Deepali Bisht
New Delhi
Summary
Results-oriented professional with a strong background in customer engagement and sales strategy. Demonstrated success in guiding high-net-worth clients and ensuring regulatory adherence, ready to leverage expertise to accelerate portfolio growth and client satisfaction.
Overview
2
2
Languages
11
11
years of professional experience
Work History
Regional Head Sales- Wealth
ICICI Bank Ltd.
New Delhi
07.2025 - Current
- Grew the wealth portfolio for the region by 30.20% (from 480cr to 625cr)
- Focused on acquiring and retaining high-net-worth and ultra-high-net-worth clients to expand portfolio offerings.
- Drive sales across mutual funds, structured products, and advisory services.
- Directed regional strategy to enhance customer engagement and satisfaction.
- Evaluated market trends to identify regional growth opportunities.
- Oversaw team operations to maintain alignment with banking regulations and policy requirements.
- Led staff training initiatives to improve service quality and workplace productivity.
Investment Specialist
ICICI Bank Ltd.
New Delhi
02.2022 - 07.2025
- Guided clients in selecting suitable investment options based on comprehensive market trend analysis.
- Evaluated portfolio performance, identifying key opportunities and risks to inform investment strategies.
- Conducted market research on financial trends, uncovering emerging investment opportunities for client benefit.
- Designed financial plans aligned with individual client goals.
- Partnered with team members to strengthen customer service strategies.
Wealth Manager
ICICI Bank Ltd.
New Delhi
04.2020 - 02.2022
- Provided comprehensive wealth management for high net worth individuals, focusing on tailored asset allocation, retirement planning, estate planning, and tax management strategies.
- Advised clients with customized investment recommendations informed by market trends and individual goals.
- Directed client portfolio management to align investment strategies with financial objectives and risk tolerance.
- Collaborated with subject matter specialists to design integrated wealth management solutions.
- Guided clients in selecting financial products and services to enhance informed decision-making.
- Enhanced client relationships through proactive communication and personalized service support.
- Built enduring client relationships through ongoing investment reviews and scheduled consultations.
- Applied regulatory standards across all financial transactions and advisory activities.
Privilege Banker
ICICI Bank Ltd.
New Delhi
05.2015 - 04.2020
- Cultivated strong relationships with high-net-worth clients to understand financial needs.
- Delivered personalized banking solutions tailored to individual client profiles.
- Conducted regular account reviews to maintain client satisfaction and retention.
- Identified opportunities for cross-selling additional products or services which could benefit customers' finances.
- Managed client deposits, withdrawals and transfers while adhering to all relevant laws and regulations.
- Collaborated with compliance teams to ensure adherence to regulatory standards.
- Developed strategies for increasing revenue through new investments or product launches.
Education
Post Graduate Diploma in Banking -
Manipal University
07-2015
Bachelors in Business Economics (BBE) -
Delhi University
New Delhi, India08-2013
Senior Secondary -
Tagore International School
New Delhi, India04-2010
NISM Series XXI-A: Portfolio Management Services distributors Certificate -
NISM
NISM Series V-A: Mutual Fund Distributors Certificate -
NISM
Skills
- Investment management
- Investment advising
- Market research
- Sales management
- Regulatory adherence
- Client engagement
Languages
English
Proficient (C2)
C2
Hindi
Native
Native
Timeline
Regional Head Sales- Wealth
ICICI Bank Ltd.
07.2025 - Current
Investment Specialist
ICICI Bank Ltd.
02.2022 - 07.2025
Wealth Manager
ICICI Bank Ltd.
04.2020 - 02.2022
Privilege Banker
ICICI Bank Ltd.
05.2015 - 04.2020
Post Graduate Diploma in Banking -
Manipal University
Bachelors in Business Economics (BBE) -
Delhi University
Senior Secondary -
Tagore International School
NISM Series XXI-A: Portfolio Management Services distributors Certificate -
NISM
NISM Series V-A: Mutual Fund Distributors Certificate -
NISM