Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Nikhil Bhagra

Ludhiana

Summary

Customer focused professional offering successful sales experience with established expertise in managing and building long-term relationships with individual and corporate clients.

Analytical and result driven personal banker, adept at monitoring customer accounts of information and recommend bank services and solutions to meet their various needs.

Looking to take the next career step and take on more challenging roles

Overview

6
6
years of professional experience

Work History

Wealth Relationship Manager

ICICI Bank Ltd
Ludhiana
12.2023 - Current
  • Managing the portfolio of Wealth (HNI) clients of the branch providing them solutions of their all financial requirements.
  • Managing the trade desk of the branch in respect of Exports and Imports of the clients by giving them the facility to book their deals under on roof as per their satisfaction.
  • Analyzed current market trends and suggested potential investments accordingly.
  • Conducted detailed analysis of client portfolios to identify opportunities for improvement.
  • Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
  • Ensured compliance with all applicable industry regulations and internal procedures.

Customer Service Officer

ICICI Bank Ltd
Ludhiana
11.2018 - 12.2023
  • Taking care of front desk as well teller desk of the branch
  • Maintained accurate records of customer interactions and transactions.
  • Provided customer service in a courteous and professional manner.
  • Resolved customer issues in an efficient and timely manner.
  • Trained new employees on company policies related to customer service practices.
  • Provided excellent customer service by responding to inquiries in a timely and efficient manner.

Education

Master of Arts - Economics

Himachal Pradesh University
Shimla, Himachal Pradesh, India
07-2018

Bachelor of Arts - Economics

Himachal Pradesh University
Shimla, Himachal Pradesh, India
07-2016

Skills

  • Service Recommendations
  • Cross Selling
  • Probing and Need creating
  • Database Management
  • Records Maintenance
  • Information Protection
  • Complaint Handling
  • Banking Softwares

Languages

Hindi
First Language
English
Proficient (C2)
C2
Urdu
Proficient (C2)
C2

Timeline

Wealth Relationship Manager

ICICI Bank Ltd
12.2023 - Current

Customer Service Officer

ICICI Bank Ltd
11.2018 - 12.2023

Master of Arts - Economics

Himachal Pradesh University

Bachelor of Arts - Economics

Himachal Pradesh University

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Nikhil Bhagra