Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Amandeep Kaur

Banking
Bengaluru,KA

Summary

Seasoned banking professional with over 5 + years of experience in Banking Sector , financial management, team leadership, and strategic planning. Proven expertise in driving operational efficiency, enhancing customer satisfaction, and achieving financial targets. Adept at leading high-performing teams, implementing risk management strategies, and ensuring regulatory compliance along with good exposure in Sales & Marketing, operation, Customer Support & Management.

Overview

5
5
years of professional experience

Work History

Wealth Manager Grade I

ICICI Bank
04.2024 - Current
  • Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
  • Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
  • Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
  • Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.

Deputy Manager Grade II

ICICI Bank
04.2022 - 03.2024
  • As Deputy Manager Grade II Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Handling portfolio of affluent banking and wealth customers.
  • Managing book size of 550+ customers.
  • Experience in handling complex transaction like outward and inward remittance.

Deputy Manager Grade I

ICICI Bank
06.2019 - 03.2022
  • Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
  • Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
  • Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
  • Generated repeat business through exceptional customer service.
  • Driving Revenue business to generate fee income.
  • Generated strategic weekly Key performance Indicator targets.
  • Developed loyal and highly satisfied customer base through services.

Education

MBA - Marketing

Ramaiah Institute of Management Studies/Science
Bengaluru, India
04.2001 -

B.Com(Hons) - Accounting And Finance

K.D College of Commerce And General Studies
Medinipur, India
04.2001 -

High School - Commerce

K.V NO-1,AFS,Kalaikunda
Kharagpur, India
04.2001 -

Skills

Portfolio diversification

Sales Operations

Investment strategies

Teamwork and Collaboration

Relationship Management

Workflow Management

Achieving given quarterly and yearly target on revenue products and cross selling

Accomplishments

- Golden Eagle Award - For exceptional performance every year.

- RH Award - For achieving yearly income targets.

- Best Officer Award-As per top performer in all the assets products.

- Multiple Extra Curricular Award such as Culture events , Art and Crafts.

- As part of my academic achievement i was nominated as Creative Director of Rotaract Club.



Timeline

Wealth Manager Grade I

ICICI Bank
04.2024 - Current

Deputy Manager Grade II

ICICI Bank
04.2022 - 03.2024

Deputy Manager Grade I

ICICI Bank
06.2019 - 03.2022

MBA - Marketing

Ramaiah Institute of Management Studies/Science
04.2001 -

B.Com(Hons) - Accounting And Finance

K.D College of Commerce And General Studies
04.2001 -

High School - Commerce

K.V NO-1,AFS,Kalaikunda
04.2001 -

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