Kanchan Saini
Rewari
Summary
Dynamic Private Banker with ICICI Bank Ltd, excelling in client relationship management and financial planning. Proven track record in developing tailored investment strategies and enhancing service efficiency for HNI clients. Adept at risk management and leading teams to achieve high customer satisfaction, driving significant business growth through innovative solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Banker
ICICI Bank Ltd
04.2024 - Current
- Develope and maintain strong relationships with HNI clients, acting as their primary point of contact for all banking needs.
- Understand clients financial goals, and provide tailored solutions.
- Conduct regular portfolio reviews and risk profiling to ensure alignment with clients objectives.
- Ensure timely resolution of client queries and concerns, maintaining high standards of service quality.
- Regularly update client contact information and maintain accurate records to ensure seamless communication.
Wealth Manager
ICICI Bank Ltd
New Delhi
03.2022 - 03.2024
- Provided consultancy related to complete financial planning, tax planning, retirement planning, investments, etc.
- Developed and reviewed customer service standards, procedures and policies
- Enhanced service efficiency and managed relationships to maintain a client base of ‘HNI’ and ‘Ultra HNI’ clients
- Managed service staff to ensure desired customer satisfaction levels are met.
- Provided direction, feedback, and performance reviews to staff.
- Liaised with other managers and staff members to determine the correct response to issues.
- Kept records of customer interactions, including the details of actions taken.
- Created customized investment plans using a range of products such as mutual funds, fixed income, equity, PMS and AIFs and for each affluent client
- Maximized business growth through competent customer service, and prompt communication and follow-up.
- Used knowledge of business, banking, finance and credit risk management to identify, recommend and promote products and solutions that best serve the clients while still working within the risk parameters that protected the bank.
- Supervised day-to-day operations in the customer service department.
- Stayed informed on the latest industry techniques and methods
Cloud Consultant
Esconet Technologies Pvt Ltd
New Delhi
08.2020 - 01.2021
- Experienced in solution selling and marketing for products like Public Cloud AWS / Azure / Google /ZeaCloud.
- Identifies and implements innovative business development and sales strategies to increase company profitability by fully leveraging .
- Lead identification through research, networking and use of social media.
- Delivered powerful presentations and an unforgettable impact and a customized proposal with the aim to awe.
- Developed custom investment proposals for interested prospects while working in conjunction with Cloud salesand solutions team.
- Managed customer relationships to procure repeated business and lifetime references.
- Ensured continued customer satisfaction levels and develop Future image as a trustworthy, capable and areliable technology partner.
Education
MBA - Marketing
Amity Business School
Noida 06-2020
BBA - General Studies
Maharshi Dayanand University
Haryana07-2018
Skills
- Client relationship management
- Portfolio management
- Financial planning
- Investment strategies
- Market Research
- Result Oriented
- Risk Management
- Leadership
- Project Management
Certification
- AMFI Certificate
- IRDA Certified
- PMS Certified
Languages
English
First Language
Hindi
Intermediate (B1)
B1
English
Intermediate (B1)
B1
Internships
Outlook Group (May2019- June 2019)
- Concluded the Importance of CRM in Magazine Industry through the tele calling as Sales Intern
- Appreciation Certificate for completed the Sales target given by the Company.
ProSports 11 (Feb 2019- Mar 2019)
- Marketing and Sales Live Project in “Think quant Solution: ProSports.
DRI (Pahwa Group)(Feb 2019 – Mar 2019)
- Live Project on Market Research on supply side and competition for New Product.
- Appreciation Certificate for excellent performance.
WebCreatify
- Marketing & Sales Project for ePhotofiesta event organised by Web Creatify
- Appreciation Certificate for excellent performance in contribution to Project.
Timeline
Private Banker
ICICI Bank Ltd
04.2024 - Current
Wealth Manager
ICICI Bank Ltd
03.2022 - 03.2024
Cloud Consultant
Esconet Technologies Pvt Ltd
08.2020 - 01.2021
MBA - Marketing
Amity Business School
BBA - General Studies
Maharshi Dayanand University