Geethanjali R
Coimbatore
Summary
Wealth Relationship Manager with 4 years of experience in the banking sector, adept at managing high-net-worth individual portfolios and delivering tailored investment strategies. Proven ability to build and nurture long-term client relationships while identifying lucrative investment opportunities. Expertise in cross-selling banking products and ensuring compliance with regulatory standards, combined with a strong understanding of market trends. Committed to enhancing client satisfaction through exceptional service and strategic financial solutions that drive portfolio growth.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Manager
Dhanavruksha Financial Services
04.2025 - Current
- Presented financial plans and investment recommendations to clients.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
POINEER RELATIONSHIP MANAGER
INDUSIND BANK
11.2024 - 03.2025
- Managing and growing a portfolio of High Net Worth Individuals (HNIs) by providing personalized banking and financial solutions.
- Identifying and onboarding new affluent clients to expand the bank's affluent customer base.
WEALTH RELATIONSHIP MANAGER
ICICI WEALTH MANAGEMENT
10.2020 - 11.2023
- Handling portfolios of about 600+ HNI clients based on their risk profile and financial goals.
- Managing AUM of 60 crores and helps customer to gain higher returns by regular evaluation of existing investments, restructuring and rebalancing the same for better allocation and diversification.
- Gained vast knowledge in terms of investing, market scenarios and their outcomes.
- Gained Vast knowledge and also has hand on experience in handling Banking operation platforms like Icore, IAS, CRM, FCRM and I view.
- Worked to achieve high customer satisfaction rates by providing optimal customer service.
- Brought forth excellent customer service skills and a commitment to customer satisfaction.
- Advised clients on a range of investment products including mutual funds, bonds, PMS, insurance, and structured products, aligned with their risk appetite and financial goals.
Data Analyst
TIDC India (Murugappa Groups)
05.2019 - 07.2019
- Conducted a survey in the market and analyzed the perception of TIDC products and its competitors among consumers.
- Using Data Analytics submitted the report by comparing the sales revenue over a decade across India and gave marketing strategies to boost the sales.
Education
MBA - MARKETING
PSG INSTITUTE OF MANAGEMENT
Bsc - Computer Systems & Design
PSG College of Technology
Skills
- POWER BI
- SQL
- ICORE
- IAS
Timeline
Manager
Dhanavruksha Financial Services
04.2025 - Current
POINEER RELATIONSHIP MANAGER
INDUSIND BANK
11.2024 - 03.2025
WEALTH RELATIONSHIP MANAGER
ICICI WEALTH MANAGEMENT
10.2020 - 11.2023
Data Analyst
TIDC India (Murugappa Groups)
05.2019 - 07.2019
Bsc - Computer Systems & Design
PSG College of Technology
MBA - MARKETING
PSG INSTITUTE OF MANAGEMENT
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