Verches Vaidya

Banking professional with 5+ years of experience in relationship management, wealth management, portfolio management, customer acquisition, financial advisory, compliance, and business development. Strong expertise in managing affluent customer portfolios, driving revenue growth, cross-selling financial products, and maintaining regulatory compliance. Experienced in banking operations, client servicing, risk assessment, and stakeholder management.

Relationship Manager - ICICI Bank

(2021-01)

• Manage and grow a portfolio of retail and affluent banking customers.
• Develop long-term customer relationships through consultative financial planning.
• Drive customer acquisition and portfolio deepening through relationship-led banking.
• Generate revenue through cross-selling investment, insurance, lending, and liability products.
• Conduct portfolio reviews and recommend suitable financial solutions.
• Analyze customer financial profiles, risk appetite, and investment objectives.
• Support branch business goals through revenue growth and portfolio expansion.
• Ensure compliance with KYC, AML, audit, and regulatory requirements.
• Maintain high service standards and resolve customer escalations efficiently.
• Coordinate with internal stakeholders to ensure seamless customer experience.
• Maintain accurate documentation and customer records.
• Identify opportunities for wealth enhancement and customer retention.

Bachelor of Engineering - Information Technology - Rajiv Gandhi Proudyogiki Vishwavidyalaya (RGPV)