Rashmi N
Manager
Summary
Energetic community outreach manager experienced in creating and completing outreach programs in urban communities.Highly skilled and experienced wealth manager seeking a challenging position at a reputed organization.
Overview
4
4
years of professional experience
8
8
years of post-secondary education
3
3
Languages
Work History
Priority Relationship Manager
Standard Chartered
01.2024 - Current
- Responsible for nurturing HNI client relationships through continuous client engagements and risk profiling
- The position entails client management and acquisition with a key focus on expanding the Asset under Management
- Provide financial solutions to the Priority customers while maintaining high service standards
Wealth Relationship Manager
ICICI Bank
04.2021 - 05.2024
- Conducted comprehensive financial analysis to understand clients' needs, risk tolerance, and investment objectives
- Developed and implemented customised wealth management plans, aligned with clients goals and objectives
- Monitored portfolio performance, assessed risk levels, and provided regular reports to clients, highlighting progress, and recommending adjustments when necessary
- Proactively manage customer concerns and complaints, conducting thorough investigations and implementing corrective actions to drive customer satisfaction
Education
MBA -
Presidency University
04.2021 - 05.2024
B.com - undefined
Vidya Ashram
01.2016 - 01.2019
PUC - undefined
Anikethana PU College
01.2014 - 01.2016
Skills
- Basic Animation
- Basic Excel
Accomplishments
- Received Employee of the month in every month
- Promoted from assistant manager to deputy manager (ICICI)
- Outstanding achievement net sales (Standard Chartered)
Timeline
Priority Relationship Manager
Standard Chartered
01.2024 - Current
Wealth Relationship Manager
ICICI Bank
04.2021 - 05.2024
MBA -
Presidency University
04.2021 - 05.2024
B.com - undefined
Vidya Ashram
01.2016 - 01.2019
PUC - undefined
Anikethana PU College
01.2014 - 01.2016
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