Anubha Gupta
Toronto
Summary
A results-oriented relationship management professional, bringing valuable experience in nurturing client relationships and driving business growth. Proven track record of fostering collaboration and achieving team goals, ensuring client satisfaction and retention. Known for adaptability and reliability, with keen focus on client engagement and strategic planning.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Priority Relationship Manager
Axis Bank Ltd
04.2023 - 11.2024
- Fostered long-term trust with clients by proactively addressing their needs, resolving issues promptly, and providing transparent communication.
- Actively participated in networking events to expand connections within the local business community.
- Collaborated with team members to achieve shared goals and improve overall branch performance.
- Built strong referral networks through community involvement and professional partnerships, driving new business growth.
- Identified cross-selling opportunities by understanding each client''s unique financial situation and recommending appropriate products or services.
- Developed sales strategies for targeted client segments, resulting in increased revenue and customer satisfaction.
- Conducted comprehensive reviews of client accounts to identify areas for improvement or potential risks.
- Strengthened customer relationships by providing personalized financial advice and solutions.
DM
Axis Bank Ltd
05.2020 - 03.2023
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
AM
Indusind Bank Limited
02.2018 - 04.2020
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
Bank Cashier
ICICI Bank Limited
12.2013 - 07.2016
- Receiving & processing all incoming payments; wire transfers, cheques, bank drafts
- Also handling all cashier related inquiries from walk-in customers
- Offering excellent customer service to the Building societies members
- Daily cash and cheques handling
- Ensuring that the tills balance up at the end of the day
- Arranging and generating appointments for the savings and mortgage advisers
- Working effectively as part of a hardworking and customer driven team
- Processing all incoming payments
- Handling all cashier related inquiries from customers
- Process all inter-company payments
Education
Post-Graduation Diploma Certification - Banking and Operations
Institute of Finance Banking and Insurance
Indore, M.P.01.2013
Graduation - Bachelor in Science
Govt. P.G. College
Sheopur, M.P.01.2012
Sr. Secondary - PCM
Government School for Excellence
Sheopur, M.P.01.2009
High School Certification -
Government School for Excellence
Sheopur, M.P.01.2007
Skills
- Handling cash
- Electronic banking systems
- Accounting software
- Cashiering duties
- Bank products & services
- Bank Reconciliation
- Selling financial products
- Excellent communication skills
- Ability to organize and prioritize
- Good literacy and numeracy skills
- Ability to review and resolve un-allocated payments
- Flexible working hours
- Practical experience of processing and controlling operations
- Effective time management
- Computer literate
- MS Word
- MS Excel
- CRM proficiency
- Portfolio management
- Performance tracking
- Know your customer
- Cross-selling opportunities
- Retirement planning
- Financial planning
Certification
- IRDA SP Certified in Life Insurance, 2017
- AMFI CERTIFIED
- MDRT CERTIFIED
- FINANCIAL MODELING
Languages
English
Hindi
Area Of Expertise
- Handling cash
- Electronic banking systems
- Accounting software
- Cashiering duties
- Bank products & services
- Bank Reconciliation
- Selling financial products
Disclaimer
I hereby declare that the information furnished above is given with full sincerity and honesty and I bear the full responsibility for the correctness of above mentioned information.
Personal Information
- Father's Name: Mr. Ramlakhan Gupta
- Date of Birth: 12/28/90
- Marital Status: Married
Timeline
Priority Relationship Manager
Axis Bank Ltd
04.2023 - 11.2024
DM
Axis Bank Ltd
05.2020 - 03.2023
AM
Indusind Bank Limited
02.2018 - 04.2020
Bank Cashier
ICICI Bank Limited
12.2013 - 07.2016
Graduation - Bachelor in Science
Govt. P.G. College
Sr. Secondary - PCM
Government School for Excellence
High School Certification -
Government School for Excellence
Post-Graduation Diploma Certification - Banking and Operations
Institute of Finance Banking and Insurance
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