Alekya B.
Mid-Level Retail Banking Relationship Manager
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Alekya D. is an accomplished Relationship Manager specializing in Retail Banking, with expertise honed at ICICI Bank from December 2022 to June 2023 in Bangalore. In this capacity, Alekya successfully managed a portfolio of 300 clients, with a book size of ₹50 crore, focusing on personalized customer service by identifying needs and providing tailored solutions such as savings accounts and home loans. An expert in delivering 360-degree banking solutions, Alekya played a key role in client retention and revenue increase through cross-selling and upselling strategies. Prior to this role, Alekya acquired extensive experience as an Assistant Account at Infosys, enhancing skills in financial processes like Mortgage, Foreclosure, and Bankruptcy, while excelling in data accuracy and client communication. Alekya's academic credentials include an MBA in Finance & HR from SRM University, and she is recognized for her capability in Business Development, CRM tools, and effective execution of Customer Service strategies.
Experience
Relationship Manager
ICICI Bank · 2022 — 2023Oversaw a portfolio comprising 300 clients with a total book size of ₹50 crore, focusing on effective relationship management. Assessed customer financial needs and provided customized solutions that included savings accounts, personal banking, and home loans. Engaged with high-value clients to deliver comprehensive banking solutions and build long-term relationships. Utilized internal systems to analyze customer portfolios, supporting business growth and client retention. Enhanced wallet share and revenue through cross-selling, upselling, and onboarding new customers. Ensured precise customer record maintenance while adhering to 'Fair to Bank, Fair to Customer' principles.Assistant Account
Infosys · 2015 — 2022Participated in various financial processes such as Mortgage, Foreclosure, Bankruptcy, and Assistant Accounting. Contributed to data entry, research, and documentation tasks while maintaining accuracy in financial records. Updated and ensured complete financial data accuracy within internal systems. Created financial documents, including invoices, reports, and client records. Resolved client-related issues through one-on-one discussions. Conducted root cause analysis (RCA) and communicated findings to management, including preparing Minutes of Meeting (MoM).
Skills & Expertise
Education
- MBA (Finance & HR)SRM University · 2011 — 2013
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