Chetana Nand
Senior Wealth Manager
Bengaluru
Summary
Working as a Senior wealth manager with Standard Chartered Bank and Experienced with ICICI Bank & HDFC bank @ Master Degree focused in Marketing Management.
Motivated Wealth Manager with experience advising clients on investment strategies, retirement planning and financial planning, Trade Services, SME credit, Branch Operations, Strong background in understanding financial markets and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
12
12
years of professional experience
2
2
Certifications
Work History
Senior Wealth Manager
Standard Chartered Bank
09.2024 - Current
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Delivered exceptional client service through prompt communication.
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques, emphasizing professional growth.
- Implemented risk management strategies to minimize potential losses and maintain compliance with industry regulations.
- Focus on business development across liabilities, assets, and fees to sustain and achieve growth in relationship value, revenues, and improved client stickiness.
Wealth Manager
ICICI Bank
09.2022 - 09.2024
- Monitor and address Ultra HNI clients for banking and investment requirements, managing portfolio growth.
- Handling book size of 538 cr (SA, CA).
- 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 allocation and risk management.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
Sales Manager
Axis Bank
04.2022 - 09.2022
- Handling book size of 75 Cr.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Relationship Manager, Business Loan Group
HDFC Bank
05.2018 - 03.2022
- Handling Book Size of 108 Cr.
- Maximized loan origination efficiency by effectively prioritizing deals based on profitability and relationship potential.
- Generated revenue growth through the successful closing of business loans across diverse industries and sizes.
- Maintained thorough knowledge of industry trends and regulatory requirements, ensuring compliance in all transactions.
- Developed new business opportunities by actively networking within the local market to identify potential clients.
Retail Sales Trainer
CPIT Edutech Private Limited
02.2017 - 05.2018
- Played a key role in driving store expansions by recruiting top talent, providing comprehensive training and support during the opening phase of new locations.
- Assisted in creating promotional campaigns through product knowledge training sessions, resulting in higher sales figures during peak seasons.
- Contributed to the development of company-wide training initiatives by collaborating with fellow trainers and sharing best practices, resulting in improved consistency across all locations.
- Increased employee retention rates through targeted mentorship programs that paired experienced staff members with new hires, offering ongoing guidance and support throughout their initial months on the job.
Marketing Executive
Semiconic Devices Private Limited
07.2016 - 02.2017
- Planned and executed events and marketing programs to increase qualified leads.
- Collaborated closely with sales teams to ensure alignment between promotional activities and revenue goals.
- Analyzed market trends to identify new opportunities for growth, driving the expansion into untapped markets.
- Developed and implemented targeted digital strategy to improve business performance.
Technical Support Engineer
Nucleus Microsystem Private Limited
01.2013 - 03.2014
- Provided remote assistance to clients, ensuring timely resolution of software and hardware concerns.
- Mentored junior members of the team on best practices in issue resolution techniques.
- Served as an escalation point for challenging technical inquiries, demonstrating expertise in product knowledge and problem-solving abilities.
- Conducted root cause analysis of technical issues, implementing preventive measures for future occurrences.
Education
MBA - Human Resources Management & Marketing Management
Chaudhary Devi Lal University
Sirsa, India 04.2001 -
Bachelor of Technology - Electrical, Electronics And Communications Engineering
Kurukshetra University
Kurukshetra, India 04.2001 -
High School Diploma -
Rajasthan Board of School Education
Kota, India 04.2001 -
Skills
Portfolio diversification
Trading strategies
Insurance Planning
Anti-Money Laundering
Retirement planning
Portfolio Management
Due diligence
Asset Allocation
Market Analysis
Financial Planning
Regulatory Compliance
Private Equity Investments
Global Investment Strategies
Microsoft Excel
Sales skills
Teamwork and Collaboration
Insurance decisions
Customer Service
Time management abilities
Investment planning
Mutual funds
Effective Communication
Import-Export Compliance
International Trade Regulations
Branch Operations Management
Accomplishments
- Supervised team of 5 staff members.
- Repeatedly received recognition from superiors for excellence in service.
- Increased monthly revenue 10 % through implementation of strategic initiatives.
- Received the “Gold & Silver Award” for exemplary performance and recognition for handling the largest account in the company.
- Grew new accounts 20 % By YOY growth.
Languages
English
Hindi
Bilingual or Proficient (C2)
Punjabi
Bilingual or Proficient (C2)
Certification
Mutual Fund Distributors Certification License - [Dec 2023 - Dec 2026]
Timeline
Senior Wealth Manager
Standard Chartered Bank
09.2024 - Current
Mutual Fund Distributors Certification License - [Dec 2023 - Dec 2026]
12-2023
Wealth Manager
ICICI Bank
09.2022 - 09.2024
The Corporate Surveyor and Loss Assessor- License - [Aug 2022 - Aug 2025]
08-2022
Sales Manager
Axis Bank
04.2022 - 09.2022
Relationship Manager, Business Loan Group
HDFC Bank
05.2018 - 03.2022
Retail Sales Trainer
CPIT Edutech Private Limited
02.2017 - 05.2018
Marketing Executive
Semiconic Devices Private Limited
07.2016 - 02.2017
Technical Support Engineer
Nucleus Microsystem Private Limited
01.2013 - 03.2014
MBA - Human Resources Management & Marketing Management
Chaudhary Devi Lal University
04.2001 -
Bachelor of Technology - Electrical, Electronics And Communications Engineering
Kurukshetra University
04.2001 -
High School Diploma -
Rajasthan Board of School Education
04.2001 -
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