Abhishek Singh
Private Wealth Professional, Experienced Banker & Managing HNI/UHNI Portfolio
Lucknow
Summary
Dynamic Client Partner with a proven track record at ICICI Securities, excelling in strategic relationship management and revenue generation. Expert in investment advisory, I led a high-performing team to consistently exceed targets, enhancing client satisfaction and loyalty through tailored financial solutions and proactive engagement.
Overview
17
17
years of professional experience
Work History
Client Partner and Team Head
ICICI Securities
03.2023 - Current
- Achieve individual revenue and client acquisition targets through personalized wealth solutions and high-net-worth client engagement.
- Lead and mentor a team of Relationship Managers to deliver on collective business goals, ensuring alignment with organizational strategy.
- Drive acquisition of new HNI/UHNI clients via networking, referrals, and strategic market outreach.
- Provide tailored investment advisory, including mutual funds, PMS, AIFs, structured products, bonds, and insurance solutions.
- Monitor team performance and provide continuous coaching to enhance productivity and client servicing standards.
- Maintain and grow wallet share from existing clients by offering consistent portfolio reviews and financial planning.
- Ensure adherence to compliance norms, internal policies, and regulatory guidelines across all client interactions.
- Foster a client-first culture within the team, driving service excellence and long-term relationship value.
- Collaborate with internal stakeholders (product, compliance, risk, operations) to ensure seamless client delivery.
- Track individual and team KPIs regularly; implement corrective actions to meet targets and improve efficiency.
- Conduct performance appraisals and drive recognition, motivation, and retention within the team.
- Identify high-potential clients and implement up-sell and cross-sell strategies to increase revenue per client.
Pioneer Relationship Manager- Affluent Banking
IndusInd Bank
12.2021 - 03.2023
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Branch Relationship Manager- Privy Banking
Kotak Mahindra Bank
07.2014 - 11.2021
- Managed a high-value portfolio of HNI and UHNI clients, delivering end-to-end solutions across wealth management and retail asset products.
- Contributed over 70% of branch revenue individually, consistently driving branch performance through both investment and loan product sales.
- Successfully sourced and closed large-ticket asset cases, including loan against securities, home loans, and personal loans, contributing significantly to the asset book.
- Achieved branch revenue targets consistently through strategic cross-selling of wealth and liability products.
- Excelled in internal contests, winning multiple trophies and certificates across all major wealth categories (MFs, PMS, AIFs, bonds, insurance).
- Developed deep, trust-based client relationships with HNI/UHNI clients through personalized advisory and proactive financial planning.
- Maintained 100% compliance and operational excellence while ensuring superior client experience and retention.
Preferred Relationship Manager
Standard Chartered Bank
06.2013 - 07.2014
- Delivered informative presentations on wealth management topics at corporate events and seminars, showcasing firm''s expertise and services offered.
- Assisted clients in setting realistic financial goals, developing detailed plans to achieve desired outcomes.
- Conducted in-depth financial analyses to help clients identify potential investment opportunities and risks.
- Leveraged expertise in relationship management to retain valuable clients amidst competitive market pressures.
Imperia Relationship Manager
HDFC Bank
07.2008 - 06.2013
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Education
MBA - Marketing Management
Vinayaka Mission University
Hyderabad 04.2001 -
Bachelor of Science -
Graduation
Lucknow University 04.2001 -
Skills
1 Strategic Relationship Management
2 Investment Advisory & Product Knowledge
3 Team Leadership & Performance Management
4 Revenue Generation & Business Developement
Travel & Exloration, Reading & Driving
- Travel & Exploration – Passionate about discovering new cultures, places, and global perspectives.
- Reading – Enjoy staying informed and inspired through books, especially on finance, leadership, and self-development.
- Driving – Enthusiastic about long drives and exploring offbeat destinations for relaxation and clarity.
Timeline
Client Partner and Team Head
ICICI Securities
03.2023 - Current
Pioneer Relationship Manager- Affluent Banking
IndusInd Bank
12.2021 - 03.2023
Branch Relationship Manager- Privy Banking
Kotak Mahindra Bank
07.2014 - 11.2021
Preferred Relationship Manager
Standard Chartered Bank
06.2013 - 07.2014
Imperia Relationship Manager
HDFC Bank
07.2008 - 06.2013
MBA - Marketing Management
Vinayaka Mission University
04.2001 -
Bachelor of Science -
Graduation
04.2001 -
Similar Profiles
Edison Ravi KoilpillaiEdison Ravi Koilpillai
IT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI PrudentialIT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI Prudential
Pranshu SharmaPranshu Sharma
Regional Product Manager -NRI at ICICI SecuritiesRegional Product Manager -NRI at ICICI Securities
Ayush BholeAyush Bhole
Chief Relationship Manager at ICICI SECURITIESChief Relationship Manager at ICICI SECURITIES
KARTHICK VKARTHICK V
EQUITY RELATIONSHIP MANAGER at ICICI SECURITIESEQUITY RELATIONSHIP MANAGER at ICICI SECURITIES
ASHISH RANAASHISH RANA
Front Office Manager at (Accor) Mercure Lucknow Gomti NagarFront Office Manager at (Accor) Mercure Lucknow Gomti Nagar