Desired Job Title
Deputy Manager - Wealth and TradeMarketing and Financial Strategies InternWork Type
Full TimeLocation Preference
On-SiteLocation: Vijayawada, AP, IN
Open to relocation: Yes
Mule Vishnu
Deputy Manager - Wealth and Trade
Vijayawada,AP
Work Preference
Summary
Dynamic finance professional with a robust foundation in banking, financial analysis, and customer relationship management. Proven expertise in wealth management, mutual funds, and investment-related products, complemented by advanced proficiency in Microsoft Excel, Power BI, and data analysis. Recognized for strong analytical abilities and effective communication skills, dedicated to driving business growth and delivering strategic financial solutions that create lasting value. Committed to continuous learning and adapting to evolving market trends to enhance client experiences and outcomes.
Overview
4
4
Languages
3
3
Certification
2
2
years of professional experience
Work History
Deputy Manager - Wealth and Trade
ICICI Bank Limited
09.2025 - Current
- Directed management of 40 customer portfolios by offering personalized advisory solutions for banking requirements.
- Recognized new business opportunities that enhance revenue generation and advance customer satisfaction.
- Resolved customer inquiries promptly, improving service delivery and client relationships.
- Executed account management tasks, maintaining accurate records and timely updates.
Marketing and Financial Strategies Intern
AIM India co.
08.2024 - 10.2024
- Conducted comprehensive market research and financial analysis to support strategic decision-making.
- Improved budget efficiency by 15% through the development of financial strategies.
- Supported the execution of digital marketing campaigns to drive customer outreach and retention.
- Maintained project documentation to ensure compliance with internal standards and facilitate knowledge sharing.
Education
BBA - New Ventures And Family Business operations
Reva University
Bengaluru, India06-2025
Skills
- Advanced Excel proficiency
- Experience with Google Analytics
- Data analysis proficiency
- Customer relationship management
- Sales and marketing experience
- Investment management
- Financial assessment
- Sales growth
- Problem-solving
Certification
- IRDA CERTIFICATE, Insurance Regulatory and Development Authority of India (IRDAI) Mar 2026
- NISM V A Mutual Funds Certification, Securities and Exchange Board of India (SEBI) Feb 2026
- Lean Six Sigma - Yellow Belt, Sparen & Gewinn Consulting Jan 2024
Language
Telugu - Native
English - Proficient & Fluent
Hindi - Good Working Knowledge
Kannada - Good Working Knowledge
Timeline
Deputy Manager - Wealth and Trade
ICICI Bank Limited
09.2025 - Current
Marketing and Financial Strategies Intern
AIM India co.
08.2024 - 10.2024
BBA - New Ventures And Family Business operations
Reva University