Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic
Alok Saroj

Alok Saroj

New Delhi

Summary

Dynamic Relationship Manager at ICICI BANK with expertise in client relationship management and investment advising. Proven track record in enhancing customer satisfaction and loyalty through strategic communication and market research. Skilled in financial analysis and team collaboration, driving successful asset allocation and portfolio management decisions.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Manager

ICICI BANK
New Delhi
07.2021 - Current
  • Managed client relationships to enhance customer satisfaction and loyalty.
  • Facilitated communication between clients and internal teams for seamless service delivery.
  • Analyzed client needs to recommend appropriate banking products and services.
  • Monitored industry trends to provide relevant insights for client engagement strategies.
  • Conducted market research to inform asset allocation and portfolio management decisions.
  • Advised clients on asset allocation, portfolio rebalancing and other investment decisions.

Education

MBA - Finance And Marketing

College of Engineering Bhubaneswar
Bhubneswar
01-2020

B. Tech - Electronic And Communication

Raj kumar goel Institute of technology, AKTU
Ghaziabad
01-2017

Skills

  • Client relationship management
  • Investment advising
  • Market research
  • Financial analysis
  • Portfolio management
  • Communication skills
  • Problem solving
  • Negotiation skills
  • Team collaboration
  • Financial planning processes
  • Team leadership
  • Relationship management
  • Wealth management portfolio
  • Relationship building and management
  • Investment and wealth planning

Languages

Hindi
First Language
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2

Certification

  • NISM 5A

Timeline

Relationship Manager

ICICI BANK
07.2021 - Current

MBA - Finance And Marketing

College of Engineering Bhubaneswar

B. Tech - Electronic And Communication

Raj kumar goel Institute of technology, AKTU
Alok Saroj