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Harsh Patel

Harsh Patel

Priority Relationship Manager

Talent
MumbaiMember since August 11, 2026
Cross SellingMutual FundsLife InsuranceTransaction BankingCash HandlingInternal AuditFCNR DepositForex ServicesFixed DepositCostingGST CalculationTally ERP 9
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Cross SellingMutual FundsLife InsuranceTransaction BankingCash Handling

About

To work for an organization which provides me the opportunity to improve my skills and knowledge to grow along with the organization objective. Motivated and Hardworking. Highly motivated and hardworking individual eager to take on a responsible role in a reputable organization, where I can grow and deliver excellent results

Experience

Priority Relationship Manager - Axis Bank Ltd

(2025-03)

  • Handling the Portfolio of 55 crore 450 HNI Customer
  • Managing their funds and provide Financial solution to grow their portfolio in High risk and Low risk category

Aspire Manager - RBL BANK

(2023-06 - 2025-02)

  • Handling Banking operations of the Branch which included Transaction banking, Cash Handling Service handling such as Escalation, Internal audit work
  • Manages Portfolio of 40 CRORE of 350 HNI customer includes NR Portfolio of 15 crore which includes 175 & Above NRE & NRO customers & Indian Resident Customers
  • Servicing and cross selling products are FCNR Deposit, Outward & Inward Remittance, Insurance, family Saving account

Privilege Banker (PB-RM) - ICICI BANK

(2021-04 - 2023-06)

  • Handling the duties for Customers of portfolio of 24 crore including 350 customers including Resident & Non Resident provide servicing and cross selling TTP products
  • Worked in Operational team to provide service to the branch Customers Such as Transaction banking Escalation and Managing with internal team for Solutions on Tat to generate revenue through cross selling the Liability product Such as Fixed deposit, Account opening, Secured and Unsecured Loan, Forex transaction
  • Handling Operational services such as Solutions to Customer complaint and escalation within Tat as per bank norms
  • Cross selling the various bank Product such as Mutual funds, Life Insurance, Account opening Liability product such as Loan, Forex services

Logistic assistant - Elementto Wallpaper & Fabric pvt ltd

(2019-11 - 2021-03)

  • Handling the Costing work of Company
  • Manage the Costing data of Distributors & Dealers throughout India
  • Adding Product calculation with Profit and taxation on the product such as GST calculation

Education

MMS - FINANCE - University of Mumbai (2020-01 - 2020-01)

B.Com - University of Mumbai (2016-01 - 2016-01)

HSC - Maharashtra state board (2013-01 - 2013-01)

SSC - Maharashtra state board (2011-01 - 2011-01)

Skills

Priority Relationship Manager

Reviews

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