Ritik Shah
Trade Relationship Manager
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About
Proven leader in trade finance, managing a ₹500 Cr+ portfolio at ICICI Bank Ltd. Skilled in CRM and compliance, driving client acquisition with expertise in mutual funds and insurance. Awarded 'Top Performer' at Energizer India Pvt. Ltd., showcasing exceptional sales conversion. Proficient in MS Excel, delivering strategic insights through detailed financial analysis.
Experience
Trade Relationship Manager at ICICI Bank Ltd. (2023-07 – Present)
- Managing 6 branches in Connaught Place, New Delhi
- Handling ₹500 Cr+ trade portfolio
- Advisory on LC, BG, Export/Import Bills
- Ensuring compliance with RBI, FEMA, UCP-600
- Driving client acquisition & cross-selling revenue
- Coordinating with internal teams for smooth execution
Data Research Analyst at Motilal Oswal Financial Services Ltd. (2022-06 – Present)
- Conducted equity, sector, and macroeconomic research.
- Prepared daily market notes and investment presentations.
- Performed financial modeling and valuation analysis.
Customer Service Executive at Energizer India Pvt. Ltd. (2021-01 – Present)
Part-time
- Achieved highest lead-to-sales conversion ratio
- Awarded 'Top Performer' twice under ANR recognition program.
Operations Manager at ITPO, Pragati Maidan (2019-01 – Present)
Part-time
- Managed event logistics for IITF, Auto Expo, and PlastIndia.
- Coordinated with 500+ domestic & international exhibitors.
Education
Bachelor of Commerce (Hons.) – University of Delhi (2020 – 2023)
Diploma in Financial Management – Sadi Infotech Institute (2020 – 2023)
Class XII in Commerce – CBSE (2020)
Class X – CBSE (2018)
