Anandan Palanisamy

Adept at banking products knowledge and excelling in customer interaction, i spearheaded teams at INDUSIND BANK and ICICI BANK LIMITED, driving revenue growth and fostering stong client relationships my strategic planning and staff management skills ensured a significant protflolio increase with a focus on personalized wealth management and business development.

• BLG working capital
• NTB and FD
• MF MUTUAL FUNDS NFO
• HL and PL Assets
• M52
• icici Prudential

India, Coimbatore July 2014 - September 2024 Wealth Manager Team Handling ICICI BANK LIMITED, Coimbatore, India • • • • • • • • Assessed employee performance and developed improvement plans. Maintained branch files for major accounts, investments and employees. Maintained friendly and professional customer interactions. Trained employees on proper procedures and strategies to improve productivity Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances. Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset alocation and risk management. Mentored junior team members to develop their ski ls in investment analysis, client relationship management, and sales techniques. Got appreciation mail from National Head for the financial year toppers list and award, trade level 3 certification Assistant Manager ICICIBank Ltd, Coimbatore, India • • •

Date of birth: 1 April 1993

Place of birth: KOTTAGIRI

2/152 Chinna thottipalayam

belladhi karamadai Coimbatore.