Ankita Shah
Service Relationship Manager @IDFC FIRST Bank
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WORK HISTORY
Service Relationship Manager @IDFC FIRST Bank
Bengaluru, IN
EDUCATION
Jain (Deemed-to-be University)
Master of Business Administration - MBA, Finance and marketing
ABOUT ANKITA SHAH
As a finance professional with 5+ years of experience across wealth management, client relationship management, and business development, I currently manage investment portfolios for HNI, UHNI and corporate clients at IDFC FIRST Bank.I specialize in personalized investment advisory—strategically cross-selling mutual funds, insurance, and structured products to meet client goals. My core strengths lie in financial planning, CRM (Salesforce & HubSpot), lead nurturing, and compliance with SEBI regulations.Previously, I led sales expansion and franchise development for Aptech in South India and closed enterprise-level accounts at Techfynder. These roles honed my expertise in B2B sales, strategic planning, and customer acquisition.I am passionate about helping clients grow their wealth while ensuring long-term financial health through disciplined and personalized advisory services.
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