Aditi Patel

Aditi patel

bookmark on deepenrich
location of Aditi PatelVadodara, Gujarat, India
Followers of Aditi Patel11 followers
  • Timeline

  • About me

    ICICI BANK LTD, PRIVATE BANKING GROUP

  • Education

    • M. s. university, baroda

      2002 - 2003
      Master marketing management and research
    • Saurashtra university

      2000 - 2002
      Bachelor marketing / hr
  • Experience

    • Idbi bank

      Jun 2002 - Oct 2003
      Customer service manager

      Enhanced customer satisfaction by streamlining support processes and implementing new strategies.Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.Improved response times for customer inquiries with efficient ticketing system management and prioritization techniques.Boosted customer retention rates through exceptional problem-solving skills and relationship-building efforts.

    • Icici bank ltd.

      Feb 2009 - Oct 2024
      Branch manager

      Generating Revenue effectively through team and to handle a team of Management Resource and run branch processes smoothly taking care of regulatory issues and exception handling.Handling sales process management for branch.Daily conducting branch meet thus discussing with the huddleResolving customer's complaints and queriesAs well as managing all escalations to respective department and resolving those raised to usActively participating and answering queries rose by auditors:- RRM (Regional Risk Manager) as well as IAD (Internal Audit Department)Conducting Five – S Audit and keeping check on the file management and timely retrieval of document from the branchManaging branch budget by keeping close watch on daily cost of branch.Supported financial director with special projects and additional job duties.Created financial dashboards to provide insights into key performance indicators.Developed strategic plans for day-to-day financial operations.Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.Created and managed financial models to evaluate corporate investments and acquisitions.Examined customer loan applications for loan approvals and denials.Implemented service improvements to enhance sales cycle.Forecasted trends and recommended improvements based on financial risk analyses.Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.Generated financial and operational reports to assist management with business strategy. Show less

    • Icici bank ltd

      Feb 2009 - Mar 2014
      Deputy branch manager

      Managed cross-selling initiatives that expanded existing customer relationships while bringing onboard new clientele, contributing to the overall growth of the branch.Increased customer satisfaction with personalized service strategies and superior problem-solving skills.Optimized staffing levels by analyzing workload trends, ensuring efficient allocation of resources.Conducted regular audits of branch operations to identify areas for improvement and implement corrective actions.Dealing prolifically with Non Resident customer and offering them different services like providing them foreign exchange, opening up of NR accounts and Fix Deposits, directing them with right investment options, and resolving their quiresCollaborated with senior management to develop branch goals, aligning them with company objectives. Show less

    • Icici bank

      -

      • Engaged with high-net-worth clients to understand their unique needs and provided tailored solutions.• Integrated banking, business, investments, and family legacy to create comprehensive financial strategies.• Collaborated with cross-functional teams to deliver exceptional service and exceed client expectations. • Managed Super HNI clients' wealth, lending, and financial needs at ICICI Bank.• Developed personalized financial strategies to optimize clients' portfolios.• Achieved a 15% increase in client assets under management through strategic financial planning.

      • Private Banking Senior Relationship Manager

        Sept 2024 - now
      • Private Banking Senior Relationship Manager

        Aug 2024 - now
      • Senior Branch Manager

        -
  • Licenses & Certifications

    • Nism certifications

      National institute of securities markets (nism)
      Sept 2024
    • Nism certifications

      National institute of securities markets (nism)
      Aug 2022