Customer Copy
Customer Copy
Displaying expertise in supervising a varied INR 150 crore portfolio for high-net-worth
individuals and corporate clients at ICICI Bank, highlighting a proven record in the finance
OBJECTIVE sector.
Thriving in a sales position and aiming to shift towards consulting or marketing roles to utilize
Targeting roles in Consulting or Analyst skills in fostering client connections and enhancing stakeholder engagement.
positions, with a secondary interest in Possess strong skills in prospecting, financial needs assessment, and recommending suitable
Product Management or Key Account financial products, acquired during the tenure at ICICI Bank.
Management in the FMCG sector. Proficient in product life cycle management, business process improvement, and cross-
functional collaboration, essential for consulting and product management roles.
Executed a prosperous marketing initiative in Ludhiana, focusing on Chartered Accountants to
CONTACT broaden the customer network and enhance understanding of private banking offerings.
pranvi.official@gmail.com Proficient in nurturing client relationships, emphasizing improved customer satisfaction, and
propelling organizational advancement through strategic business development.
+91 7888391433 Strong project management capabilities, including the capability to prioritize tasks, manage
timelines, and mitigate risks effectively.
Passionate about driving positive change and making a meaningful impact, both within the
EDUCATION organization and for clients/customers.
PGDM in General Management, T.A. Pai WORK EXPERIENCE
Management Institute, Manipal, 2023
Bachelor of Technology in Electrical ICICI Bank, Ludhiana, Management Trainee, April 2023 – Present
Engineering, Thapar Institute of Engineering Key Result Areas:
and Technology, Patiala, 2020 Managing a diverse portfolio of approximately INR 150 crore for 234 key accounts of HNI
clients and corporates, contributing to a substantial growth rate increase of 48.1% in MIB.
Orchestrating targeted marketing events aimed at promoting services among HNI clients for
CORE COMPETENCIES NCA, and effectively executing these events in collaboration with the CA association.
Strategy Development Identifying and prospecting potential clients through referrals, networking, and other sales
Market Analysis and marketing efforts to expand the client base by an additional 15 crores and meet business
Product Lifecycle Management targets.
Business Process Improvement Analyzing clients' financial situations, assessing their risk profiles, and conducting financial
Stakeholder Engagement needs assessments to recommend appropriate financial products and services.
Project Management Facilitating investment opportunities for NCA clients by assisting them in purchasing unlisted
Requirements Gathering shares worth 4 crores, which in return contributes to the bank earning revenues of 7 Lakhs.
Data Analysis Receiving recognition from my team for facilitating an inward remittance of USD 2.32 lakhs,
Client Relationship Management resulting in the bank earning revenue of USD 23,240 and CASA of 2 crores approximately.
Cross-Functional Collaboration
Product Road Mapping
INTERNSHIPS
ICICI Bank, Summer Intern, May 2022 – June 2022
CERTIFICATIONS Responsibilities:
Conducted extensive secondary research about Virtual Assistants for different banks and
Achieved certification in Mutual Funds prepared the pitch deck highlighting the unique features offered by them and recommending
Distribution through the NISM-VA features for their next AI conversational channel.
Examination in 2023. Reviewed the database of customer queries and identified the key functionalities that needed
Secured the 3rd position in Crescita, to be incorporated in the AI conversational channel.
organized by BIM, Trichy in 2022. Conducted surveys through Google Forms to understand customer pain points, revealing that
Obtained certification in Advanced Excel 26% of the queries were related to corporate internet banking followed by 18% of queries
Skills for Business Specialization offered by regarding Tax products.
Macquarie University, completing a 4-week Proposed a conversational channel for Virtual Assistant through use case designing for Tax
program in 2022. Products, which included automation for Direct tax payments and GST Payments.
Successfully completed the "RPA Business
Analyst Foundation" course offered by Zinnov Management Consulting Pvt. Ltd., Gurgaon, Consulting Intern, Jan 2020 – May
UiPath in 2020. 2020
Completed the "RPA Course for Beginners"
Responsibilities:
through UiPath in 2020.
Drafted a deck outlining RPA use-cases in Revenue Management Cycle and healthcare, with
patient scheduling and claims processing identified as the top use-cases, illustrating the
EXTRACURRICULAR varying degrees of automation required in each sector.
ACTIVITIES Worked on a Whitepaper illustrating customer onboarding in banks during the COVID-19
pandemic using Intelligent Automation (IA).
Cultural Committee Core Member:
Supervised budget planning and event PROJECT
management for large-scale gatherings,
Valuation Analysis Project
attracting over 1000 students.
Collaborated within a team of 4 to assess privately-held companies with annual revenues
A₹thNivesh Core Member: Played a pivotal
ranging from $50k to $100m.
role within the Finance Club, organizing
Developed comprehensive valuation reports utilizing methods such as the Asset Approach,
events focused on tax planning and
Discounted Cash Flow (DCF), and Relative valuation.
educational initiatives.
Generated discounted cash flow statements to accurately assess the value of specific
Power House Youth Club Volunteer:
intangible assets.
Directed a team of 100 volunteers during a
three-day event, ensuring seamless PERSONAL DETAILS
coordination and execution.
Date of Birth: 21st September 1998
Languages Known: English & Hindi