Nikita Panwar
Indore
Summary
Accomplished Relationship Manager with a proven track record at ICICI Bank, adept in problem-solving and teamwork. Excelled in enhancing customer wealth management, achieving significant improvements in Products per Customer (P2C). Skilled in Tally and customer service, managed a portfolio of 2500 high-net-worth clients, demonstrating exceptional time management and financial advisory prowess. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI Bank
Mumbai
08.2022 - Current
- Engaging with high-value customers and offering 360-degree banking solutions.
- Developing and expanding the ICICI customer base
- Managed a portfolio of 2500 high-net-worth clients, providing personalized wealth management solutions and financial advisory services.
- Advised clients on wealth management strategies, retirement planning, estate planning, and investment opportunities.
- Lead efforts to increase Products per Customer (P2C) through strategic initiatives and client relationship management.
- Track and report on key performance indicators (KPIs) related to P2C, demonstrating measurable improvements over time
Education
MBA - Finance And IT
SAGE UNIVERSITY
Indore, MP06-2022
BBA - Finance
SHRI CLOTH MARKET INST.OF PROF STUSIES
Indore, MP06-2019
High School Diploma -
Shri Guru Ram Chandra Jha Public School
Indore, MP05-2016
Skills
Soft skill
- Leadership
- Banking
- Relationship Building
- Sales Reporting
- Client Engagement
Hard SKILL
- Excell
- Tally
Certification
- Feb 2017-:TALLY ACCOUTING
- May 2018-:IT SMART PLUS
- Nov 2021-:FINANCIAL ADVICER
- May 2023-:ASSOCIATION OF Mutual Funds in India
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Relationship Manager
ICICI Bank
08.2022 - Current
MBA - Finance And IT
SAGE UNIVERSITY
BBA - Finance
SHRI CLOTH MARKET INST.OF PROF STUSIES
High School Diploma -
Shri Guru Ram Chandra Jha Public School
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