Kamal Marwaha

Dedicated and experienced Qualified Banker with a strong background in all areas of financial management looking forward to broadening client base and working with more diverse portfolios. Excel at driving bank revenue by developing strong relationships with high net worth clients and helping them meet and exceed their financial goals.

Certified Financial

Planner with strong ethics who adheres to SAFE Act policies. And utilizing my technical, analytical and business skills and thereby providing service to my customers which they highly appreciates and in turn greet me with the badge of excellence. I seek challenging Opportunities where I can fully use my skills for the success of the organisation.

Sales and marketing - Amaron

(2018-10 - 2019-10)

Investor and Adviser - ICICI SECURITIES, Zerodha brokerage firm, PAYTM MONEY

(2019-11 - 2020-01)

Client of Zerodha having vast experience in the field vide client ID SV7348. I am having vast experience in the field of trading. I am also NISM Qualified in first attempt and AMFI REG.

Senior officer - ICICI BANK LTD.

(2020-02-29 - 2025-07-07)

• Operational Management: I was involved in overseeing and managing the day-to-day operations of the bank.
• Customer Service: Banks place a high emphasis on customer service, and as a Senior Officer, I was responsible for handling complex customer inquiries, resolving complaints, and ensuring a positive customer experience.
• Financial Analysis

Relationship Manager - ICICI BANK LTD

• Client Relationship Management: As a Relationship Manager my primary responsibility was to develop and manage relationships with clients.
• Financial Advisory: stood excellent financial advisory to my clients.
• Business Development I was responsible for expanding the bank's client base and driving business growth.
• Officiated as the Branch manager and managed the whole team as a team leader to achieve the extraordinary incremental growth in the CASA book of the bank.
• Having portfolio of HNIs clients of value more than 30 crores.
• Providing high net worth clients with specialised banking solutions to meet their individual and business needs.
• Consistently meet and exceed quarterly sales goals by 10 percent or more.

RELATIONSHIP MANAGER YES PREMIA Grade- MANAGER - YES BANK LTD

(2025-07-22)

• Serves as the main contact person for Premia customers
• Having portfolio of HNIs clients of value more than 31 crores.
• Takes time to understand the customer's financial goals and requirements
• Assists with savings accounts, investments, loans, and insurance needs
• Ensures priority service and quick resolution of customer issues
• Provides tailored guidance on wealth management and lifestyle benefits
• Focuses on building long-term relationships and maintaining high customer satisfaction

Post graduate diploma - banking operations - NIIT IFBI (2019)

B.TECH - Guru Nanak Dev University, Main Campus Amritsar (2018)

Higher Secondary - R.D Khosla D.A.V Model Sr. Secondary School (CBSE) (2014)

Matriculation - R.D Khosla D.A.V Model Sr. Secondary School (CBSE) (2012)