Pranit Ugale
Finance Professional | Corporate Client Portfolio Management | Cross-Selling & Digital Banking Expertise | Excel, Power BI, Data Analysis | MMS Finance | B.Tech Civil Engineering
- Role
- Management Trainee - Relationship Manager at ICICI Bank
- Location
- Kalyan, MH, IN
- LinkedIn followers
- 500 followers
About Pranit Ugale
Finance professional with expertise in banking, analytics, and client relationship…
Experience
Management Trainee - Relationship Manager
Jul 2025 — Present · Mumbai, IN
Built and nurtured strong relationships with corporate clients by implementing structured engagement plans and personalized communication strategies.• Designed and utilized Excel and CRM frameworks to track client activities, renewal dates, and transaction trends effectively.• Resolved service escalations quickly, ensuring smooth client onboarding processes and maintaining high satisfaction with relationship management services.• Identified and supported business development opportunities across financial products, contributing to client growth and organizational profitability.
Education
Sardar Patel College of Engineering (SPCE),Mumbai
Bachelor of Technology - BTech
Sydenham Institute of Management Studies, Research and Entrepreneurship Education
Master of Business Administration - MBA
2023 — 2025
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