Geeta Jadhav
Mumbai
Summary
Dedicated Wealth Relationship Manager with extensive experience in portfolio management and wealth strategy. Known for building strong client relationships and conducting thorough market research to deliver tailored financial solutions that align with client goals.
Overview
7
7
years of professional experience
Work History
Wealth Relationship Manager
IDFC FIRST BANK
MUMBAI
09.2025 - Current
- Developed personalized financial plans for clients to enhance wealth management strategies.
- Assisted clients in understanding investment options and market trends for informed decisions.
- Conducted regular portfolio reviews to ensure alignment with client financial goals and objectives.
- Engaged in networking activities to build connections and expand the client base proactively.
- Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
Customer Service Officer
IDFC FIRST BANK
Mumbai
12.2022 - 08.2025
- Assisted customers with account inquiries and service requests.
- Resolved customer complaints efficiently and professionally.
- Handled escalated issues to ensure customer satisfaction and retention.
- Established trustful relationships with customers through effective communication skills.
- Handled escalated customer complaints and disputes in a professional manner.
- Ensured compliance with applicable laws and regulations related to customer service activities.
- Managed cash register operations while maintaining proper cash handling procedures.
- Monitored system performance to ensure timely completion of remittance tasks.
- Led team meetings to discuss project updates and operational challenges.
- Developed training materials for new staff to enhance onboarding processes.
- Implemented process improvements to streamline daily operations and increase efficiency.
Relationship Manager
ICICI BANK
MUMBAI
09.2018 - 12.2022
- Managed client relationships to enhance customer satisfaction and loyalty.
- Conducted regular reviews of client accounts and identified opportunities for growth.
- Processed home loan applications efficiently and accurately.
- Coordinated with underwriters to resolve loan processing issues.
- Developed and executed trading strategies for currency pairs.
- Identified needs of customers promptly and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Managed cash register operations while maintaining proper cash handling procedures.
- Trained, developed, and provided performance management initiatives to audit staff.
Education
Bachelor of Accounting - B.com
Bhavan's College
MUMBAI03-2018
H.S.C
Kirti College
Mumbai03-2013
Grade 10th - S.S.C
Shardhashram Vidya Mandir
Mumbai 03-2012
Skills
- Financial planning
- Investment analysis
- Portfolio management
- Wealth strategy
- Market research
- Customer relationship management
Languages
English
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Wealth Relationship Manager
IDFC FIRST BANK
09.2025 - Current
Customer Service Officer
IDFC FIRST BANK
12.2022 - 08.2025
Relationship Manager
ICICI BANK
09.2018 - 12.2022
Bachelor of Accounting - B.com
Bhavan's College
H.S.C
Kirti College
Grade 10th - S.S.C
Shardhashram Vidya Mandir