Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Affiliations
Timeline
Generic

SHUBHANGI AISHWARYA

Patna

Summary

To specialize in providing personalized financial solutions to high net- worth individuals. And to seek leverage my expertise in financial analysis, risk management and customer service to contribute effectively to a dynamic banking institution.

Overview

5
5
years of professional experience

Work History

Burgundy Relationship Manager

Axis Bank Ltd
05.2024 - Current
  • As a dedicated Burgundy RM I Wealth Management Banker, I take care of a portfolio size of almost Rs.150 CR specializing in providing a personalized financial solution to high- net- worth individuals
  • Also, offer comprehensive wealth management services, including investment strategies, estate planning and risk management

Premium Service Relationship Manager

Axis Bank Ltd
01.2020 - 04.2024
  • · Had as an Assistant Manager (January 2020) promoted to Deputy Manager in( May 2022) and promoted to Manager (May 2024).

Education

PGD - Banking Management

Times Pro
Patna
12.2019

Post Graduation - Economics

St. Xavier College
Ranchi
06.2019

Under Graduation - Economics

Sophia College For Women
Mumbai
05.2017

Higher Secondary School -

Gopi Birla Memorial School
Mumbai
05.2014

Secondary School Certificate -

Queen Mary School
Mumbai
05.2012

Primary School -

Loreto Convent
Lucknow

Skills

  • Product Recommendations
  • New Business Development
  • Account Management
  • Issue Resolution
  • Relationship review process
  • De-Escalation Techniques
  • Customer Relationships
  • Service assistance
  • Qualifying Customers
  • Client acquisition
  • Effective customer communication
  • Referral Screening
  • Excellent Communication

Languages

  • English
  • Hindi
  • Marathi

Accomplishments

    • Secured the First Position in the Quiz, Technathon, 2016 and 2017.

    • Secured the Second Position in the Debate, Technathon, 2016.

    • Secured the Third Position in the Inter School Debate Competiton, 2011.

    • Elected as a School Office Bearer, 2011-2012.

    • Stood First in the Inter School Handwriting Competition, Nrityanjali.

Affiliations

• Participated in ‘ Ananya’ Debate/ Paper Presentation on ECGC February, 2017.

• Participated in the National Conference on ‘Multi-culturalism: A Celebration of Diversity’, January 2017.

• Participated in Public Speaking ArthaShastra an inter collegiate fest, chaired by Dr. Arvind Subramanian, Sophia College, Mumbai, December, 2016.

• Participated in the debate on Demonetisation, hosted by NDTV, Sophia College, Mumbai, November, 2016.

• Participated in the National Conference on ‘Indian Armed Forces and Conflict: Political and Psychological Dimensions’, October 2016.

• Participated in ‘Leprosy Elimination Action Programme’ July 2016.

• Worked as Public Relations Coordinator in intercollegiate fest, Kaleidoscope, September 2016, 2015, 2014.

• Participated in Conclave Malhar: A Chronicle, an inter college fest, chaired by Dr. Raghu Ram Rajan, August2015.

• Participated in the National Conference on ‘Future of Economics’ chaired by the ex. Honorable Vice President, Mohammad Hamid Ansari, October, 2014.

Timeline

Burgundy Relationship Manager

Axis Bank Ltd
05.2024 - Current

Premium Service Relationship Manager

Axis Bank Ltd
01.2020 - 04.2024

PGD - Banking Management

Times Pro

Post Graduation - Economics

St. Xavier College

Under Graduation - Economics

Sophia College For Women

Higher Secondary School -

Gopi Birla Memorial School

Secondary School Certificate -

Queen Mary School

Primary School -

Loreto Convent

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SHUBHANGI AISHWARYA