responsible for Talent Acquisition., Maintaining closure (offer & acceptance) and making appointment letters., Joining and Exit Formalities., Creating the confirmation letter for all the new joiners like offer letter, appointment letter, appraisal letter, Suspension and Termination, etc., Preparing MIS and other documents.

Disclaimer

I hereby declare that the above mentioned information is correct up to my knowledge & I bear the responsibility for the correctness of the above mentioned particulars.

Personal Information

  • Finance
  • HR
  • Father's Name: Haider Ali
  • Mother's Name: Vilkeesh Fatema
  • Date of Birth: 04/20/98
  • Nationality: Indian
  • Marital Status: Unmarried

Timeline

Relationship Manager – Wealth & Trade(deputy manager 1) - ICICI Bank Ltd.
04.2025 - Current
Relationship Banking Manager - ICICI Bank
06.2023 - 03.2023
Senior Sales Executive - Iprocess India Pvt Ltd (ICICI Bank Ltd)
03.2021 - 06.2023
V.B.S.Purvanchal University - M.B.A, HR & Finance
01.2018 - 04.2020
Md Hasan PG College - B.Sc., Biology
Sarvodaya Inter College - Intermediate,
K.D Inter College khetasarai - High School,

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MEHNAZ Relationship Manager Wealth And Trade