Yash Bhattar
Mumbai,MH
Summary
Accomplished Relationship Manager with a proven track record at ICICI Bank, leveraging expertise in business development and strategic planning to drive revenue growth. Skilled in data analytics and team leadership, adept at delivering tailored financial solutions and enhancing client relationships. Demonstrated success in navigating complex compliance requirements and fostering interdepartmental collaboration for optimal service delivery.
Overview
6
6
years of professional experience
Work History
Relationship Manager
ICICI Bank
05.2022 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Developed strategic plans for day-to-day financial operations.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Preparation of CMA and structuring and writing Credit Proposals (Credit Notes) for working capital financing through business analysis and industry analysis
- presenting the cases to various committee for approval and tracking various post sanction compliances.
- Involved in Pre-sanction and Post sanction Documentation and in coordination with control groups such as Legal, Credit middle office, Risk, Compliance and planning to ensure timely disbursement
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Coordinated efforts between various departments such as sales, credit assessment, legal team, transaction team and operations teams for smooth delivery of services to clients.
Articleship Trainee
Anshul Mundra & Asso.
01.2020 - 12.2021
- Assisted in streamlining accounting processes through effective use of software tools and technology.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures.
- Performed various administrative tasks such as filing documents or managing correspondence efficiently as needed.
Articleship Trainee
Mahajan & Aibara
06.2018 - 11.2019
- Reduced errors in data entry by implementing thorough verification processes for accurate recordkeeping.
- Maintained confidentiality of sensitive information while handling client accounts, adhering to strict ethical standards at all times.
- Optimized workflow efficiency by organizing files and documents electronically for easy access during audits or assessments.
- Contributed to firm''s growth by assisting in the acquisition of new clients through networking events or referrals from satisfied customers.
- Prepared informative presentations on audit findings for clients'' review, facilitating communication between both parties effectively.
- Prepared working papers, reports and supporting documentation for audit findings.
Education
Chartered Accountant (CA) - Auditing
Institute of Chartered Accountant
India12.2021
Bachelor of Commerce - Accounting And Finance
Ghanshyamdas Saraf College of Arts & Commerce
Mumbai10.2020
Junior College - Junior College
Durgadevi Saraf College of Arts & Commerce
Mumbai05.2017
SSC - SSC
J.H Poddar High School
Bhayandar (West)05.2015
Skills
- Team Leadership
- Decision-Making
- Business Development
- Strategic Planning
- Data Analytics
Languages
English
Hindi
Marathi
Marwari
Gujarati
Timeline
Relationship Manager
ICICI Bank
05.2022 - Current
Articleship Trainee
Anshul Mundra & Asso.
01.2020 - 12.2021
Articleship Trainee
Mahajan & Aibara
06.2018 - 11.2019
Chartered Accountant (CA) - Auditing
Institute of Chartered Accountant
Bachelor of Commerce - Accounting And Finance
Ghanshyamdas Saraf College of Arts & Commerce
Junior College - Junior College
Durgadevi Saraf College of Arts & Commerce
SSC - SSC
J.H Poddar High School
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