Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aditi

Calangute

Summary

Results-driven NRI Relationship Manager with expertise in customer relationship management and wealth management. Proven ability to develop customized financial solutions and attract new clients while ensuring regulatory compliance. Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.

Overview

1
1
year of professional experience
1
1
Certification

Work History

NRI Relationship Manager

ICICI Bank
Calangute
10.2024 - Current
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed strategies to attract new customers while retaining existing ones.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.

Education

Post Graduate Diploma in Banking - Banking And Finance

Manipal Academy of BFSI
Bengaluru, India
06-2025

 Bachelors of Engineering (Hons) Mechanical Engineering - Mechanical Engineering

Northumbria University
New Castle, UK
02-2020

 Diploma in Engineering - Engineering

Management Development Institute of Singapore
Singapore
10-2016

Skills

  • Customer relationship management
  • Team collaboration
  • Verbal and written communication
  • Wealth management
  • Regulatory compliance

Certification

NISM-Series-V-A: Mutual Fund Distributors Certification

Timeline

NRI Relationship Manager

ICICI Bank
10.2024 - Current

Post Graduate Diploma in Banking - Banking And Finance

Manipal Academy of BFSI

 Bachelors of Engineering (Hons) Mechanical Engineering - Mechanical Engineering

Northumbria University

 Diploma in Engineering - Engineering

Management Development Institute of Singapore
Aditi