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Ankhi Guin

@ankhiguin

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Results-driven finance professional with expertise in financial analysis.

India

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What I'm looking for

I seek a dynamic role in finance that fosters growth and innovation.

Dynamic and results-driven finance professional with 7+ months of hands-on experience in retail banking at HDFC Bank. Expertise in managing high-net-worth (HNI) client portfolios, driving customer retention, and enhancing wallet share through tailored financial solutions and cross-selling. Proven track record in KYC/AML compliance, portfolio monitoring, and CRM management, contributing to ₹16 Crore AUM growth. Passionate about financial advisory, investment analysis, and regulatory adherence, with strong analytical skills to support branch performance and client relationship building.

Experience

Work history, roles, and key accomplishments

Personal Banker Classic

HDFC Bank Ltd

Aug 2025 - Feb 2026 (6 months)

Managed a portfolio of 200+ HNI families with ₹16 Crore AUM, and AMB maintenance through proactive engagement and need-based solutions.
• End-to-end KYC processes for 50+ new accounts monthly,
ensuring 100% compliance with RBI and bank guidelines.
• Conducted AML checks and profile updates, identifying and mitigating risks in large- value transactions, dormant, and LTD accounts.

Portfolio Management Customer Service Investment Cross Selling CRM Tools TARGET Target Driven Compliance Policies KYC AML Processes KYC Requirements KYC Operations Operations

Summer Intern

Simplus Financial Consultancy Pvt. Ltd.

May 2024 - Jun 2024 (1 month)

Analyzed personal finance, investment management, and financial planning with a focus on stocks, mutual funds, and asset allocation. Executed a project evaluating retail investors’ risk tolerance, investment goals, and financial literacy.

Financial Analysis Investment Management Financial Planning Risk Assessment SQL Microsoft Excel Analytical Thinking Problem Solving

Intern

BAJAJ Allianz Life Insurance Company

Dec 2023 - Dec 2023 (0 months)

Conducted an organizational study assessing operational and financial strategies within the insurance sector.

Organizational Studies Financial Strategy Analytical Skills Reporting Communication Teamwork Risk Management

Education

Degrees, certifications, and relevant coursework

MATS Institute of Management and Entrepreneurship

Post Graduate Diploma in Management, Finance & Marketing

2023 - 2025

Grade: 70.2%

Pursuing a Post Graduate Diploma in Management (PGDM) with a specialization in Finance & Marketing. Currently in the first year with a percentage of 70.2%.

Bethune College, Calcutta University

Bachelor of Science, Statistics

2018 - 2021

Grade: 69.02%

Completed a Bachelor of Science in Statistics with a percentage of 69.02%. Gained a strong foundation in statistical analysis and data interpretation.

Burdwan Municipal Girls’ High School

Higher Secondary, Science

2016 - 2018

Grade: 81.50%

Completed Higher Secondary (12th) in Science with a percentage of 81.50%. Developed a strong foundation in scientific principles and analytical skills.