Headline

Associate Manager | Retail Liabilities | Driving Customer Acquisition & Financial Solutions at IDFC FIRST Bank

About

I am a finance graduate (Integrated MBA in Finance, Indus University) with experience in banking and client relationship management. Currently working with IDFC FIRST Bank as an Associate Manager in Retail Liabilities, where I focus on customer acquisition, portfolio building, and digital banking activation. Previously, I worked at ICICI Bank as a Relationship Manager, where I managed a mapped customer portfolio and ensured customer engagement through cross-selling and service delivery. My goal is to leverage my banking experience to build a long-term career in core finance, investment banking, and regulatory roles (RBI/financial institutions). I am also passionate about networking with professionals, learning continuously, and achieving customer success through ethical banking practices.

Location

Ahmedabad

Work experience

Associate Manager - Retail Liabilities at IDFC FIRST Bank, Jul 2025 - Present · 11 mos, Ahmedabad, Gujarat, India, Ensuring quality acquisition (profile, product mix, segmentation) Engaging customers on digital platforms & driving adoption Supporting catchment mapping and customer acquisition campaigns Providing feedback on market trends to leadership

Customer Service Representative at Umiya PG, Feb 2024 - Jun 2025 · 1 yr 5 mos, Ahmedabad, Gujarat, India, I worked as a Customer Service Representative at Umiya PG, where my primary role involved interacting with prospective student residents. My responsibilities included explaining the features and amenities of our PG accommodation, addressing any queries or concerns, and negotiating terms to ensure a satisfactory arrangement for both parties. I facilitated the onboarding process for new residents, ensuring a smooth and welcoming experience for them.

Assistant Manager II - Retail Liabilities at ICICI Bank, Jun 2023 - Jan 2024 · 8 mos, Ahmedabad, Gujarat, India, As an Assistant Manager-II at ICICI Bank, I was responsible for engaging in branch banking with a focus on addressing customer inquiries and providing solutions at the front desk. My role involved advising clients on various banking products and services, including investment options, loan facilities, and savings strategies, ensuring their financial needs were met effectively. By providing personalized service and professional financial advice, I contributed to high levels of customer satisfaction, retention, and helped clients manage their finances more effectively.

Summer Intern at ACML Capital Markets Limited, Jun 2022 - Jul 2022 · 2 mos, Ahmedabad, Gujarat, India

Education

Master of Business Administration - MBA (Integrated 4 years), Finance, General, Indus University Ahmedabad

HSC (12th), Science (A-group), General, Satyameva Jayate International School

Public links

github: https://github.com/beingamanforever