Wealth Relationship Manager
ICICI Bank Ltd.
12 June 2012 —
25 April 2016
Key Achievements:
• Increased the investments-under-management from 3.3mn. to 8mn. USD (139%)
• Recognized for new client acquisition with AOC of 0.14mn. USD & highest single day transaction (0.3mn.) towards Mutual Fund in 2013
• Recognized as ‘Star Performer’ in Relationship Manager category for getting 29K USD Life insurance cheque value in Sep’15
• Overachieved revenue target by 50% by 2nd quarter of FY 15-16
• Rewarded for outstanding performances throughout my time in ICICI Bank across products
Job Responsibilities:
• Delivered financial planning, advisory, sales and service of entire gamut of banking (Liabilities & Assets) and third party financial products to high net-worth (HNW) clients
• Mobilized additional funds converting ICICI Bank account to the primary account for customers
• Managed the risk & return of the investment portfolio suggesting appropriate selects based on the risk profile. Adept with Macro and Micro economic factors, offered expertise in Mutual Funds, Private Equity, Structured Products, Alternate Investments, Forex, etc.
• Sourced current accounts, business banking products like CC, ODs, term loans, etc.
• Executed 0% customer attrition. Maintained 100% accuracy in resolving service issues within TAT obeying compliance norms
• Worked closely with software like Finacle