Pooja Laddha
Wealth Manager
Bhopal,MP
Summary
With 7+ years of experience across Banking, Insurance, and Advertising sectors, I am proficient in managing sales, customer service, and operations. Known for leading teams to drive business growth and client satisfaction, I excel in strategizing initiatives and enhancing processes to boost efficiency and profitability.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Wealth Relationship Manager
ICICI Bank
05.2023 - 08.2023
- Build and maintain strong, trust-based relationships with HNIs and affluent clients
- Conduct client meetings to understand financial objectives, risk appetite, and investment preferences
- Regularly communicate with clients to provide updates on portfolio performance and address inquiries or concerns promptly
- Act as the primary point of contact for all wealth management-related needs
- Conduct in-depth financial analysis to assess clients' current financial situations and future aspirations
- Develop comprehensive financial plans tailored to each client's unique goals and circumstances
- Recommend suitable investment strategies, asset allocation, and financial products based on clients' risk profiles and market trends
- Monitor and rebalance portfolios periodically to align with changing market conditions and clients' changing needs
- Identify new business opportunities and expand the client base by proactively networking and seeking referrals
- Collaborate with the marketing team to execute targeted marketing campaigns and events to attract potential clients
- Ensure compliance with all regulatory guidelines and internal policies in the delivery of wealth management services
- Conduct due diligence on investment products and financial instruments to assess risk and suitability for clients
- Collaborate with cross-functional teams within ICICI Bank to leverage expertise and provide holistic financial solutions
- Mentor and support junior team members, providing guidance and knowledge- sharing
Preferred Relationship Manager
HDFC
12.2020 - 03.2023
- Maintained knowledge of banking products and distribution to provide optimal service support
- Coordinated with teams and assisted clients in providing optimal financial advice on various banking products
- Monitored client requirements, identified prospective opportunities, and assisted in increasing revenue
- Analyzed financial products and recommended appropriate products to clients
- Developed and maintained bank revenue goals
- Managed all product inquiries for clients and provided direct and indirect solutions
- Designed strategies to retain present businesses and for acquiring prospective clients
- Managing cross-sell products, credit cards, Assets, Life insurance, General Insurance, and Mutual Funds.Analyzing issues and queries raised by clients provides the best solution possible
Assistant Manager
Yes Bank
12.2016 - 10.2020
- Primarily responsible for acquiring new corporate through area mapping, cold calling, and references
- To acquire top management accounts
- Managing cross-sell products, credit cards, Assets, Life insurance, General Insurance, and Mutual Funds
- Analyzing issues and queries raised by clients provides the best solution possible
- Opening accounts for new hires in different corporate & subsequently yielding revenues for the bank through corporate salary accounts and developing & maintaining better relationships with existing client base by solving service-related issues, doubts, and queries
- Conducting tax planning sessions in corporate.
Executive
RA Creatives
02.2015 - 11.2016
- Planning Campaign and Client Servicing
- Handling client's queries and resolving them
- Organizing events for our corporate clients
- Coordination with graphic designers to create creatives for clients
- We have been assigned targets to increase the client base for the organization.
Education
MBA - Marketing
Prestige Institute Of Management
07.2014 - 05.2016
B.E - Electronics And Communication
Shri Venkteshwar Institute of Technology
07.2008 - 05.2012
Post Graduation Certification - Digital Marketing
MICA
11.2023 - 05.2024
Skills
Planning and Coordinationundefined
Accomplishments
- In 2021 my aggregate insurance value was 80 lakhs (HDFC) Won the MDRT CONTEST 2022-23 for USA and achieved life insurance of 60 lakhs
- Won the Mega March Udaipur contest (HDFC)
- Won the Bollywood night contest in Insurance (HDFC)
- Got my grade promotion in 2018-19
- Won the Spain Contest 2017-18 in insurance
- Rewarded best CCRP in West for retail assets in Nov 2018 to Jan 2019 Rewarded best CCRP in MMR for a credit card in Nov 2018 to Jan 2019
- Rewarded best CCRP in West for insurance in Nov 2018 to Jan 2019 Won the gold coin in an Insurance contest in Feb 2019
Certification
NISM- V A Mutual Fund Distributors Certification Exam
Additional Information
- Date of Birth - 02/07/1990
- Marital status - Married
- Address - E-1 Vijay Nagar near Shiv Mandir Lalghati Bhopal
Timeline
Post Graduation Certification - Digital Marketing
MICA
11.2023 - 05.2024
Wealth Relationship Manager
ICICI Bank
05.2023 - 08.2023
Preferred Relationship Manager
HDFC
12.2020 - 03.2023
Assistant Manager
Yes Bank
12.2016 - 10.2020
Executive
RA Creatives
02.2015 - 11.2016
MBA - Marketing
Prestige Institute Of Management
07.2014 - 05.2016
B.E - Electronics And Communication
Shri Venkteshwar Institute of Technology
07.2008 - 05.2012
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