SANJANA .

Business Development Executive

New Delhi, Delhi, India3 yrs 7 mos experience
Most Likely To Switch

Key Highlights

  • Expert in managing corporate banking relationships.
  • Proficient in KYC and AML compliance.
  • Strong background in finance and marketing.
Stackforce AI infers this person is a skilled professional in Fintech with a focus on Private Banking and Client Relationship Management.

Contact

Skills

Core Skills

Customer Relationship ManagementSales ManagementPrivate BankingKyc Aml

Other Skills

Analytical SkillsBanking OperationsCommunicationCustomer AcquisitionCustomer Due Diligence (CDD)Customer Relationship Management (CRM)Customer ServiceDue DiligenceForex transactionInvestment queryKYC VerificationLeadershipManagementMicrosoft ExcelPresentations

About

At ICICI Bank, my role as a Relationship Manager harnesses the robust foundation in finance and marketing I built during my PGDM studies at Jagannath International Management School Kalkaji. Our team thrives on fostering strong client relationships and driving growth within the private banking sector through strategic sales management and direct sales initiatives. Cultivating a dynamic environment, we consistently aim to enhance our service offerings by integrating innovative financial solutions. My commitment extends beyond transactions; it's about creating lasting value and contributing to the bank's vision by leveraging my academic knowledge and interpersonal skills for sustained excellence in the competitive banking landscape.

Experience

Icici bank

4 roles

Relationship Manager - Corporate Employee Solution Group

Promoted

Aug 2025Present · 7 mos · On-site

  • Managed end-to-end onboarding of corporate salary account
  • relationships, working with HR, payroll, and finance stakeholders to
  • deliver a seamless employee banking experience while driving product
  • activation and cross-sell.
  • Cultivated strong relationships with corporate clients to enhance
  • satisfaction.
  • Managed a diversified portfolio of client accounts, providing strategic
  • advisory on financial products aligned with clients’ needs and long-term
  • goals.
  • Managed daily operations including scheduling appointments,
  • coordinating meetings and preparing agendas.
  • Maintained accurate records of all client interactions within the
  • company's CRM system.
Customer Relationship Management (CRM)Banking OperationsSales ManagementCustomer AcquisitionCustomer Relationship Management

Service Relationship Manager

Feb 2024Aug 2025 · 1 yr 6 mos · On-site

  • End-to-end Private Banking Operations for High-Net-Worth Clients.
  • Performing day-to-day account administration including vetting
  • documents, safekeeping and maintaining client data.
  • Ensuring smooth daily processing Forex transactions – Inward and
  • Outward remittances for HNI NRI Customers
  • Carrying out periodic KYC reviews of existing customers and onboarding
  • new customers.
  • Collaborating closely with business and other operational departments to
  • support daily processing.
  • Reviewing and enhancing queries post-investments related to Bonds,
  • International Funds, LAD, leverage transactions etc.
Forex transactionKYC AMLCustomer Due Diligence (CDD)Private Banking

Global Private banking RM-India

Jul 2023Feb 2024 · 7 mos · On-site

Business Development Intern

May 2022Jul 2022 · 2 mos · Preet Vihar, Delhi, India · On-site

Ht media ltd

Market Analyst Intern

Jan 2022Apr 2022 · 3 mos · New Delhi, Delhi, India

Educorp consultancy services pvt. ltd.

Business Development Intern

Jun 2020May 2021 · 11 mos · Rohtak, Haryana, India

Education

jagannath International Management school kalkaji

PGDM — Finance and Marketing

Aug 2021Apr 2023

Maharshi Dayanand University

B. COM HONS

Jan 2017Jan 2020

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