Md Adeel Noori
Hyderabad
Summary
Wealth Relationship Manager with ICICI Bank Ltd, specializing in client relationship management and financial planning. Demonstrated success in optimizing client portfolios and meeting financial objectives through customized investment strategies. Strong collaborator across departments, consistently delivering high-quality customer service and enhancing client loyalty among high net worth individuals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
ICICI BANK LTD
Hyderabad
08.2023 - Current
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Facilitated achievement of financial goals for customers through tailored investment product guidance.
- Reviewed existing customer portfolios and recommended suitable modifications for enhanced returns.
- Recommended strategies to clients to help achieve financial goals.
- Recommended appropriate banking products, and investment related products based on identified banking needs.
- Fostered customer satisfaction and loyalty by establishing strong relationships.
- Worked alongside various departments to deliver cohesive banking services.
- Maintained legal and ethical standards in transactions, ensuring compliance with regulations.
Privileged Banker-Relationship Manager
ICICI BANK LTD
Hyderabad
04.2021 - 07.2023
- Maintained productivity and ensured compliance in branch operations.
- Managed liability and asset products, including savings accounts, fixed deposits, and investment products.
- Provided customized advice to the client based on their individual needs and goals.
- Utilized Financle software and FCRM to enhance operational efficiency.
Education
MBA - International Business
Pondicherry University
Puducherry, India08-2018
Skills
- Client relationship management
- Investment knowledge
- Financial planning and analysis
- Portfolio management
- Sales strategies
- Customer service
- Communication skills
- Problem solving
- Cross-department collaboration
Certification
- Insurance and Regulatory Development Authority of India (IRDA), 2021-07-07
- Association of Mutual Funds in India, 2023-10-10
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Urdu
Intermediate (B1)
B1
Timeline
Wealth Relationship Manager
ICICI BANK LTD
08.2023 - Current
Privileged Banker-Relationship Manager
ICICI BANK LTD
04.2021 - 07.2023
MBA - International Business
Pondicherry University
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