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, KARNATAKA01-2023
Bachelor of Science - Mathematics
MAGADH UNIVERSITY
PATNA, BIHAR01-2019
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
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