Jyoti Sharma

Experience

• 

  ICICI Bank

  Feb 2011 - now

  Managing a portfolio of High Networth Individuals (HNI), Wealth and Non-resident-HNI clients as a single point of contact for all their banking and investment needs. Financial planning for customers by providing options to invest in different investment options like mutual funds, AIFs, PMS, etc. , along with traditional savings options like term deposits, recurring deposits etc. on the basis of their risk-appetite. Assisting well diversifcation of client portfolio and ensuring revenue generation for bank. Introducing new HNI relationships to the bank. Show less Managing a client base of more than 400 NRI, wealth and priority banking customers, assisting them with all their banking, investments and servicing requirments. Ensuring client relationship enhancement and value addition by identifying cross-sell and up-sell opportunities in the assigned portfolio. Introducing profitable and revenue generating business relationships to the bank and ensuring smooth onboarding and seemless servicing. Branch operations like foreign exchange operations, demat operations, customer services and audit support. Show less

  • Senior Manager -Research

    Mar 2023 - now

  • Research Analyst

    Jul 2020 - now

  • ICICI Business Leadership Program 2019-20 ( PGCSM)

    Jul 2019 - Jun 2020

  • Relationship Manager- Wealth

    Apr 2018 - Jun 2019

  • Relationship Manager- NRI Priority Banking

    Feb 2011 - Apr 2018