Sonali Ojha
Jajpur, Orissa
Summary
Dynamic banking professional with extensive experience at ICICI Bank, excelling in relationship management and wealth solutions. Proven track record of exceeding sales targets through strategic client engagement. Expertise in KYC compliance and cash handling, coupled with a strong commitment to customer satisfaction and retention.
Overview
3
3
years of professional experience
Work History
Assistant Manager
ICICI Bank
Jajpur
03.2022 - Current
Relationship Manager
June 2021 – December 2024
- Achieved quarterly sales targets through strategic client engagement and product bundling.
- Advised clients on fixed deposits, insurance products, mutual funds, loans, and wealth management strategies.
- Ensured KYC compliance and conducted timely account reviews to maintain high customer satisfaction.
- Collaborated with product and credit teams to enhance service delivery and address client queries
Banking Executive (Cashier Role)
January 2025– Present
- Handled cash transactions, deposits, withdrawals, and cheque clearances with 100% accuracy.
- Balanced daily cash drawer with zero discrepancies.
- Supported branch operations and customer service during peak periods..
Education
Bachelor of Arts -
Utkal University
Chandikhole01-2021
Post Graduate Diploma in Computer Application -
Arya Kalinga Vikash Computers
Chandikhole01-2021
Higher Secondary Certificate( HSC) - Arts
BBM. Auto
Chandikhole01-2018
Senior Secondary School Certificate(SSC) -
Oxford Public School
Chandikhole01-2016
Skills
- Relationship management
- Retail banking operations
- Wealth management and investments
- Financial products knowledge
- Daily cash reconciliation and reporting
- Customer service and retention
- Core banking systems
- KYC compliance and risk management
- Microsoft Office Suite (Excel, Word, Outlook)
Languages
Odiya
First Language
Hindi
Upper Intermediate (B2)
B2
English
Upper Intermediate (B2)
B2
Timeline
Assistant Manager
ICICI Bank
03.2022 - Current
Bachelor of Arts -
Utkal University
Post Graduate Diploma in Computer Application -
Arya Kalinga Vikash Computers
Higher Secondary Certificate( HSC) - Arts
BBM. Auto
Senior Secondary School Certificate(SSC) -
Oxford Public School
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