Summary
Overview
Work History
Education
Skills
Disclaimer
Languages
Personal Information
Timeline
Generic

SUBHAM SAXENA

New Delhi

Summary

Dynamic Relationship Manager with a proven track record at ICICI Bank, excelling in client engagement and satisfaction. Leveraged strong analytical skills to drive business growth initiatives and mitigate risks. Known for effective communication and delivering quality results in fast-paced environments, consistently enhancing client relationships and operational efficiency.

Overview

9
9
years of professional experience

Work History

Relationship Manager

ICICI BANK LTD
12.2023 - Current
  • Managed daily operations, including appointment scheduling, meeting coordination, and agenda preparation.
  • Resolved escalated customer issues efficiently within established timelines.
  • Established strong client relationships through personalized communication and regular engagement.
  • Monitored client satisfaction with surveys, implementing improvements based on feedback results.
  • Analyzed competitors and market trends to drive business growth initiatives.
  • Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
  • Prepared detailed reports on client account status and growth opportunities for senior management.
  • Built financial models to forecast cash needs and support capital budgeting decisions.

Accountant

Muthoot finance ltd
09.2019 - 12.2023
  • Manage Sales Customer Relationship Management (CRM) & Coordinate with the Processing team.
  • Coordinates information flow and feedback management for maximizing customer satisfaction.
  • Ensures timely updated preparation and submission of MIS of high quality standard to the seniors.
  • Respond to queries from senior group level management as appropriate Leadership & Teamwork.
  • Financial Statements Analysis, and External Reporting.
  • Updating issues on daily basis. To Submit month end and daily reports.
  • Preparing purchase order for branch and sanctioning bills

Summer Intern (Finance)

Taxspanner.com
06.2018 - 08.2018
  • Performed generalist functions such as consultant under the guidance of the CA.
  • Assisted the management in preparing return filing.
  • Collecting the documents from customers & giving the knowledge about the return filing and its benefits.

Summer Intern (banking)

HDFC Bank
06.2016 - 08.2016
  • Solve the problem of customers and give them knowledge of new products.
  • Prepare the documents of new accounts and handle the helpdesk.

Education

MBA - Finance & Marketing

Guru gobind singh Indraprastha University
01.2021

Bachelor of Business Administration -

Guru gobind singh Indraprastha University
01.2017

HSC -

The Pine Crest School
01.2014

Skills

  • Computer knowledge (Microsoft Word, Excel, PowerPoint)
  • Effective communication
  • Ability to work in a fast-paced environment
  • Quick grasping of new concepts
  • Rapid delivery on complex assignments
  • Independent work handling
  • Quality deliverables
  • Consistent performance

Disclaimer

I hereby declare that the above information is correct to the best of my knowledge and belief. I have not suppressed any material or factual information in the above statement.

Languages

  • English
  • Hindi

Personal Information

  • Father's Name: Mr. Praveen Saxena
  • Date of Birth: 08/07/95
  • Marital Status: Single

Timeline

Relationship Manager

ICICI BANK LTD
12.2023 - Current

Accountant

Muthoot finance ltd
09.2019 - 12.2023

Summer Intern (Finance)

Taxspanner.com
06.2018 - 08.2018

Summer Intern (banking)

HDFC Bank
06.2016 - 08.2016

MBA - Finance & Marketing

Guru gobind singh Indraprastha University

Bachelor of Business Administration -

Guru gobind singh Indraprastha University

HSC -

The Pine Crest School

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SUBHAM SAXENA