Summary
Overview
Work History
Education
Skills
Timeline
Generic
Nitin Waghela

Nitin Waghela

Mumbai

Summary

Experienced NRI relationship manager with a substantial book size, providing comprehensive banking solutions tailored to high net worth individuals. Expertise includes investment advisory and regulatory compliance, ensuring clients receive optimal financial guidance. Proven ability to resolve complex customer queries while managing multiple banking products, contributing to overall client satisfaction and retention. Demonstrated success in enhancing service delivery within a branch environment characterized by significant portfolio management.

Overview

5
5
years of professional experience

Work History

Relationship Manager

ICICI BANK
MUMBAI
10.2023 - Current
  • NRI relationship manager handling book size of more then 70 crores.
  • Providing banking solutions to NRI customer and providing best banking service.
  • Providing investment opportunities to the NRI customer as well as providing solutions to tax related query’s solved.
  • Working in a branch where portfolio and book size of branch is 5000 crores.

Lifestyle Concierge

Aspire Lifestyles India Pvt Ltd
Mumbai
10.2022 - 10.2023
  • Dealing with only high networth individuals and providing services.
  • Resolving customer queries
  • Working with multiple bank credit card offer.

Customer Service Executive

Athena Bpo
Mumbai
11.2020 - 03.2022
  • Achieving Targets
  • Coming with new sales techniques
  • Maintaining client records

Education

Bachelor of Banking And Insurance - Banking And Insurance

Tolani College of Commerce
Mumbai
01-2019

Secondary Education - Commerce

SM SHETTY HIGH SCHOOL & JUNIOR COLLEGE
Mumbai
01-2016

Maharashtra State Board - Primary Education

Bombay Cambridge School
Mumbai
01-2014

Skills

  • Client relationship management
  • Investment advisory
  • Regulatory compliance
  • Financial analysis

Timeline

Relationship Manager

ICICI BANK
10.2023 - Current

Lifestyle Concierge

Aspire Lifestyles India Pvt Ltd
10.2022 - 10.2023

Customer Service Executive

Athena Bpo
11.2020 - 03.2022

Bachelor of Banking And Insurance - Banking And Insurance

Tolani College of Commerce

Secondary Education - Commerce

SM SHETTY HIGH SCHOOL & JUNIOR COLLEGE

Maharashtra State Board - Primary Education

Bombay Cambridge School
Nitin Waghela