SHONAM JOSHI
BENGALURU
Summary
Dynamic Relationship Manager with a proven track record at ICICI BANK, excelling in client acquisition and wealth management portfolios. Expert in enhancing business relationships and financial planning, achieving significant new business generation. Skilled in navigating complex financial transactions and customer service, demonstrating exceptional relationship building and management capabilities.
Overview
5
5
years of professional experience
Work History
Relationship Manager
ICICI BANK
GUWAHATI
04.2024 - 08.2024
- Managing client with multiple domain
- verification of financial transactions
- Demographics update -mobile number, pan update etc.
- KYC Updation, NRI TO RI conversion.
Relationship Manager, Mortgage
ICICI BANK
KOLKATA
12.2022 - 04.2024
- Property valuation
- Team handling
- clearance of legal queries and property assessments
- Processing of registration and disbursement process.
Customer Service Representative
ICICI BANK
GUWAHATI
07.2019 - 05.2022
- Handling customer Escalation
- Reporting to concerned team
- Resolving transaction disputes
- Reporting fraud
Education
High School Diploma -
ICICI MANIPAL ACADEMY OF HIGHER EDUCATION
BENGALURU05-2022
Finance
GAUHATI UNIVERSITY
GUWAHATI01-2018
COMMERCE -
KENDRIYA VIDYALAYA MALIGAON
GUWAHATI01-2015
Skills
- Client acquisition
- New business generation
- Business relationship cultivation
- Wealth management portfolios
- Relationship building and management
- Financial planning processes
Accomplishments
- 8/24, 10:41 PM 936726b6-ea83-4ed2-b79d-6c1976fdb16e.jpeg https://mail.google.com/mail/u/0/#inbox/FMfcgzQVzXcBnLXTQkDjTWwgVtSPzWZB?projector=1 1/1
Timeline
Relationship Manager
ICICI BANK
04.2024 - 08.2024
Relationship Manager, Mortgage
ICICI BANK
12.2022 - 04.2024
Customer Service Representative
ICICI BANK
07.2019 - 05.2022
High School Diploma -
ICICI MANIPAL ACADEMY OF HIGHER EDUCATION
Finance
GAUHATI UNIVERSITY
COMMERCE -
KENDRIYA VIDYALAYA MALIGAON
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