Abhinav Shukla
203 Ravindra Palli Indira Nagar Lucknow
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 8-years track record of success in Banking Industry.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr Relationship Manager-Wealth & Private Banking
ICICI Bank
Lucknow
04.2016 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Acquiring, nurturing growing and strengthening relationship within the Affluent and HNI segment of Clients in order to meet business objective.
- Selling a range of investment and Insurance products to these clients in order to meet their financial planning objectives and thus attaining the revenue objectives of the revenue of the Wealth Management business.
- Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of clients as per the business objective.
- Grow the CASA of this portfolio.
- Selling investment, life insurance, general insurance and SIP
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Experience in the field of Forex within the depth knowledge of Outward Remittance, Inward Remittance, Forex Card etc.
Education
Bachelor of Science - Science
Lucknow University
LucknowIntermediate - Science
UP Board
LucknowHigh School - Science
UP Board
LucknowSkills
- Customer Engagement
- Portfolio Management
- Customer Service
- Proactive and Focused
- Teamwork and Collaboration
- Professionalism
Certification
Post Graduate Diploma in Banking
IRDA and NISM Certification
Languages
Hindi
First Language
English
Advanced (C1)
C1
Timeline
Sr Relationship Manager-Wealth & Private Banking
ICICI Bank
04.2016 - Current
Bachelor of Science - Science
Lucknow University
Intermediate - Science
UP Board
High School - Science
UP Board
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