Rashi Garg

Business Development Executive

Gurugram, Haryana, India2 yrs 3 mos experience

Key Highlights

Proven expertise in relationship management and financial advisory.
Strong track record in driving business growth through strategic initiatives.
Recognized for effective client onboarding and conflict resolution.

Stackforce AI infers this person is a skilled professional in Fintech with a focus on relationship management and portfolio growth.

Contact

Skills

Core Skills

Relationship ManagementBusiness GrowthClient AcquisitionCredit AssessmentPortfolio ManagementStrategic Acquisition

Other Skills

CommunicationBusiness Relationship ManagementCredit AnalysisBankingCustomer Relationship Management (CRM)Education MarketingRelation ManagementMarketing EducationCustomer SuccessBusiness Portfolio ManagementClient RelationsNew Client AcquisitionsClient Onboarding100% FinancingAccount Management

About

Experienced Manager with over 2 years in relationship and portfolio management across leading BFSI organizations, including Axis Bank and Dealplexus. Possesses a strong track record of driving business growth through robust B2B and B2C strategies, onboarding clients, and delivering tailored solutions in financial services, supply chain finance, banking, and investments. Adept at managing diverse portfolios and helping clients tackle complex financial queries, I thrive on building meaningful professional relationships and delivering results. My career journey is supported by a PGDM in Marketing & HR and a BBA in Marketing & Finance, complemented by recognition as a brand ambassador and multiple academic and professional honors. Recently, I took a career break for relocation and maternity leave, using this period to broaden my perspective, strengthen resilience, and stay updated with industry trends. Now, energized and eager to re-engage, I am ready to contribute my proven expertise in relationship management, sales, and financial advisory to new opportunities.

Experience

2 yrs 3 mos

Total Experience

9 mos

Average Tenure

Current Experience

Career break

Health and well-being

Jan 2025 – Present · 1 yr 4 mos · Gurugram, Haryana, India

After transitioning from my previous role, I embraced a planned career break to focus on relocation and family needs. This evolved into an enriching maternity leave, during which I developed new perspectives as a parent and enhanced my skills in multitasking, organization, and resilience. I continued my professional growth through self-directed study and industry updates.

Dealplexus

Relationship Manager

May 2024 – Jan 2025 · 8 mos · Gurugram, Haryana, India · On-site

At Dealplexus, I focused on scaling partner-led business through strategic relationship management with CAs and financial professionals.
Portfolio Ownership: Acted as the dedicated point of contact for a portfolio of 300+ professional partners, ensuring consistent engagement and support.
Business Growth: Successfully converted partner relationships into tangible results, driving over 50 qualified client cases.
Operational Excellence: Managed end-to-end onboarding workflows with a 95% SLA adherence rate, ensuring a seamless experience for new partners.
Conflict Resolution: Maintained high partner satisfaction by resolving 90% of queries within defined TATs

CommunicationBusiness Relationship ManagementRelationship ManagementBusiness Growth

Choice finserv india private limited

Relationship Manager

Aug 2023 – May 2024 · 9 mos · Delhi · On-site

In this role, I bridged the gap between credit assessment and client acquisition within the SME sector.
SME Onboarding: Led the end-to-end onboarding process for 25+ SME and B2B clients specifically for Supply Chain Finance programs.
Credit & Financial Analysis: Prepared over 20 Credit Appraisal Memorandums (CAMs) and analyzed financials to support a credit exposure exceeding 15–20 Cr.
Compliance & Risk: Ensured 100% execution of KYC and AML protocols, resulting in zero audit observations

CommunicationCredit AnalysisClient AcquisitionCredit Assessment

Axis bank

Relationship Manager

Jul 2022 – May 2023 · 10 mos · Chennai, Tamil Nadu, India · On-site

Managed high-value commercial banking portfolios with a focus on Supply Chain Finance and portfolio health.
Portfolio Management: Directly managed a 100+ Cr Commercial Banking portfolio, overseeing renewals and limit enhancements.
Strategic Acquisition: Expanded the bank’s footprint by acquiring 8 New-to-Bank (NTB) clients, contributing ~35 Cr in new exposure.
Monitoring & Scoping: Conducted intensive market scoping to maintain a healthy acquisition pipeline while monitoring portfolio health across business cycles.

BankingCustomer Relationship Management (CRM)Portfolio ManagementStrategic Acquisition

Bajaj capital ltd

Internship Trainee

Apr 2021 – Jul 2021 · 3 mos

Completed an intensive professional internship focused on the BFSI sector, specifically within the Gurugram Corporate Office.
Project Specialization: Conducted an in-depth project on "Financial Risk Management," analyzing risk mitigation strategies and their impact on investment portfolios.
Virtual Collaboration: Successfully adapted to a virtual corporate environment, collaborating with senior stakeholders at the corporate office to meet project milestones.
Analytical Research: Evaluated financial data and market trends to identify potential risk factors, supporting the broader Training and Development (TDA) initiatives.
Professional Development: Recognized for completing the program with dedication and sincerity, gaining hands-on exposure to the operational standards of a premier financial services firm.