Madhusmita Behera
Bhubaneswar
Summary
Wealth and Trade Manager with over 5 years of experience in banking and financial services, currently at ICICI Bank. Specializes in wealth advisory, investment planning, and trade finance, focusing on HNI portfolio management and customer acquisition. Skilled in financial analysis, regulatory compliance, and optimizing operations through automation. Proven track record in client relationship building, vendor negotiations, and exceeding performance targets in competitive markets.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth and Trade Manager
ICICI Banking Ltd.
Bhubneswar
08.2019 - Current
- Conducted due diligence on customers, obtaining various records to demonstrate suitability for loan applications.
- Assessed the efficacy of operational processes, seeking developments and automation opportunities for improved banking efficiency.
- Boosted customer base, acquiring new customers, and identifying needs to deliver relevant products.
- Conducted in-depth KYC compliance checks and due diligence, ensuring adherence to regulatory standards and internal risk policies.
- Analyzed client financial statements and investment reports to identify opportunities for portfolio improvement.
- Negotiated with vendors and service providers to secure cost-effective solutions for marketing activities.
- Built and maintained strong relationships with HNI (High Net-Worth Individual) clients, ensuring high levels of client satisfaction and retention.
- Negotiated contracts with suppliers to establish quality, cost, and delivery requirements.
- Engaged with customers to better understand their needs, and deliver excellent service.
- Conducted regular market research, industry benchmarking, and competitive analysis to identify growth opportunities and evolving client needs.
Education
Bachelor of Commerce - Accountancy
Ravenshaw University
01.2016
MBA - Finance & Marketing
Ravenshaw University
Skills
- Wealth and investment management
- Client relationship management
- KYC compliance and risk assessment
- Financial planning and advisory services
- Cross-selling and revenue growth
- Market and competitive analysis
- CRM tools (Salesforce, Finacle)
- Portfolio management
- Time management proficiency
- Price negotiation
Certification
Data Science & Machine Learning, Data is Good
Awards
Employee of the Year, ICICI Bank, 2022
Languages
- English
- Hindi
Timeline
Wealth and Trade Manager
ICICI Banking Ltd.
08.2019 - Current
Bachelor of Commerce - Accountancy
Ravenshaw University
MBA - Finance & Marketing
Ravenshaw University
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