Neha Shridhar Nagar
Wealth Manager
Ahmedabad
Summary
Experienced with managing high-net-worth client relationships and implementing customized wealth management strategies. Utilizes deep knowledge of financial planning and investment advisory to drive client satisfaction and loyalty. Track record of delivering consistent results through effective communication, analytical skills, and client-focused approach.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Wealth Relationship Manager
ICICI Bank
04.2025 - Current
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Exceeded annual revenue targets through proactive business development initiatives and strong account management skills.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
Royal Relationship Manager
AU Small Finance Bank Limited
04.2022 - 04.2025
- Joined Bank as Platinum relationship officer and got FastTrack promotion within 6 months of Joining of bank, Only Female from Gujarat one region to qualify in Annual RNR of circle where MD CEO of bank was also present.
- Key role in understanding the needs of customers and advising appropriate products.
- Maintaining knowledge on various products and services offered by bank and updated knowledge on various competitor products as well.
- Monitoring customer requests and complaints and ensured its timely resolution.
- Calculating and providing accurate information to customers on returns against investment.
- Handling and sells of all banking products CASA and TD and investment products like MF, GI, LI, All third party products PMS, AIF and also assisting clients in applying loans.
- Seeking and capitalizing on referrals from customers and contributing to Bank's revenue.
Priority Service Relationship Manager
Axis Bank Limited
12.2013 - 03.2022
- Coordinated closely with sales representatives to ensure seamless transitions during the onboarding process for new clients.
- Managed a portfolio of high-value accounts, ensuring timely service delivery and optimal client satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Processing of all Operational and Compliance work
- handling all audit related work
HR Coordinator
Axis Bank Limited
01.2012 - 10.2013
- Handled Issuance of Offer Letters, Joining Documents Verification, Joining of New Candidates, Posting/Orientation, issuance of Appointment Letters.
- Assisted with recruitment process by posting job ads, filtering applications, scheduling interviews, assisting in interview process and drafting offer letters.
- Assisted in payroll processing, ensuring accurate compensation for all employees based on hours worked and applicable deductions.
- Maintained human resources information system and kept employee files up to date and accurate.
- Managed employee relations issues with tact, conducting investigations and providing guidance to managers for resolution.
- Handled Transfers, Resignations, Employee Exits, Appraisals, Confirmations, etc.
Education
Bachelor's degree - Finance and Accountancy
Sahjanand Commerce Collage -Gujarat University
01.2007 - 01.2010
H.S.C - Commerce, Distinction with 75.29%
Gujarat State Education Board
S.S.C - First Class with 64.14%
Gujarat State Education Board
Skills
Portfolio performance monitoring
Retirement planning
Cash flow analysis
Client relationship building
Alternative investments
Wealth preservation strategies
Investment strategies
Certification
IRDAI
Personal Information
- Date of Birth: 10/06/89
- Gender: Female
- Marital Status: Married
Primary Assets
- Good communication skills, written and spoken.
- Confident, self-motivated, driven, result-oriented and highly perseverant.
- Ability to work as team member with experience into team building & leading.
- Interest in accumulating a variety of experiences, for polishing my knowledge.
- Expertise in MS Office.
Timeline
Wealth Relationship Manager
ICICI Bank
04.2025 - Current
Royal Relationship Manager
AU Small Finance Bank Limited
04.2022 - 04.2025
Priority Service Relationship Manager
Axis Bank Limited
12.2013 - 03.2022
HR Coordinator
Axis Bank Limited
01.2012 - 10.2013
Bachelor's degree - Finance and Accountancy
Sahjanand Commerce Collage -Gujarat University
01.2007 - 01.2010
H.S.C - Commerce, Distinction with 75.29%
Gujarat State Education Board
S.S.C - First Class with 64.14%
Gujarat State Education Board