Priyadarshini Mathi
MUMBAI
Summary
Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
NRI Relationship Manager
ICICI Bank Ltd
01.2024 - 02.2025
- Managing NRI portfolios, offering tailored financial advice and providing exceptional customer service
- Skilled in Need Analysis, Investments, Banking & Customer Satisfaction
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Customer Support Executive
ICICI Bank Ltd
07.2021 - 09.2023
- Managing inbound calls for demat and trading account for RI & NRI Clients with queries, and providing prompt resolutions to enhance customer satisfaction
- Advanced to escalation management due to exceptional performance in resolving issues
- Played a key role in training newly hired employees, providing them with comprehensive product knowledge, process guidance and customer service strategies
Education
Post Graduate Diploma - Banking
ICICI Manipal Academy
BANGLORE12-2024
Bachelor's Degree - Banking & Insurance
THE S.I.A COLLEGE OF HIGHER EDUCATION
MUMBAI01.2021
Jr. College - Commerce
ABHINAV VIDYALAYA AND JR. COLLEGE
MUMBAI01.2018
Secondary Education (10th Grade) -
St. Mary's English School
01.2016
Skills
- Customer relationship management
- Financial advising
- Customer portfolio management
- Risk management
- Problem solving
- Investment strategies
- Financial analysis
Certification
- NISM-SERIES-VII SECURITIES OPERATION AND RISK MANAGEMENT CERTIFICATION, 10/01/22
- NISM-SERIES-V-A MUTUAL FUND DISTRIBUTORS CERTIFICATION, 10/01/23
Personal Information
- Gender: Female
- Nationality: INDIAN
Languages
Tamil
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Timeline
NRI Relationship Manager
ICICI Bank Ltd
01.2024 - 02.2025
Customer Support Executive
ICICI Bank Ltd
07.2021 - 09.2023
Post Graduate Diploma - Banking
ICICI Manipal Academy
Bachelor's Degree - Banking & Insurance
THE S.I.A COLLEGE OF HIGHER EDUCATION
Jr. College - Commerce
ABHINAV VIDYALAYA AND JR. COLLEGE
Secondary Education (10th Grade) -
St. Mary's English School
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