MOHAMMAD NAVEEL SAIFI
Wealth Relationship Manager
UDHAM SINGH NAGAR ( RUDRAPUR ) UTTARAKHAND
Summary
Proven Wealth Relationship Manager at ICICI BANK LTD, adept in portfolio management and building strong client relationships. Excelled in developing customized financial strategies, enhancing client wealth, and ensuring high satisfaction levels. Skilled in tax planning and effective communication, consistently identified growth opportunities, achieving significant client financial objectives.
Overview
1
1
year of professional experience
1
1
Certification
2
2
Languages
Work History
Relationship Manager, Banking Operations
ICICI BANK LTD
05.2024 - 07.2024
- Developed strong relationships with customers by providing excellent service and advice.
- Provided customer service support for account opening, deposits, withdrawals and loan applications.
- Advised customers on the best financial products that meet their needs.
- Identified opportunities to cross-sell additional products and services to existing customers.
- Assisted clients in setting up online banking services, debit cards.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Analyzed customer feedback surveys to develop strategies for improving services.
Wealth Relationship Manager
ICICI BANK LTD
08.2024 - Current
- Collaborated with other team members to develop customized solutions for clients' wealth management needs.
- Provided timely responses to customer queries regarding their financial matters via email or phone calls.
- Participated in regular meetings with senior managers to discuss business development strategies.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Conducted detailed analysis of client portfolios to identify opportunities for improvement.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Education
Bachelor of Arts - Political Science
SARDAR BALLABH BHAI PATEL COLLEGE
BAREILLYPost Graduate Diploma - Banking And Finance
MANIPAL ACADEMY OF BANKING AND FINANCE
BANGALORE04.2024
Skills
Tax planning
Accomplishments
- WON THE ICICI BANK SECTION WISE CRICKET TOURNAMENT AS A CAPTAIN IN MANIPAL ACADEMY
Certification
NISM V A EXAM FOR MUTUAL FUND DISTRIBUTION
Timeline
Wealth Relationship Manager
ICICI BANK LTD
08.2024 - Current
Relationship Manager, Banking Operations
ICICI BANK LTD
05.2024 - 07.2024
NISM V A EXAM FOR MUTUAL FUND DISTRIBUTION
02-2024
Bachelor of Arts - Political Science
SARDAR BALLABH BHAI PATEL COLLEGE
Post Graduate Diploma - Banking And Finance
MANIPAL ACADEMY OF BANKING AND FINANCE
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