Manali More
senior manager - wealth management
Mumbai
Summary
Experienced senior wealth manager with a proven 7-year track record managing high-net-worth client portfolios. Skilled in developing and implementing comprehensive financial strategies to drive consistent growth and build long-term client relationships. Proficient in risk management, investment planning, and wealth preservation techniques to maximize client outcomes.
Overview
8
8
years of professional experience
2017
2017
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Senior Wealth Manager
ICICI Bank
04.2024 - Current
- Successfully manage a portfolio of over $50 million in assets for high-net-worth clients.
- Develop and implement customized investment strategies tailored to clients' financial goals and risk tolerance.
- Foster strong client relationships through regular communication, reviews, and financial updates.
- Conduct thorough analysis of portfolio performance and market trends to optimize investment decisions.
- Lead a team of junior wealth managers and analysts, providing mentorship and strategic direction.
Wealth Manager
ICICI Bank
06.2023 - 04.2024
- Created comprehensive financial plans including retirement, tax, and estate planning for a diverse client base.
- Implemented effective risk management strategies to safeguard client assets and mitigate market volatility.
- Achieved a 25% increase in client base through targeted marketing and exceptional service delivery.
- Prepared detailed financial reports and presented findings to clients, ensuring transparency and trust.
Operations Manager
Axis Bank
09.2017 - 04.2023
- Managed and grew a portfolio of 300+ clients, achieving a 20% increase in deposits and a 15% increase in loan growth within the first year.
- Developed and maintained strong client relationships through regular follow-ups, personalized financial solutions, and superior customer service.
- Led, trained, and mentored branch staff, fostering a collaborative and productive work environment.
- Ensured compliance with all banking regulations and internal policies, achieving a 100% compliance rate during audits.
- Implemented strategies to enhance branch performance, resulting in a 25% increase in overall branch sales.
- Identified and mitigated operational risks within the branch, maintaining a secure and compliant environment.
- Supported client meetings, providing insights and recommendations based on financial analysis.
- Handled administrative tasks including portfolio tracking and report generation.
Education
Master of Business Administration (MBA) - Finance
Mumbai University (VESIM)
Bachelor of Management Studies - undefined
Mumbai University (KJ Somaiya College of Science & Commerce)
Skills
- Strategic financial planning
- Portfolio management
- Client relationship management
- Data analysis proficiency
- Team leadership
- Investment portfolio management
- Business development & Sales
- Customer loyalty development
- Asset protection strategies
- Effective multitasking
- Regulatory & Ethical compliance
- Analytical & Technological proficiency
Certification
National Institute of Security Market (NISM VA), [Month/Year]
Interests
Investment Research
Traveling
Badminton
Timeline
Senior Wealth Manager
ICICI Bank
04.2024 - Current
Wealth Manager
ICICI Bank
06.2023 - 04.2024
Operations Manager
Axis Bank
09.2017 - 04.2023
Bachelor of Management Studies - undefined
Mumbai University (KJ Somaiya College of Science & Commerce)
Master of Business Administration (MBA) - Finance
Mumbai University (VESIM)
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