PRANVI PROFILE SUMMARY

● Displaying expertise in supervising a varied INR 150 crore portfolio for HNI individuals and
corporate clients at ICICI Bank, highlighting a proven record in the finance sector.
OBJECTIVE ● Thriving in a sales position and aiming to shift towards consulting or marketing roles to utilize
skills in fostering client connections and enhancing stakeholder engagement.
Targeting roles related to product ● Possess strong skills in prospecting, financial needs assessment, and recommending suitable
specialist or investment manager in
financial products, acquired during the tenure at ICICI Bank.
financial sector.
● Executed a prosperous marketing initiative in Ludhiana, focusing on Chartered Accountants to
broaden the customer network and enhance understanding of private banking offerings.
CONTACT ● Proficient in nurturing client relationships, emphasizing improved customer satisfaction, and
pranvi.official@gmail.com propelling organizational advancement through strategic business development.
● Passionate about driving positive change and making a meaningful impact, both within the
+91 7888391433 organization and for clients/customers.
WORK EXPERIENCE
EDUCATION
ICICI Bank, Ludhiana, Account Manager, April 2023 – Present
● PGDM in General Management, T.A. Pai
Key Result Areas:
Management Institute, Manipal, 2023
● Managing a diverse portfolio of approximately INR 150 crore for 234 key accounts of HNI
● Bachelor of Technology in Electrical clients and corporates, contributing to a substantial growth rate increase of 48.1% in MIB.
Engineering, Thapar Institute of Engineering ● Orchestrating targeted marketing events aimed at promoting services among HNI clients for
and Technology, Patiala, 2020 NCA, and effectively executing these events in collaboration with the CA association.
● Identifying and prospecting potential clients through referrals, networking, and other sales
CORE COMPETENCIES efforts to expand the client base by an additional 15 crores and meet business targets.
● Market Analysis ● Analyzing clients' financial situations, assessing their risk profiles, and conducting financial
● Business Process Improvement needs assessments to recommend appropriate financial products and services.
● Stakeholder Engagement ● Monthly reviews of portfolio of customers and advise on PMS, Mutual fund portfolio and
● Project Management providing comparison of various mutual funds schemes and PMS.
● Requirements Gathering ● Facilitating investment opportunities for NCA clients by assisting them in purchasing unlisted
● Data Analysis shares worth 20 crores, which in return contributes to the bank earning revenues of 20 Lakhs.
● Client Relationship Management ● Receiving recognition from my team for facilitating an inward remittance of USD 2.32 lakhs,
● Cross-Functional Collaboration resulting in the bank earning revenue of USD 23,240 and CASA of 2 crores approximately.

INTERNSHIPS
CERTIFICATIONS
ICICI Bank, Mumbai, Product Manager, May 2022 – June 2022
● Achieved certification in Mutual Funds
Distribution through the NISM-VA
Responsibilities:
Examination in 2023.
● Secured the 3rd position in Crescita, ● Conducted extensive secondary research about Virtual Assistants for different banks and
organized by BIM, Trichy in 2022. prepared the pitch deck highlighting the unique features offered by them and recommending
● Obtained certification in Advanced Excel features for their next AI conversational channel.
Skills for Business Specialization offered by ● Reviewed the database of customer queries and identified the key functionalities that needed
Macquarie University, completing a 4-week to be incorporated in the AI conversational channel.
program in 2022. ● Conducted surveys to understand customer pain points, revealing that 26% of the queries
were related to corporate internet banking followed by 18% of queries regarding Tax products.
EXTRACURRICULAR ACTIVITIES ● Proposed a conversational channel for Virtual Assistant through use case designing for Tax
● Cultural Committee Core Member: Products, which included automation for Direct tax payments and GST Payments.
Supervised budget planning and event
Zinnov Management Consulting Pvt. Ltd., Gurgaon, Consulting Intern, Jan 2020 – May
management for large-scale gatherings,
2020
attracting over 1000 students.
Responsibilities:
● A₹thNivesh Core Member: Played a pivotal
● Drafted a deck outlining RPA use-cases in Revenue Management Cycle and healthcare, with
role within the Finance Club, organizing
patient scheduling and claims processing identified as the top use-cases, illustrating the
events focused on tax planning and
varying degrees of automation required in each sector.
educational initiatives.
● Worked on a Whitepaper illustrating customer onboarding in banks during the COVID-19
● Power House Youth Club Volunteer:
pandemic using Intelligent Automation (IA).
Directed a team of 100 volunteers during a
three-day event, ensuring seamless
coordination and execution. PROJECT
Valuation Analysis Project
● Collaborated within a team of 4 to assess privately-held companies with annual revenues
ranging from $50k to $100m.
● Developed comprehensive valuation reports utilizing methods such as the Asset Approach,
Discounted Cash Flow (DCF), and Relative valuation.
● Generated discounted cash flow statements to accurately assess the value of specific
intangible assets.