Akriti Jain
Jaipur
Summary
Results-driven Relationship Manager with over 10 years of experience in private and wealth banking, specializing in client acquisition and portfolio management. Skilled in managing high-net-worth clients and driving revenue through cross-selling financial products. Demonstrates strong communication and leadership abilities, coupled with a solid background in retail banking and financial operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Private Pioneer
INDUSIND BANK
Jaipur
04.2023 - Current
- Managing and growing a portfolio of High Net-Worth (HNI) and Ultra-HNI clients with a focus on wealth creation and preservation.
- Delivered comprehensive wealth management solutions, including mutual funds, PMS, insurance, structured products, and lending solutions, tailored to client needs.
- Acting as a trusted financial advisor, providing customized portfolio strategies aligned with clients’ financial goals.
- Driving liability growth and wallet share expansion through strategic cross-selling of banking and investment products.
- Acquiring new-to-bank HNI clients through referrals, networking, and market penetration strategies.
- Strengthened client relationships, resulting in deeper portfolio engagement and higher retention rates.
- Enhancing client engagement via holistic banking solutions including Forex, Remittances, and Loan products.
- Maintaining high standards of client servicing, retention, and satisfaction.
- Collaborated with internal teams (product, operations, investment desk) to enhance client experience and ensure service continuity.
- Achieved consistent growth in AUM and revenue targets.
- Key Achievements (optional but recommended):
Priority Relationship Manager
AXIS BANK LTD
Jaipur
09.2020 - 04.2023
- Managed HNI portfolios to deepen relationships through strategic product cross-sell and tailored financial advisory.
- Improved client satisfaction and expanded wallet share by delivering customized banking solutions.
- Worked in Jaipur office
Premium Relationship Manager
YES BANK LTD
10.2019 - 09.2020
- Acquired and serviced HNI clients with personalized banking and investment solutions, enhancing client satisfaction and loyalty.
- Managed high-value client relationships to ensure satisfaction and retention.
- Strengthened existing relationships through cross-selling and customized financial advisory, driving revenue growth.
- Developed customized financial solutions based on client needs and goals.
- Collaborated with cross-functional teams to deliver seamless service experiences.
Relationship Manager / Key Account Manager
INDUSIND BANK
11.2017 - 10.2019
- Acquired new accounts and deepened relationships with existing customers to enhance client portfolio.
- Delivered financial services and identified business opportunities to support revenue growth.
- Developed strong client relationships through regular engagement and personalized service.
- Managed client portfolios to ensure satisfaction and retention of banking services.
- Collaborated with internal teams to resolve customer inquiries and issues promptly.
Relationship Manager / Senior Relationship Manager
ICICI DIRECT LTD
10.2015 - 11.2017
- Managed Demat and trading services while cross-selling life insurance and mutual fund products to enhance client portfolios.
- Facilitated customer meetings to offer tailored financial solutions and strengthen client relationships.
Senior Associate – IT Operations
METLIFE GOSC
04.2014 - 06.2015
- Led project teams to implement process improvements across operations.
- Oversaw approval of automation project while supporting team functions, facilitating project success.
- Managed operational tasks and automated processes, enhancing client service for U.S.-based clients.
- Analyzed client data to support strategic planning and decision-making initiatives.
- Mentored junior associates to enhance team performance and collaboration.
Education
MBA -
Jaipuria Institute of Management
B.Com -
Dr. Bhim Rao Ambedkar University
Senior Secondary -
Simpkins School
AgraHigh School -
Simpkins School
AgraSkills
- Wealth Management
- HNI Portfolio Handling
- Client Acquisition
- Relationship Building
- Cross-Selling
- Mutual Funds
- Insurance
- Loans
- Banking Operations
- Customer Service
- Team Management
- Communication
- Brand Building
- Revenue Growth
Certification
- NISM-Series – Mutual Funds
- IRDA Certified – Life Insurance
Timeline
Private Pioneer
INDUSIND BANK
04.2023 - Current
Priority Relationship Manager
AXIS BANK LTD
09.2020 - 04.2023
Premium Relationship Manager
YES BANK LTD
10.2019 - 09.2020
Relationship Manager / Key Account Manager
INDUSIND BANK
11.2017 - 10.2019
Relationship Manager / Senior Relationship Manager
ICICI DIRECT LTD
10.2015 - 11.2017
Senior Associate – IT Operations
METLIFE GOSC
04.2014 - 06.2015
MBA -
Jaipuria Institute of Management
B.Com -
Dr. Bhim Rao Ambedkar University
Senior Secondary -
Simpkins School
High School -
Simpkins School