Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Additional Information
Personal Information
Extracurricular Activities
Job Role
Hobbies and Interests
Internship training
Projects
Languages
Timeline
Generic
Pratyusha Tripathi

Pratyusha Tripathi

New Delhi

Summary

To work in an organization where my skills could be effectively utilized & enhanced to contribute to the success of the organization and nourish my own personality which can be helpful for my career.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Key Relationship Manager

ICICI SECURITIES LTD
10.2014 - 05.2016
  • Developed new business opportunities for increased revenue through strategic networking and targeted outreach.
  • Managed a diverse portfolio of high-value clients, ensuring their financial goals were met with customized solutions.
  • Boosted sales performance by identifying upsell opportunities within existing accounts and presenting appropriate product offerings like De-mat Accounts , Life Insurance , Mutual Funds and other financial solutions
  • Achieved various local and International contest i.e Singapore , Goa and received awards from country head .

KAM-Relationship Manager

INDUSIND BANK LTD
06.2016 - 11.2019
  • Developed and maintained relationships with Existing portfolio customers and acquired new customers for the bank .
  • Managed portfolio of around 300 Ultra HNI Customers of the category a+ branch of Indusind bank .
  • Cross sell of financial solutions and products to the customers and generated revenue as per the customer need .
  • Resolved Service queries of the customers on time .
  • Achieved Pan India top RM Rank in liabilities and awarded by national head .
  • Achieved local contest of insurance i.e Kerala , Goa and received awards from Zonal Head .


NRI – RM

KOTAK MAHINDRA BANK LTD
11.2019 - 03.2022
  • Built and maintained relationships with new and existing NRI clients while providing high level of expertise.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Offering various NRI Products i.e FCNR , Rupee Advantage Plan .
  • Cross Selling of various other financial products like Mutual Funds , Life insurance AIF PMS as per the need of NRI .
  • Achieved Pan India 5th Rank in Life Insurance Revenue Target and awarded by Mr. Manish Khaturia (National Head)
  • Achieved Local Contest and awarded by Zonal head .

Private Banking International Relationship Manager

ICICI Bank
04.2022 - 12.2022
  • Managed high-net-worth NRI clients'' portfolios, optimizing investment strategies for maximized returns.
  • Achieved revenue growth by introducing new banking products tailored specifically for high-net-worth individuals I.e Bonds , Structured products .
  • Strengthened client relationships with regular communication and proactive financial recommendations.
  • Maintained up-to-date knowledge of market trends, enabling proactive portfolio adjustments in response to economic shifts.
  • Conducted detailed financial analyses to identify growth opportunities within clients'' investment portfolios.
  • Servicing Private Banking NRI Customers as per there needs

GIB RM

Yes Bank Ltd
01.2023 - Current
  • Dealing with ultra HNI -NRI Exisitig Customers , Aquitision of New NRI customers.
  • Cross Sell various financial solutions like Insurance , Mutual Funds , AIF PMS .
  • Dealing with Inward outward remittances , FCNR , Forward contract based products for NRI Proposition.
  • Achieved Various Local and International Contest - Karabi , Almaty , Europe and receive awards from Country Head ( Dheeraj Sanghi) .


Education

MBA - International Business Management

Amity International Business School, Noida
Noida
03.2012

Bachelor of Management Studies - Management Science

National P.G. College
Lucknow
04.2009

XII (commerce) -

Emma Thompson school, Lucknow
01.2009

X -

Emma Thompson school, Lucknow
01.2007

Skills

  • MS Excel
  • Business Development
  • Client Services
  • Client Relationships
  • Portfolio Growth
  • Sales proficiency
  • Product Knowledge

Certification

  • NISM (Distributor module v-A) Certified
  • IRDA Certified

Accomplishments


  • Qualified many foreign contest and local contest organized by Yes bank i.e Karabi , Almaty and Europe within the tenure of 14 months .
  • Qualified foreign contest of Singapore and Kazakhstan with IndusInd Bank Ltd.
  • Pan India No. 1 RM in CASA and rewarded by National head in Kotak Mahindra Bank Ltd.
  • Promoted for the Key Relationship Manager in a (2015-2016) financial year.
  • No. 1 Take Off Champ in North Zone (Period Oct 2104 to Dec 2014).

Additional Information

I hope that my aspirations will find a suitable opening to develop a long-term relationship with your organization.


Total Work Experience - 10 years

Personal Information


  • Father's Name: Mr. Prabhat Kumar Tripathi
  • Mother's Name: Mrs. Mamta Tripathi
  • Date of Birth: 09/11/90

Extracurricular Activities

Student Co-coordinator in IBSCON’2013 and EXPO BIZ Competition. Participated in HR Summit and Corporate Meet’12 at AIBS, Noida. Part of winning TABLE –TENNIS AND BASKET-BALL team of inter-class competition in school

Job Role

  • Responsible for achieving the revenue Target in all segments and ensuring the completion of my goal sheet.
  • Handing the NRI Accounts and New Customer Acquisition of NRI, CASA, 3 in 1 De-mat and Trading account.
  • To service clients both new and mapped.
  • Financial Planning of mapped clients.
  • Handling the Compliance issues and customer grievances.
  • Cross Selling Life insurance, Mutual Funds, FD and other third party Financial Products.
  • Handling all the Issues of Remittances both Inward and Outward.
  • Dealing with 360 mapped customers at present along with AUM of 500 Cr. and selling bond, AIF, PMS

Hobbies and Interests

  • Playing Badminton
  • Socialising
  • Listening to Music & Sudoku
  • Surfing Net
  • Reading books
  • Cooking
  • Dancing

Internship training

  • Summer Internship, Axis Bank, 06/01/11 - 07/03/11, Auditing
  • Summer Internship, BHARAT HEAVY ELECTRICALS LTD. (PS-NR), 06/01/13 - 07/10/13, SALARIES DEPT. (PAYROLL)

Projects


  • Dissertation - "Monetary policy and stock market boom."
  • Term Paper - "Contingency model of FDI location decision". Prepared a Term Paper on "FAST FOODS" learning about its Marketing, financial, operational and HR strategies.
  • A Research Paper presentation on the topic "A WHITE COLLAR CRIME" in IBSCON’13 (International Business conference, 2013) held in AMITY UNIVERSITY, NOIDA.
  • Project on consumer perception towards McDonald's.
  • Study on "Textile Sector of India" Study on "Culture of Brazil" Drawn out a business plan for Coffee Museum in India.
  • Worked on the project "COMPARISON ANALYSIS OF TWO COMPANIES BASED ON THEIR BALANCE SHEET" with focus on the cash flow statement and various other aspects.

Languages

French
Beginner (A1)
English
Advanced (C1)

Timeline

GIB RM

Yes Bank Ltd
01.2023 - Current

Private Banking International Relationship Manager

ICICI Bank
04.2022 - 12.2022

NRI – RM

KOTAK MAHINDRA BANK LTD
11.2019 - 03.2022

KAM-Relationship Manager

INDUSIND BANK LTD
06.2016 - 11.2019

Key Relationship Manager

ICICI SECURITIES LTD
10.2014 - 05.2016

MBA - International Business Management

Amity International Business School, Noida

Bachelor of Management Studies - Management Science

National P.G. College

XII (commerce) -

Emma Thompson school, Lucknow

X -

Emma Thompson school, Lucknow
Pratyusha Tripathi