Shruti Bakshi
Ahmedabad
Summary
BANKER Started job as a Corporate Banker with ICICI Bank. Always had a dream to do 360 work in the organization at which I work .I am always eager to upgrade myself. If given a chance to join your organization I ensure to give my 100% for achieving organizational objectives.
Overview
3
3
years of professional experience
Work History
Relationship Manager
YES BANK
Ahmedabad
07.2023 - 02.2024
- Worked as a Portfolio Relationship Manager of clients having topline of - 25 cr to 250 cr
- Engaged in process from Documentation, Analysing Financials, Preparation of CAM till login and Disbursement
- My Portfolio consists of client's with Working Capital Limits and Channel Finance Limits of anchors such as RR Kabel, SAIL, Daikin etc.
Relationship Manager
Kotak Mahindra Bank
Ahmedabad
02.2023 - 06.2023
- New Customer Acquisition for contribution of incremental growth of assets and profitability through limit utilization
- Co-ordination and follow-up with customers and Internal Operations Team for resolution of client queries as well as further requirements of any pendency until completion of given task
- Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities, and challenges
- Developed strategies to attract new customers while retaining existing ones.
Corporate Relationship Manager
ICICI Bank
Ahmedabad
09.2020 - 02.2023
- Engaged in handling the portfolio of customer having topline of Inr 750.00 cr
- And above
- New Customer Acquisition for contribution of incremental growth of assets and profitability through limit utilization
- MIS Preparation of entire Gujarat Region for LCG customers for tracking utilization of limits, portfolio status, limit exposure and Pending Compliances
- Co-ordination and follow-up with customers and Internal Operations Team for resolution of client queries as well as further requirements of any pendency until completion of given task
- Preparation of Power Point Presentation for Corporate meeting as well as to discuss with seniors for fast conversion of leads.
Education
Post Graduate Diploma - Banking
Manipal University
01.2020
B.Com Hons -
Mata Gujari College
01.2018
Skills
- MS Excel
- MS Word
- Power Point
- Analysis of Data
Languages
- English
- Hindi
Timeline
Relationship Manager
YES BANK
07.2023 - 02.2024
Relationship Manager
Kotak Mahindra Bank
02.2023 - 06.2023
Corporate Relationship Manager
ICICI Bank
09.2020 - 02.2023
Post Graduate Diploma - Banking
Manipal University
B.Com Hons -
Mata Gujari College
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