Pratik Kumbhar
Mumbai
Summary
Dedicated banking professional with a track record of building trusted client relationships and helping customers achieve their goals. Skilled in portfolio management, tailored financial advice, and seamless coordination with internal teams. Focused on delivering excellent service, and supporting business growth.
Overview
2
2
years of professional experience
Work History
Relationship Manager
ICICI BANK LTD
MUMBAI
03.2023 - Current
- Managing client issues, coordinating with internal teams for smooth service delivery, and ensuring prompt resolution of complaints.
- Developing and implementing strategies for customer retention and growth.
- Acquiring new clients through effective networking and referrals.
- Seeking opportunities to cross-sell and upsell banking products, thus contributing to increased bank revenue.
- Departments Coordinated With:
ICICI GPC (Global Private Clients Group) & Wealth Division | Retail & Corporate Banking | Operations & Digital Banking
Education
B.Com ( Banking & Insurance) - Commerce
University of Mumbai
Mumbai 11-2020
Skills
- Communication and interpersonal skills
- Technical proficiency: Knowledge of banking software, CRM tools, and financial modeling
- Research & Market Awareness: Staying updated on industry developments, competitor offerings, and evolving regulatory landscapes
- Problem-solving: Effective in resolving client complaints and addressing their challenges
Timeline
Relationship Manager
ICICI BANK LTD
03.2023 - Current
B.Com ( Banking & Insurance) - Commerce
University of Mumbai