
Timeline
About me
Product Manager - ICICI Bank
Education

Mt. carmel school, digwadih
-High schoolActivities and Societies: The Taru Mitra Club - Constant contributor to the Taru Mitra Club. Enthusiastic Member to the club and raised awareness about the ecological concerns/threats, their impact and remedies. High School was Great. Loved Mt. Carmel !

S.s.l.n.t mahila college, dhanbad
2007 - 2010Bachelor’s degree commerce
Experience

Gurukul, dhanbad
Aug 2010 - Apr 2015Business development managerRole: -Closed opportunity and strengthened relationship with strategic account by leveraging key account management skills -Initiated and managed strategic partners program leveraging channel sales including planning, implementing and tracking projects -Implemented strategies for promotion of the company; ensured achievement of sales target by marketing staffKey Highlights: -Successfully created a Launchpad for opening a new centre of Gurukul -Innovated key points and contact areas of GTSE for Gurukul -Capitalized on Dhanbad’s Graduate student capital and created customized courses for them pertaining to various competitive exams -Organized annual quiz and debate competitions for students of ISM Dhanbad for required analysis of business and offerings/opportunities -Expanded channel business by sourcing new partners and maintained efficient business relationships with existing partners to enhance profitability of business operations by 40% Show less

Y-axis overseas careers
Feb 2016 - Oct 2017Immigration consultantProviding counselling to clients for overseas career options; planning publicity strategies and campaigns; liaising with clients and internal teams on budgets, timelines and objectives. Designing, writing and producing presentations, press releases, articles, leaflets, ‘in-house' journals, reports, publicity brochures, information for websites and promotional videos. Organising promotional events such as press conferences, open days, exhibitions, tours and visitsKey Highlights: Managed PR activities and achieved high coverage in national media. Recognized as “Superstar” for sales performance among new joinees at Y-Axis.Developed a key alliance with the most important radio station at no additional cost to the client Show less

Indusind bank
Nov 2017 - Apr 2019Client engagement manager
Standard chartered bank
Aug 2019 - Nov 2020Relationship manager -premium bankingUndertake High Net Income(HNI) client engagement in line with the SCB premium banking coverage model.Identify and meet client requirements, include cross selling of retail banking products.End to end implementation of sales campaigns as designed and released by country segment team.Conduct requirement based communication with clients to provide them with suitable products.Focusing of building a strong client relationship by utilizing consultative selling approach.

Icici bank
Jan 2021 - nowI am currently working as wealth RM with ICICI where we provide comprehensive advice and assistance in area such as investments retirement planning and tax optimization Understanding clients financial goal and risk tolerance and developing customized investment strategy. Monitoring the portfolio performance and making adjustments as needed. Key achievement is to build and maintain a strong client base by providing exceptional service and achieving positive investment result. Achieving high level of customer satisfaction and retention Show less
Product Manager
Jul 2023 - nowWealth Manager
Jan 2021 - Jul 2023
Licenses & Certifications

Licensing for corporate agents
Insurance institute of indiaJan 2019- View certificate
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Mutual fund distributors certification
National institute of securities markets (nism)Jan 2020
Volunteer Experience
Value Creator
Issued by HelpAge India on Jan 2004
Associated with Shalini Raman
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