Jeffin Joy

Experience

• 

  Precis Pharma Containers - India

  May 2020 - Jul 2020

  Management Trainee

  ▪ Performing the organization’s day to day operations.▪ Assisting the organization in preparation of weekly reports.

• 

  ICICI Bank

  Jun 2021 - now

  ▪ Managing the Private banking clients i.e. Ultra-HNI clients of the bank (3 Cr – 15 Cr customer relationship value).▪ Understanding the client profile and curating products based on client requirements.▪ Building portfolio’s for new customers to bank and managing existing portfolios.▪ Periodic review of portfolio’s and structuring the portfolio according to the client goals and market conditions.▪ Selling banking and investment products such as fixed deposit, Assets, Mutual Funds, Bonds, PMS, Alternate assets and unlisted shares.▪ Ensuring compliance as per the bank requirements. ▪ Ensuring more wallet share. Show less ▪ Managing the wealth clients i.e. HNI clients of the bank (25 Lakhs – 3 Cr customer relationship value).▪ Doing the entire primary banking from approaching a customer to filling Account Opening Form and developing the relationship.▪ Managing relationship to improve relationship value and deepening the relationship of existing customers.▪ Understanding client requirement and providing need based solutions.▪ Cross-selling products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirement.▪ Effective usage of tools related to wealth products. (Such as funds and investments, insurance and risk protection etc.)▪ Liaising with different departments and verticals to get best solutions for the client in terms of products and service; servicing clients by providing them smooth and superior service delivery.▪ Giving solutions to business accounts in form of BLG, SMEG and Trade. ▪ Portfolio structuring and review on a periodic basis.▪ Ensuring compliance as per the bank requirements. ▪ Ensuring more wallet share. Show less

  • Manager

    Jul 2023 - now

  • Deputy Manager

    Jun 2021 - Jun 2023