- Travelling
- Running
- Playing guitar
Monish Arul Ronald
Wealth Relationship Manager
F2A, T17, Lotus Pond, OMR, Kelambakkam, Chennai
Summary
Innovative Executive who demonstrates talent for turning around flagging operations and spearheading growth through proactive leadership. Going forward with data-driven approaches to personnel management, benefits administration and organizational development. Record of success in improving recruitment and retention from my previous internships.
Overview
5
5
years of post-secondary education
5
5
Certifications
4
4
Languages
Work History
Wealth Relationship Manager
ICICI Bank
Chennai
05.2022 - Current
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business plans.
- Exceeded goals through effective task prioritization and great work ethic. Involved in the login of High value Home Loan cases for around 3.5 Crores within 2 months of joining.
- Increased customer satisfaction by resolving issues.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Managed team of employees from different domains relevant to the business I operate in.
- Working on the MIS and reaching out to clients based on that.
- Apply prior data analytics experience to evaluate the challenge. opportunity and ways to reach the solution.
- Following up and tracking each query or service request to completion at the fastest time.
Education
MBA - Marketing And Human Resources
Loyola Institute of Business Administration (LIBA)
Chennai 07.2020 - 04.2022
BSW - Social Work
Madras Christian College
Chennai 07.2016 - 04.2019
No Degree - Diploma in Human Resource Management
Madras Christian College
Chennai 04.2001 -
Skills
Business Development
Certification
NISM Mutual Fund Distributors Certification
Accomplishments
- National Level SpellBee International Participant
- Full Attendance Award 2016
- Finalist of Case study Competition - Techniche, IIT Guwahati
Interests
Timeline
NISM Mutual Fund Distributors Certification
07-2022
IC- 38 Insurance Corporate Agents
07-2022
Wealth Relationship Manager
ICICI Bank
05.2022 - Current
Foundations: Data, Data everywhere by Google
07-2021
Introduction to Financial Markets - Indian School of Business
09-2020
MBA - Marketing And Human Resources
Loyola Institute of Business Administration (LIBA)
07.2020 - 04.2022
Fundamentals of Digital Marketing by Google
05-2020
BSW - Social Work
Madras Christian College
07.2016 - 04.2019
No Degree - Diploma in Human Resource Management
Madras Christian College
04.2001 -
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