Kislaya Srivastava
Bengaluru
Summary
Motivated Private Banker with a solid background in providing high net worth clients with personalized financial services. Possess strong skills in wealth management, portfolio growth strategies, and relationship building. Proven track record of developing new business opportunities and fostering client loyalty. Demonstrated ability to deliver top-level customer service while maintaining strict compliance with banking regulations and standards.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Private Banker
ICICI Bank
Bengaluru
04.2025 - Current
- Worked closely with Ultra High Net Worth Individuals including Salaried and Business Banking segment.
- Managed AUM size of over 100 crore.
- Developed tailored solutions to meet individual banking needs.
- Helped clients protect and create assets through variety of investment strategies.
- Dealt in product like Equities, Alternates, Fixed Income and Lending Solutions.
- Answered customer queries and explained available services within the banking domain.
- Managed Amazon India, as a GCC Ecosytem
Wealth Manager
ICICI Bank
05.2022 - 03.2025
- Monitored portfolio performances of clients, rendered wealth management, investment and insurance services.
- Identified opportunities by cementing relationship with existing clients to cross-sell Third Party Products(TPP).
- Developed new clients and interacted with key decision makers for generation of additional business.
- Imparted process and product training to new hires.
- Roles and Responsibilities
ERC Associate
Amazon Development Center
10.2016 - 06.2018
- Managed payroll to reflect accurate status
- Rolled out a new performance enhancer tool that improved our overall performance and reduces the time required by 40%.
- Managed a team of 16 and led them towards achieving higher goal.
- Dazzler Award for resolving most issues in a month in the year 2018 and a Peer Recognition Award for significant contribution in 2016 and 2017.
- Roles and Responsibilities
- Significant Contributions/ Awards/ Outcomes
Education
PGDM - Marketing
T A Pai Management Institute, Manipal
05-2022
B. Tech - Mechanical
KIIT University, Bhubaneswar
06-2016
Class XII -
Little Flower School, Gorakhpur
06-2011
Class X -
Little Flower School, Gorakhpur
06-2009
Skills
- Portfolio management
- Investment strategies
- Wealth management
- Team leadership
- Sales negotiation
- Financial planning
Certification
- Financial Modelling and Valuation - Internshala, August 2022: This training covers financial modelling tools, Investment decision techniques and its applications, Financial Statement Analysis and Valuation (DCF Method)
- Product Management - University of Virginia, Darden School of Business, February 2022: This training involves the complete modern fundamentals of product management
- Advance Excel - Udemy, July 2020: A comprehensive course that covers from basic to advance level of Excel
- Sales Training: Practical Sales Technique - Udemy, July 2020: This course covers the intricacies of sales including art of pitching
- Google Digital Marketing - Google, May 2020: This course covers the basic understanding about Google Digital Marketing
Languages
Hindi and English
Projects
Finaltics - WFH, Feb 2022- April 2022: Analytical, research, patience, and discipline. As an Equity Market Analyst, I have to invest and trade in BSE 500, and I have to do analysis of four companies from two separate industries.
Accomplishments
- Finaltics - WFH: Got Finscore of 100/100 by outperforming the BSE 500 Index and received letter of recommendation from Finaltics’ Founder
- Becoming an Entrepreneur - IIT Bhubaneswar: 5th all India Rank, the aim of this competition was to generate 10x revenue in a month with the capital of 10k
SUMMER INTERNSHIP
- Laudco Media - Marketing Intern (Digital Marketing Agency) 03 May 2021- 30 June 2021
- Project Title: Digital Marketing, Solutioning & Pitching
- Objective: To create social media strategies for better customer outreach. To persuade companies and influencers to work with the company
- Key Deliverables: Successfully onboarded 10 influencers to work with our company. Closed a deal with one clothing brand
- Prepared digital strategies for some of our potential customers
- Learning: Digital Marketing, Influencer Marketing, Making strategies for better outreach, Persuasion
Timeline
Private Banker
ICICI Bank
04.2025 - Current
Wealth Manager
ICICI Bank
05.2022 - 03.2025
ERC Associate
Amazon Development Center
10.2016 - 06.2018
PGDM - Marketing
T A Pai Management Institute, Manipal
B. Tech - Mechanical
KIIT University, Bhubaneswar
Class XII -
Little Flower School, Gorakhpur
Class X -
Little Flower School, Gorakhpur
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