Sakchi Manisha
Summary
Results-driven financial professional prepared for demands of account management roles. Comprehensive experience in optimizing client portfolios and delivering customized financial strategies. Strong focus on collaborative teamwork and achieving significant results. Known for adaptability and reliability in dynamic environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Accounts Manager- Client Servicing
ICICI Bank Ltd
01.2024 - 10.2024
- Client Servicing in the transaction banking of the institution and handling trade finance, cash management and other banking transactions of corporate clients and government institutions
- Implemented efficient billing procedures to reduce outstanding receivables and improve cash flow.
- Collaborated with sales teams to identify new opportunities, driving revenue growth.
- Maintained comprehensive client records within CRM systems, ensuring accurate tracking of interactions and facilitating effective follow-up activities.
- Strengthened relationships with key clients, leading to increased repeat business.
- Trained junior account managers in best practices and industry standards, fostering a high-performing team culture.
- Streamlined account management processes for better organization and time management.
- Maximized revenue through strategic upselling of products or services to existing clients.
- Conducted regular account reviews with clients, providing valuable insights into performance metrics and recommending actions for improvement.
- Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
- Monitored industry trends to inform account strategy adjustments for maximum effectiveness.
- Resolved complex customer issues, maintaining professionalism and preserving long-term relationships.
- Optimized internal communication between departments to address client inquiries efficiently and accurately.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Conducted thorough credit assessments on potential clients, minimizing risk exposure for the company.
- Trained new employees on customer service, money handling and organizing strategies.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Accounts Manager- Business Development
ICICI Bank Ltd
01.2022 - 01.2024
- Business Development in the transaction banking of the institution, onboarding corporate clients and government institutions and maintaining existing client relationship
- Conceptual knowledge of financial market, it's product and segments.
- Facilitated communication between clients and internal stakeholders for project alignment and timely processing of the request leading to customer satisfaction.
- Coordinated with various departments to resolve client issues and inquiries.
- Supported account management processes by organizing documentation and resources.
- Assisted in preparing account reports and presentations for internal team meetings.
- Provided timely updates to clients regarding account status and changes.
- Performed due diligence to analyse and ensure the genuineness of the transaction.
Education
Post-Graduate Diploma in Banking - Banking And Finance
Manipal Academy of Higher Education
05-2022
Bachelor in Commerce - Accounts
Patna Women's College
Patna University, Patna01.2019
Skills
- Team Management
- Presentation
- Excel
- Data Analysis and Interpretation
- Trade
- Trade Finance
- Forex Transaction
- Client interaction
- Situation Analysis
- Banking and Financial Services
- General Banking Operations
- Handing Credit Relationshp
- Corporate Client Management
- Problem Solving
- Communication
- Vocal Skills
- Account management
- Cash flow management
- AP and AR management
- Invoicing
- Accounts receivable management
- Month-end reporting
- Payroll processing
- Payroll management
- Account reconciliation
- Inventory auditing
- Budget management
- Financial reports
- Expense tracking
- Bank reconciliation
- Accounting software proficiency
- Payment processing
- Audit support
- Payment collection
- Budget review
- Collections
- Cost accounting
- System improvements
- Internal controls implementation
- Tax compliance
- Project accounting
- Intercompany transactions
- Revenue forecasting
- Credit control
- Sales invoicing
- GL entry verification
- Variance analysis
- Fixed asset management
- Accounts payable management
- Purchase order processing
- Accounting data analysis
- Debt collection
- General ledger maintenance
- Year-end closing
- Revenue analysis
- Financial statement preparation
- Month-end closing
- Teamwork and collaboration
- Account servicing
- Customer relationships
- Customer service
- Goal oriented
- Client relations
- Invoice balancing
- Staff management
- Documentation and reporting
- Performance evaluations
- Coordinating paperwork
- Event planning
- Client relationship building
- Revenue generation
- Client relationship management
- Order processing
- Account development
- Sales analysis
- Performance tracking
- Customer rapport
- Relationship building and management
- Account servicing skills
- Lead development
- Marketing
- Team Training
- Customer relationship management (CRM)
- Vendor management
- Sales reporting
- Schedule management
- Project management
- Prioritizing workflows
- Client meetings
- Revenue growth
- Database management
- Goal setting
- Networking skills
- Business needs assessment
- Report writing
- Customer satisfaction
- Data analytics
- Issue resolution
- Account verification
- Cross-functional collaboration
- Business development
- New account creation
- Employee mentoring
- Management collaboration
- CRM systems
- Community involvement
- Client rapport
- Talent management
- Strategic planning
- Product development
- Operations
- Cold calling skills
- Product training
- Cost reviewing
- Active listening
- Critical thinking
- Data entry
- Customer relations
- Computer proficiency
- Complaint handling
- Microsoft Excel
- Microsoft outlook
- Administrative support
- Documentation
- Microsoft Office Suite
- Microsoft PowerPoint
- De-escalation techniques
Hobbies and Interests
- Reading books
- Listening music
Certification
Received Certificates from Insurance Regulatory, and National Securities Market.
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Accounts Manager- Client Servicing
ICICI Bank Ltd
01.2024 - 10.2024
Accounts Manager- Business Development
ICICI Bank Ltd
01.2022 - 01.2024
Post-Graduate Diploma in Banking - Banking And Finance
Manipal Academy of Higher Education
Bachelor in Commerce - Accounts
Patna Women's College
Similar Profiles
Edison Ravi KoilpillaiEdison Ravi Koilpillai
IT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI PrudentialIT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI Prudential
SUBHANKIT SURANASUBHANKIT SURANA
Wealth Relationship Manager at ICICI BANK LTDWealth Relationship Manager at ICICI BANK LTD
Divyendu KashyapDivyendu Kashyap
Regional Head Sales at ICICI Bank LtdRegional Head Sales at ICICI Bank Ltd
Swati KumariSwati Kumari
Relationship Manager at ICICI BANK LTDRelationship Manager at ICICI BANK LTD
Nishant KaulNishant Kaul
Manager- Client Servicing at Almonds.AiManager- Client Servicing at Almonds.Ai