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IA

Ishu Agrawal

Priority Banking Relationship Manager · Wealth & Investment Services

Bhubaneswar, Odisha, India

@ishu_agrawal

0 followers

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About

Priority Banking Relationship Manager at Axis Bank with experience in customer relationship management, account servicing, KYC documentation, and financial-product discussions. Has a strong accounting foundation and an independent interest in equity and derivatives markets, with NISM Series V-A and IRDAI IC-38 certifications.

Experience

  • Priority Banking Relationship Manager
    Axis Bank
    Jul 2026 – Present

    Supported priority-customer relationships through account servicing, follow-up, query resolution and coordination. Discussed banking and financial-product options and supported referrals where relevant to customer needs and bank processes. Maintained customer and KYC documentation and coordinated with internal teams to help resolve requests promptly.

  • Junior Accountant
    Gourav Sawadia & Co.
    Mar 2022 – Sep 2024

    Supported client financial statements and project reports, GST / ITR work, audit documentation and Tally-based record maintenance. Handled client communication and routine accounting data entry.

  • Senior Accountant
    Sourav Agencies
    Oct 2021 – Jan 2026

    Managed sales and spares accounting, bank entries and reconciliation, inventory records, and GST / ITR support using Tally ERP. Maintained accurate financial records and audit documentation and coordinated with customers, vendors and internal teams. Supported routine finance reporting and documentation follow-up.

Education

  • B.Com (Hons.)
    Panchayat Degree College, Bargarh
    Accounting · 2021 – 2025

Skills

5 to 8 years 5 to 8 years A long stretch - five to eight years.
GST
2 to 5 years 2 to 5 years Several years of experience.
Accounting Data entry Documentation Reconciliation Audit Documentation Inventory Management
1 to 2 years 1 to 2 years A year or two of steady use.
Bookkeeping
3 to 6 months 3 to 6 months A few months of practice with it.
KYC verification Financial Products
<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
SIP Banking Mutual Funds Cross-selling Risk Management Client servicing Technical Analysis

Tools / apps / platforms

5 to 8 years 5 to 8 years A long stretch - five to eight years.
Tally ERP
<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Microsoft Office

Languages

Fluent Fluent Comfortable using it for work.
Hindi Speak English Speak
Conversational Conversational Can hold an everyday conversation.
Odia Speak

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