Yesh Tibrewala
Sainthia
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional
Overview
1
1
year of professional experience
Work History
Relationship Manager
ICICI Bank
06.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Finance Intern
AGILE CAPITAL SERVICES
02.2023 - 05.2023
- Discussed products and services offered by Agile Capital Services
- Analysed investment preferences of salaried employees
- Generated leads for the company and performed product pitching to the clients.
Education
Post Graduate Program in Management - Finance
ICFAI Business School, Kolkata
06.2024
Bachelor of Commerce (Honours) - Accountancy
The Bhawanipur Education Society College, University of Calcutta
06.2021
Higher Secondary (XII) -
Shree Jain Vidyalaya, Kolkata
03.2018
Secondary (X) -
N L J Shiksha Sadan, Raniganj
04.2016
Skills
- Product Knowledge
- Customer Service
- Portfolio Growth
- Microsoft Excel
- Relationship Management
Languages
English
Hindi
Bengali
Personal Information
Date of Birth: 03/18/01
Awards
- Merit certificate from college for passing graduation by first class, 2021
- Felicitated by the West Bengal Council for outstanding academic performance and achieving a Grade 'A' in the Higher Secondary examination, 2018
- Awarded a Certificate of Dedication for serving in an awareness drive for preventing the spread of COVID-19 as specified by WHO, 2020
Extracurricular Activities
Acknowledged by the 'India Book of Records for setting the record in India under the Skipping category completing 249 skips in under a minute. Certificate of Participation in a Conference on mental health effects due to Covid-19, Harvard Medical School, 2020 Participated in Mad Talk Entrepreneurship Summit, IIM Bengaluru, 2020
Hobbies and Interests
- Watching movies
- Numerology
- Fitness
- Trading
COMPANY VALUATION MACROECONOMIC FACTORS
Stock Market Fundamentals:
-Company valuations based on assets, earnings, growth, and management
-Macroeconomic factors like interest rates, inflation, GDP, and employment
-Supply and demand dynamics of stock trading
-Investor sentiment and market psychology
Technical Analysis:
-Chart patterns for support, resistance, and trend identification
-Indicators like moving averages, RSI, and MACD for momentum and trend signals
-Volume analysis to confirm price movements
-Identifying short, medium, and long-term market trends
Timeline
Relationship Manager
ICICI Bank
06.2024 - Current
Finance Intern
AGILE CAPITAL SERVICES
02.2023 - 05.2023
Post Graduate Program in Management - Finance
ICFAI Business School, Kolkata
Bachelor of Commerce (Honours) - Accountancy
The Bhawanipur Education Society College, University of Calcutta
Higher Secondary (XII) -
Shree Jain Vidyalaya, Kolkata
Secondary (X) -
N L J Shiksha Sadan, Raniganj
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