Ankit Jaiswal

Determined and responsible service relationship manager with more than 4 years of success boosting efficiency and streamlining procedures for wealth and private banking group. Focused on smoothly overseeing financial, personnel and operational facets. Effectively balance targets with resources and optimize long-term success.

Key Skills

Effective & Efficient
Customer Experience Management
Flexibility
Competent & Diligent

Professional Experience

Dec 2019
Present
Service Relationship Manager
HDFC Bank (Private Banking Group) New Delhi, IN
Service Relationship Manager for HNI & Ultra HNI clients.
Support Relationship Managers and help in broadening Client Coverage of their mapped base.
Contact customers mapped to these Relationship Managers and enhance relationships to achieve higher balance deepening and product penetration.
Profiling of Mapped customers to attain complete knowledge of the base in terms of family, demographics & customer lifestyle and also product relationships with other banks.
Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
Maintaining and updating accurate client information; taking ownership of client service requests and enquiries.
Primary point of contact and trusted advisor to the client and, over time, retain and enhance this relationship, driving the relationship profitability and client satisfaction.
Mar 2016
Jan 2020
Service Relationship Manager
ICICI Bank ( Wealth Management) New Delhi, IN
Single point of contact for all banking and investment needs, provide quicker responses and end-to-end solutions.
To ensure that customer should get priority service and quick solutions, making banking experience smoother and 
more convenient.
Responsible for overall operations and management of the branch.
Processing of financial transaction and service requests on priority basis according to bank policies and procedures.
Respond to customer inquiries, providing information on bank accounts, policies, products and priority processing of 
all service requests.
Assessed needs of customers, suggesting products and services accordingly.
Working with Relationship Managers to enhance the service offered and improve revenue generation.

Education

Jul 2015
Mar 2016
Post Graduate Diploma in Banking in Manipal University
Jun 2013
Jun 2015
Master of Commerce in Uday Pratap Autonomous College
Jun 2010
May 2013
Bachelor of Commerce in Uday Pratap Autonomous College
Mar 2005
May 2009
X & XII in Hermann Gmeiner School

Certifications

Diploma in Financial Accounting
Oxford Academy

Achievements

2018
Award of Excellence
Award of Excellence for outstanding contribution in CASA-ICICI Bank.

Languages

Hindi
(Native)
English
(Fluent)

Get in touch with Ankit