Gracy Motwani

I am a motivated and results-driven Business Relationship Manager with 2 Year of experience as a Financial Market Expert. My role involved analyzing market trends, selling financial services, and actively upgrading and cross-pitching client portfolios to drive business growth. Through my strong analytical skills and client-centric approach, I successfully contributed to the company's success by delivering customized solutions and building lasting client relationships.

Platinum Relationship Manager - Au Bank - India

(2025-10)

• Manage and deepen relationships with Platinum/HNI clients, serving as single point of contact
• Acquire new high-value customers and grow portfolio through cross-selling banking products
• Drive revenue across CASA, insurance, investments, and lending solutions
• Deliver personalized, high-quality service to maximize client satisfaction and retention
• Ensure adherence to KYC, AML, and regulatory/compliance guidelines
• Track portfolio performance, client needs, and sales pipeline through CRM tools

Relationship Manager - Kotak Mahindra Bank - India

(2024-09 - 2025-10)

• Cross-selling
• Built strong customer relationships
• Exceeded sales targets, earning incentives

Intern - Pankaj Somaiya and Associates LLP CA Firm - Indore

(2023-07 - 2023-08)

• Support the chartered accountant in conducting financial analysis and preparing reports
• Participated in the planning phase of audits, conducting preliminary research, and gathering relevant financial data
• Performed substantive testing and verification procedures on various financial transactions, identifying discrepancies and potential risks
• Assisted in preparing audit reports, documenting findings, and recommending improvements to internal controls and processes
• Gained hands-on experience in applying auditing principles and procedures in accordance with relevant accounting standards
• Aid in the preparation and verification of financial statements
• Displayed a strong commitment to professional ethics, confidentiality, and integrity throughout the internship
• Gain exposure to tax-related tasks, including tax filings and compliance procedures
• Assisting with financial data entry and bookkeeping

M.B.A. - Finance - Medi-Caps University Indore (2024)

B.Com - A Radiant Institute of Management and Technology Meerut (2020)