Ashish Kumar
Etah,India
Summary
Proven Relationship Manager at Deputy Manager 2, excelling in client discovery and tailored advice-based solutions. Skilled in managing wealth and retirement planning, leveraging strong communication and critical thinking to boost client satisfaction by 20%. Adept at building lasting relationships and delivering strategic financial guidance with digital literacy.
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
6
6
years of professional experience
2021
2021
years of post-secondary education
1
1
Certification
Work History
Relationship Manager, Deputy Manager 2
ICICI Bank
Agra
08.2022 - Current
- Fostered strong client relationships through regular communication and personalized service.
- Managed client accounts, ensuring timely responses to inquiries and concerns.
- Developed tailored solutions for clients based on their specific needs and preferences.
- Collaborated with internal teams to enhance service delivery and customer satisfaction.
- Facilitated onboarding processes for new clients, ensuring a smooth transition experience.
- Maintained accurate records of client interactions using CRM software for efficiency.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Maintained accurate records of all client interactions within the company's CRM system.
- Developed strong relationships with clients to enhance customer satisfaction.
- Managed client portfolios to ensure comprehensive financial services delivery.
- Provided expert guidance on banking products and services tailored to clients.
Accounting Clerk
Amara Raja Battery Limited
Etah
03.2020 - 01.2021
- Processed invoices and maintained accurate vendor records.
- Assisted in monthly reconciliations of accounts payable and receivable.
- Managed petty cash transactions and ensured proper documentation.
- Prepared financial reports for management review and analysis.
- Utilized accounting software to track expenses and generate reports.
- Supported audits by providing necessary documentation and information.
- Processed invoices, payments, and statements in a timely manner.
- Processed both outgoing and incoming payments and invoices.
Education
Banking And Relationship Management - PGDB
Manipal Academy of Higher Education
08.2022 - 11.2023
Master of Science - Physics
Paliwal Degree College Shikohabad
Firozabad 05.2019 - 05.2021
Bachelor of Science - Mathematics
Dr. PPY Degree College
Firozabad 04.2015 - 05.2018
SRBB Inter College Aruna Nagar
Etah SRBB Inter College Aruna Nagar
EtahSkills
- Advice - based solutions
- Mutual fund
- Managing wealth
- Retirement planning
- Debt management
- Client discovery
- Critical thinking
- Digital literacy
Languages
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Certification
- IRDA
- ADCA
- CCC
- American institute of English speaking
Timeline
Relationship Manager, Deputy Manager 2
ICICI Bank
08.2022 - Current
Banking And Relationship Management - PGDB
Manipal Academy of Higher Education
08.2022 - 11.2023
Accounting Clerk
Amara Raja Battery Limited
03.2020 - 01.2021
Master of Science - Physics
Paliwal Degree College Shikohabad
05.2019 - 05.2021
Bachelor of Science - Mathematics
Dr. PPY Degree College
04.2015 - 05.2018
SRBB Inter College Aruna Nagar
SRBB Inter College Aruna Nagar