Travelling, social work, Movies
Prerna Mishra
Banker
Bangalore,Karanataka
Summary
Banking experience of 7+ year in Financial Service Industry. Possess a Knowledge of Financial Products , Market Trends. Excel in client relations and Financial analysis. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Develops and implements financial plans and delivers strategic financial advice.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Relationship Manager - Venture Capital
ICICI Bank
Bangalore
10.2021 - Current
- Managed banking relationship for prominent Venture Capital funds across South India region.
- Explored Gift City Opportunity for Venture Capitals and Their50-70 Investee Companies
- Worked with VCs legal partner in process of documentation require for SEBI Registration and IFSCA Certificate in GIFT City
- Financial Analysis of more than 20 companies for Lending Opportunities.
- Assisted funds at all stages such as investment advisory, custodial & forex services, treasury management and evaluating exit opportunities.
- Helped Partners with their Personal Banking/Private Banking opportunities
Senior Relationship Manager
ICICI Bank
Gurgaon
01.2019 - 01.2021
- Team handling of 5-7 Relationship Managers and hand them in proper manner
- Providing solution to customer’s problem and Monitoring service related queries of customer and providing them with apt resolution on real time basis
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Developed strategic plans for day-to-day financial operations.
Relationship Manager
ICICI Bank
Gurgaon
08.2017 - 08.2019
- Worked as Relationship manager and managed 200 Set of Customers in Retail Segment.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Increased Sales by 70% in Portfolio Book.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Loan Desk Officer
ICICI Bank
Gurgaon
05.2015 - 08.2017
- Providing Customer service Solution across all asset products including Home Loan, Auto Loan, Personal Loan
- Identify Client needs and provide Recommendation regarding right loan product while catering to Possible risk in loan procedure
- Oversaw 70-80 loans per month on average, and assured accuracy of loan processing function.
- Approved and deny clients Loan application after inspecting status of applicants.
Education
PGDM (Marketing and HR) Full time -
Jaipuria Institute of Management
Noida 05.2013 - 04.2015
Graduation in B.B.M -
Anugraha Narayana College
Patna 06.2010 - 03.2013
12th (Science- Maths) -
K.V.S College
Skills
Planning and organizational skills, as well as good written and verbal communication skillsundefined
Accomplishments
- Won all PAN India Contest
- Awarded by the zonal head / regional heads at zonal and regional contest
- Worked as a Team Lead and got the promotion for my Subordinates as a role as well as grade promotion
- Helped In the branch operations and worked simultaneously for the audit rating
Additional Information - Strengths
- Keen learner with constant zest to acquire new knowledge.
- Self-motivated
- Deterministic.
- Confident & energetic to execute multi-task assignments.
Interests
Timeline
Relationship Manager - Venture Capital
ICICI Bank
10.2021 - Current
Senior Relationship Manager
ICICI Bank
01.2019 - 01.2021
Relationship Manager
ICICI Bank
08.2017 - 08.2019
Loan Desk Officer
ICICI Bank
05.2015 - 08.2017
PGDM (Marketing and HR) Full time -
Jaipuria Institute of Management
05.2013 - 04.2015
Graduation in B.B.M -
Anugraha Narayana College
06.2010 - 03.2013
12th (Science- Maths) -
K.V.S College
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