Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

AMISHA

PATNA

Summary

Dynamic Wealth Relationship Manager at ICICI BANK, adept at investment management and client relationship building. Successfully enhanced client satisfaction through tailored portfolio strategies and proactive communication. Proven expertise in regulatory compliance and risk assessment, ensuring optimal service delivery and adherence to industry standards. Committed to fostering long-term relationships with high net worth clients.

Overview

3
3
years of professional experience

Work History

Wealth Relationship Manager

ICICI BANK
PATNA
11.2022 - Current
  • Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
  • Provided ongoing support regarding account inquiries or changes in regulations or policies related to investments.
  • Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
  • Built strong relationships with external partners such as banks, brokers, and mutual funds for efficient service delivery.
  • Ensured compliance with all applicable industry regulations and internal procedures.

Education

POST GRADUATE DIPLOMA IN BANKING - Banking And Finance

MANIPAL ACADEMY OF HIGHER EDUCATION
BANGALORE, KARNATAKA
01-2023

Bachelor of Science - Mathematics

MAGADH UNIVERSITY
PATNA, BIHAR
01-2019

Skills

  • Investment management
  • Financial analysis
  • Client relationship management
  • Regulatory compliance
  • Portfolio strategy
  • Risk assessment
  • Customer service
  • Wealth planning
  • Problem solving
  • Communication skills
  • Negotiation skills
  • Time management
  • Client relationship building

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2

Timeline

Wealth Relationship Manager

ICICI BANK
11.2022 - Current

POST GRADUATE DIPLOMA IN BANKING - Banking And Finance

MANIPAL ACADEMY OF HIGHER EDUCATION

Bachelor of Science - Mathematics

MAGADH UNIVERSITY
AMISHA