Aditi Pant
Delhi
Summary
Accomplished Affluent Synergy Relationship Manager managing Asset RM (SBB &BBG) for cross sell with 6+ years of experience managing high-net-worth (HNW) client portfolios, providing tailored investment strategies, and structuring trade finance solutions. Skilled in cross-border transactions, portfolio diversification, and regulatory compliance (KYC/AML). Proven track record of managing portfolios exceeding INR 200 crore, delivering consistent revenue growth while ensuring client satisfaction. Adept at using CRM platforms, Finacle, Flexcube, and MS Office. Seeking to leverage expertise in wealth management and relationship building to drive portfolio growth and operational excellence.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Affluent Synergy Relationship Manager
IndusInd Bank Ltd
10.2025 - Current
- Manage SBB and BBG RM with portfolio of 150+ HNW clients with an AUM exceeding INR 200+ crore across cross sell wealth and trade services.
- Exceeded monthly KPIs by cross-selling high-yield wealth products, including Mutual Funds, PMS, and Insurance.
- Advise clients on investment strategies and wealth preservation.
- Lead client onboarding for complex corporate structures, ensuring full compliance with AML/KYC norms.
- Collaborate with internal product, legal, and tax teams to execute cross-border transactions.
- Mentor and train junior relationship officers in regulatory compliance and client service.
Wealth & Trade Relationship Manager
ICICI Bank Ltd
04.2025 - 10.2025
- Manage a portfolio of 100+ HNW clients with an AUM exceeding INR 100 crore across wealth and trade services.
- Structure trade finance solutions including import/export financing, bank guarantees, and supply chain finance.
- Advise clients on investment strategies, multi-currency portfolios, and wealth preservation.
- Lead client onboarding for complex corporate structures, ensuring full compliance with AML/KYC norms.
- Collaborate with internal product, legal, and tax teams to execute cross-border transactions.
- Mentor and train junior relationship officers in regulatory compliance and client service.
Customer Relationship Officer
Bandhan Bank Ltd
09.2023 - 04.2025
- Managed and expanded HNI client portfolios, offering tailored banking and investment products.
- Led client onboarding, guiding clients through implementation and compliance processes.
- Maintained detailed MIS reports using MS Excel for client data and branch operations.
- Monitored and recorded high-value investment transactions including mutual funds and stocks.
- Supervised branch operations, authorized high-value cash transactions, and ensured adherence to the clean note policy.
- Resolved customer complaints promptly, ensuring high customer satisfaction and retention.
- Conducted staff training, improving team efficiency and service quality.
Branch Relationship Officer
Axis Bank Ltd
03.2020 - 09.2023
- Oversaw financial forensic investigations to assess and mitigate fraud risks.
- Managed secondary review of high-value payments, ensuring 100% compliance with audit standards.
- Maintained effective communication with management and team members to ensure smooth operations.
- Executed the full audit cycle, including risk management, operational control assessment, and compliance monitoring.
- Ensured adherence to internal policies, regulatory requirements, and risk frameworks.
Education
MBA - Banking, Finance, Securities & Insurance
Bennett University
01.2020
B.Sc. - Biotechnology
Sant Hirdaram Girls College
01.2018
Skills
Team Handling
Wealth Management Advisory
Trade Finance & Documentary Credits
Investment Solutions (Bonds, Equities, Mutual Funds, Structured Products)
Client Onboarding & KYC/AML Compliance
Cross-Border Transactions
Portfolio Diversification & Revenue Growth
Risk Assessment & Regulatory Compliance
CRM & Banking Platforms (Finacle, Flexcube)
Certification
NISM Series V-A – Mutual Fund Distributors Certification, 2020
Timeline
Affluent Synergy Relationship Manager
IndusInd Bank Ltd
10.2025 - Current
Wealth & Trade Relationship Manager
ICICI Bank Ltd
04.2025 - 10.2025
Customer Relationship Officer
Bandhan Bank Ltd
09.2023 - 04.2025
Branch Relationship Officer
Axis Bank Ltd
03.2020 - 09.2023
B.Sc. - Biotechnology
Sant Hirdaram Girls College
MBA - Banking, Finance, Securities & Insurance
Bennett University