Private Banking Relationship Manager - ICICI Bank Ltd - Indore, M.P.
(2019-09)
- Managed a highly affluent High-Net-Worth Individual (HNI) portfolio, providing bespoke wealth management and strategic financial advisory services.
- Specialized in cross-selling complex financial products, structured investments, and specialized portfolio management services tailored for premier HNI clients.
- Serve as a single point of contact for all banking, investment, and lending requirements, ensuring seamless and comprehensive client support.
- Utilized advanced risk profiling tools to provide proactive investment advice and portfolio rebalancing aligned with client risk profiles.
Unit Manager - ICICI Bank Ltd - Indore, M.P.
(2019-09)
- Led and mentored a team of Relationship Managers, achieving monthly sales targets and portfolio growth objectives.
- Conduct training for the Rms for filling up the product knowledge gap across all products.
- Optimizing digital customer engagement and sales conversions.
- Conducted coordination with teams, for ensuring product alignment and compliance adherence.
E-Relationship Manager - ICICI Bank Ltd - Indore, M.P.
(2019-09)
- Engaged with HNI clients through digital channels, providing remote-edge banking assistance.
- Built trust-based relationships to deliver tailored financial solutions.
- Achieved monthly sales targets by cross-selling various ICICI Group products.
Sales Officer - Blu-Jay Finlease Ltd - Indore, M.P.
(2018-09 - 2019-02)
- Handled loan proposal generation process through agents and freelancers.
- Managed relationships with direct sales agents and facilitated new empanelment's.
