Shivangi Singh
New Delhi
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Versatile professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
Overview
1
1
year of professional experience
Work History
Relationship Manager
ICICI BANK LTD
New Delhi
12.2023 - Current
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- conducting daily financial transaction and managing internal operations task.
- Analysed client financial statements to offer tailored advice and products.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Completed month-end and year-endclosings, kept records audit-ready and monitored timely recording of accounting transactions.
- Ensured compliance with regulatory standards and company policies in all client interactions.
Education
Post Graduate Diploma in Banking & Finance - Banking And Finance
Manipal Academy of Higher Education
Bangalore 09-2024
Bachelor of Commerce - Accounting And Finance
University Of Delhi
New Delhi11-2020
Skills
cash handling
- Service assistance
- Wealth management portfolios
- Wealth management offerings
- Effective customer communication
- Financial planning processes
- Financial advising
- Excellent communication
- Account set up
- Financial services
- Deadline management
- CRM tracking
- Financial acumen
- Time management
- CRM proficiency
Languages
English
Upper Intermediate
B2
Timeline
Relationship Manager
ICICI BANK LTD
12.2023 - Current
Post Graduate Diploma in Banking & Finance - Banking And Finance
Manipal Academy of Higher Education
Bachelor of Commerce - Accounting And Finance
University Of Delhi