Shristi Khatri
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Deputy Manager (Corporate Banking)
ICICI Bank Ltd
Lucknow India
01.2023 - Current
- Focus on acquiring new high-value Current Account customers, building relationships through personalized financial solutions, cross-selling various banking products, and ensuring exceptional customer service.
- Responsibilities also include portfolio management of corporate clients, revenue target achievement, and staying updated on industry trends.
- Product Penetration - Understand customers business profile / requirements and fulfil needs via products / services such as Working Capital, Trade Finance, Cash Management Services, POS Machines / Payment gateway solutions, Business Loan, Life / General Insurance etc.
- Provide trade finance, commodity based finance cash management services as per the working capital cycle of the company.
Assistant Manager (Corporate Banking)
Bandhan Bank Ltd
Lucknow India
05.2021 - 01.2023
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
- Acquired the high value current account relationships from within the group.
- Provide trade finance, commodity based finance cash management services as per the working capital cycle of the company.
- Explore opportunities and recommend strategies for cross selling of products and services based on thorough understanding of the range of corporate banking products and services, and various client analysis.
Sales Officer (Corporate Banking)
HDFC Bank Ltd
Lucknow India
12.2018 - 05.2021
- Responsible for managed current account value growth.
- Boosted sales performance by identifying and targeting high-potential leads.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Sourced current accounts and dealed in various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, etc.
Education
B. Voc (Banking and Finance) -
National PG College Lucknow
05.2018
Senior Secondary -
Guru Nanak Public School Faizabad
05.2015
Higher Secondary -
Guru Nanak Public School Faizabad
05.2013
Skills
- Analytical Skills
- Goal-oriented
- Team Management
- Customer Service-Oriented
- Work Planning and Prioritization
Accomplishments
- Awarded with star of the month in Oct, 2023 in MIB terms.
- Recognised for max. disbursement of working capital in 2023-2024.
Certification
IRDA Certified
NISM Certified
Advance Diploma in Computer Application
PERSONAL DOSSIER
- Location - Lucknow, India
Timeline
Deputy Manager (Corporate Banking)
ICICI Bank Ltd
01.2023 - Current
Assistant Manager (Corporate Banking)
Bandhan Bank Ltd
05.2021 - 01.2023
Sales Officer (Corporate Banking)
HDFC Bank Ltd
12.2018 - 05.2021
B. Voc (Banking and Finance) -
National PG College Lucknow
Senior Secondary -
Guru Nanak Public School Faizabad
Higher Secondary -
Guru Nanak Public School Faizabad