PRIYANKA DHAWAN
Noida
Summary
Results-driven professional with 9+ years of strong background in client relationship management and operational effectiveness. Track record of maintaining high satisfaction rates and overseeing ₹300+ crore in assets under management. Expertise in leveraging analytical and interpersonal skills to enhance client engagement and deliver personalized financial solutions.
Overview
9
9
years of professional experience
Work History
Assistant Vice President
TriGen Wealth Pvt Ltd
Gurgaon
09.2025 - Current
- Managed servicing for HNI and ultra-HNI clients, driving high satisfaction and retention rates.
- Oversaw ₹300+ crore AUM across portfolios managed by 3 to 4 relationship managers, ensuring seamless execution.
- Executed end-to-end client transactions, account management, and service requests with high accuracy.
- Collaborated with internal teams, custodians, and partners to enhance operational workflows.
- Supported portfolio management, client engagement, and reporting activities to elevate client experience.
Senior Manager
LGT Wealth India Pvt Ltd.(earlier Validus Wealth)
Gurgaon
11.2019 - 08.2025
- Promoted to senior manager in August 2022 after initial managerial role.
- Managed portfolio of high-net-worth and ultra-high-net-worth clients, ensuring exceptional service levels.
- Delivered outstanding customer service through in-depth product knowledge and effective client interactions.
- Coordinated resources for efficient execution of client transactions and requests.
- Provided personalized services to enhance sales and elevate customer satisfaction.
- Exhibited strong analytical, problem-solving, and interpersonal skills while adapting to new software applications.
- Demonstrated comprehensive knowledge of financial products including mutual funds, PMS, AIF, bonds, insurance, NPS, and private equity.
- Utilized expertise with NSE MF, BSE Star MF, CAMS, Karvy, and various online portals.
Wealth Manager
ICICI Securities Ltd.
Gurgaon
09.2017 - 11.2019
- Worked as Associate Wealth Manager for 1.5 years and got promoted as a Wealth Manager.
- Acquiring and managing HNI/Ultra HNI clients.
- Cross selling investment products and services to both new as well as existing customers based on their risk-return profile and time horizon.
- Driving sales by providing solutions to customer's financial needs through investment advisory.
- Developing new relations through references, client events and other sources.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieving sales targets and exceeding goals through work ethics.
Education
MBA - Finance And Marketing
Amity University
Noida08.2017
Bcom - Finance
Panjab University
Punjab05.2015
Skills
- Sales assistance and growth
- Operational effectiveness
- Client relationship management
- Rapid learning
- Customer service excellence
- Financial reporting
- Issue resolution
Additional Information
- Organized various client events in last 2 years with Industry specialists as the speakers.
- Managed marketing event named "BIZBASH" during college days.
- Attended workshops and seminars on capital market and Investment Regulations.
- Internship of 3 months in 2016 at Maruti Suzuki and worked on Oracle Software.
- Awarded Rank 2 for raising highest business in wealth category(PMS,Bonds) at ICICI Securities.
- Qualified various life insurance contests at ICICI Securities.
Timeline
Assistant Vice President
TriGen Wealth Pvt Ltd
09.2025 - Current
Senior Manager
LGT Wealth India Pvt Ltd.(earlier Validus Wealth)
11.2019 - 08.2025
Wealth Manager
ICICI Securities Ltd.
09.2017 - 11.2019
MBA - Finance And Marketing
Amity University
Bcom - Finance
Panjab University