
Timeline
About me
Relationship Wealth Manager at ICICI Bank
Education

Loyola college
2018 - 2021Bachelor of commerce - bcom business/commerce, general 7.8/10Activities and Societies: - Administrative secretary of the Commerce department - Member of the Entrepreneur development cell Received awards during my tenure in the Administrative secretary of the Commerce department.Participated in Business plan competition, Best manager competitions, Mad over marketing campaigns during college.
Experience

Icici bank
Sept 2021 - Dec 2022Deputy manager band ii (wealth management)- Responsible for NTB (New to bank) activation.- Managing the wealth client base and sourcing business opportunity leads- Managing portfolio of customers and bringing in new investments- Was awarded as stalwart for the best performance as an Ascend Trainee for bringing in maximum number of high value clients.- Marketing the entire bouquet of financial products which include Forex, Insurance, Mutual Fund, Current/Savings A/c, Health Insurance, Credit Card, LAP, Mortgage.- Achieve Revenue Goals thru Mutual Funds, Credit Cards, Insurance Sells, Loan against Properties and various other banking products.- Product customization basis the customer needs Show less
Licenses & Certifications
.webp)
Mutual fund distributors certification
National institute of securities markets (nism)Aug 2021
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