Harshita Kashyap
Affluent Relation Manager @ICICI Bank
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WORK HISTORY
Affluent Relation Manager @ICICI Bank
Mumbai, IN
EDUCATION
Institute of Hotel Management, Catering Technology and Applied Nutrition, Mumbai
Bachelor of Science - BS, Hotel and Hospitality Administration/Management
Macro vision academy Burhanpur
HIGHER SECONDARY SCHOOL, Physics, Chemistry, Maths
Kendriya Vidyalaya Khandwa
Senior secondary school, Physics, Chemistry, Maths
IBS Mumbai
PGPM, Marketing/Marketing Management, General
ABOUT HARSHITA KASHYAP
I’m a dynamic and client-centric banking professional with over 4 years of experience at ICICI Bank, Mumbai, currently managing a dual role in Wealth Management and Trade Finance. I specialize in handling HNI portfolios and providing end-to-end financial solutions across investments, insurance, forex, and trade products.In my current role, I manage both investment advisory and working capital/trade finance requirements of business clients—offering tailored financial strategies that align with their personal and business goals.I hold a PGPM in Marketing from ICFAI Business School (IBS), Mumbai, where I also served as the Creative Head of Synergy (HR Club)—leading events, branding initiatives, and team collaboration from ideation to execution.My foundation lies in the service and hospitality industry, with a Bachelor’s degree in Hotel Management from IHM Mumbai, giving me a strong grounding in client servicing, operations, and strategic thinking.I interned with Re/Max India Pvt Ltd, where I delivered a live project on “Analysis of Sourcing, Marketing & Relationship Management in Real Estate”, enriching my understanding of B2C and B2B dynamics. Expertise: HNI Portfolio Management | Trade Finance | Working Capital Limits | LC/BG Solutions | Mutual Funds | Insurance | Strategic Client Engagement Soft Skills: Leadership | Customer Relationship Management | Cross-functional Collaboration | Presentation & Communication
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