Pratishtha Arora
Relationship Manager
Agra
Summary
Client-focused Relationship Manager with 4+ years of experience in the Business Banking Group, managing BBG portfolios, driving loan disbursals, and optimizing client onboarding processes. Proven ability to identify product gaps, analyse user feedback, and collaborate with cross-functional teams to improve customer experience.
Overview
6
6
years of professional experience
1
1
Language
Work History
Relationship Manager
ICICIBANK
10.2020 - Current
- Research Evaluate a customer credit worthiness
- Built and maintained relationships with new and existing customer while providing servicing of Renewals
- Maintained portfolio and acquisition of Clients
- Handling compliances, Early warning signs, other triggers.
- Reviewed new opportunities to drive business strategy at planning sessions.
- Coordinate with internal department such as legal, valuation , Technical, Credit and disbursement team.
- Learn new applications work style like ICOS, Eazy Sign ETC and create awareness to customer also.
- Continuous monitoring of book portfolio, New products and polices for brush-up my skills.
Digital Product Manager
HDFC Bank
05.2019 - 07.2019
- Project title is digitalization establish a digital footprint
- Delivered high-quality digital products on time to customer as per customer requirements
- Bring deep knowledge of digitalization internet banking, online Accounts ETC online feature of different product.
- Maintaining a relationship with various channel partners.
- Played a key role in the successful launch of numerous digital products through meticulous attention to detail in the tagging process.
Education
Post Graduate Diploma - Data Analytics
IIT Kanpur
Kanpur Online09.2024
PGDM - Human Resources Development And Marketing
IIM Fostiima Business School
Delhi03.2020
B.com - Financial Analysis
Dr. Bhim Rao Ambedkar University
Agra04.2017
Skills
Financial Analytical skills
Underwriting technique
Portfolio Management
Customer profitability analysis
Data Base Management
Research and due diligence
Accomplishments
- operational efficiency with increasing client satisfaction
- worked with Product & Tech team with them using digital loan tools
- Partner with underwriting , legal, and operational team to align changes in product with compliances ETC
- Built and maintained long term relationship with businessman customers.
- Gain Knowledge of Financial montoring with help of different data dashboards.
Timeline
Relationship Manager
ICICIBANK
10.2020 - Current
Digital Product Manager
HDFC Bank
05.2019 - 07.2019
Post Graduate Diploma - Data Analytics
IIT Kanpur
PGDM - Human Resources Development And Marketing
IIM Fostiima Business School
B.com - Financial Analysis
Dr. Bhim Rao Ambedkar University