Ashish Arora
Wealth Manager
New Delhi
Summary
Keep on learning the new dimensions and innovative technology of new generation Banking and Financial Market Instruments by continuously learning and skill development in the field of Customer Relationship and Wealth Management, where my knowledge, communication, analytical and behavioral skills are kept on developing while interacting and serving clients across the globe.
Overview
13
13
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Treasures Relationship Manager
DBS Bank India Ltd.
04.2022 - Current
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
Relationship Manager (Wealth)
State Bank of India
1 2017 - 04.2022
- Building and maintaining healthy business relations with customers, enhancing customer satisfaction by suggesting them viable banking solutions to increase their TRV (Total Relationship Value) with the Bank
- Analyzing and suggesting various investment options to assist the client in critical decision-making process in his wealth creation products.
- Managing day to day activities of banking operation and Handling HNI and Wealth clients in their banking needs and requirements by calling and visiting them on regular basis
- Assisting HNI and Wealth clients in managing their fund by suggesting them different financial instruments across the banking industry and responsible for deploying them in an efficient manner
- Supervising the portfolios of the clients on a regular interval and providing the suggestible tactical and precautionary call when it's needed by looking into the financial market conditions.
Senior Privilege Banker
ICICI Bank Ltd.
08.2011 - 12.2016
- Supervising a team of 10 privilege bankers and take care of their annual target by reviewing and monitoring their day-to-day activities and grooming them in all aspects so that they can perform better in their roles
- Providing banking solution to the top customers of the branch as per their needs and requirement, and generating revenues for the bank by cross selling the various products of Financial System
- Bring the vision and provide them the clarity of the top management objective to achieve their medium term and long-term goals
- Supporting the team members in closure of the deal as and when they required some assistance for the larger and difficult deal and making the closure smooth and convenient for customer and bank employee
Education
M.B.A (Banking & Finance) -
Manipal University
01.2013 - 2014.04
P.G.D.M (Banking & Finance) - undefined
Manipal University
01.2010 - 2012.04
Bachelors of Technology (Electronics) - undefined
Chandigarh Engineering college
01.2005 - 2009.04
Skills
- Relationship Management
Analytical Problem Solving
Wealth management offerings
Investment and Wealth Planning
Customer Portfolio Management
Relationship Management
Certification
Mutual Fund Distributors Certification from NISM.
Timeline
Treasures Relationship Manager
DBS Bank India Ltd.
04.2022 - Current
M.B.A (Banking & Finance) -
Manipal University
01.2013 - 2014.04
Senior Privilege Banker
ICICI Bank Ltd.
08.2011 - 12.2016
P.G.D.M (Banking & Finance) - undefined
Manipal University
01.2010 - 2012.04
Bachelors of Technology (Electronics) - undefined
Chandigarh Engineering college
01.2005 - 2009.04
Relationship Manager (Wealth)
State Bank of India
1 2017 - 04.2022
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