Sachin Mishra
@sachinmishra1
I build client relationships and deliver compliant banking, investment, cash, and foreign exchange services.
What I'm looking for
I've supported financial and investment services at Kotak Securities, building high-value client relationships and executing client acquisition strategies to grow product and service sales.
At ICICI Bank, I worked with customers to understand their financial needs, resolve issues, and maintain strong customer satisfaction. I also coordinated with internal teams, vendors, and external parties to support compliant retail banking operations, risk remediation, and structured follow-up.
Previously, at Unimoni Financial Services, I managed high-volume cash transactions, foreign exchange operations, and remittance services securely and efficiently.
I'm committed to operational excellence, professional integrity, clear communication, and collaborative service delivery across banking and financial services.
Experience
Work history, roles, and key accomplishments
Deputy Manager
Kotak Securities
Jan 2025 - Apr 2025 (3 months)
Managed core financial and investment services while building and sustaining high-value client relationships. Executed tailored client acquisition strategies to boost product portfolio and service sales.
Deputy Manager
ICICI Bank
Feb 2023 - Oct 2024 (1 year 8 months)
Worked closely with customers to understand their financial needs, resolve issues, and ensure high satisfaction. Collaborated with employees, vendors, and external parties for smooth coordination, risk remediation, and structured follow-up.
Relationship Executive Cashier
Unimoni Financial Services Ltd
Sep 2021 - Jul 2022 (10 months)
Managed high-volume cash transactions, foreign exchange operations, and remittance services securely and efficiently. Delivered exceptional customer service by addressing financial inquiries and promoting relevant corporate products.
Education
Degrees, certifications, and relevant coursework
Dr. Ram Manohar Lohia Avadh University
Bachelor of Science, Physics, Chemistry, Mathematics
Bachelor of Science with majors in Physics, Chemistry, and Mathematics, completed in August 2017.
Uttar Pradesh Board
Intermediate Certificate, General Studies
Intermediate Certificate from Uttar Pradesh Board, Basti, completed in May 2014.
Manipal Academy of Banking
Post Graduate Diploma, Banking and Finance
Post Graduate Diploma in Banking and Finance from Manipal Academy of Banking, Bangalore.
Uttar Pradesh Board
High School Certificate, General Studies
High School Certificate (Class X) from Uttar Pradesh Board, Basti, completed in May 2012.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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