RAVIKUMAR S
Relationship Manager Private Banking
Madurai
Summary
Accomplished Wealth Management Professional with over 15+ years of progressive experience in private banking, financial planning, stock broking, NRI services, and retail banking. Currently serving as a Relationship Manager Private Banking at ICICI Bank, recently absorbed from group company ICICI Securities Ltd, were managing a high-value HNI portfolio of ₹450 Cr AUM. Strong expertise in client relationship management, financial product sales, and operations on platforms like FINACLE. Known for delivering consistent business growth and fostering long-term client trust.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
Private Banking Relationship Manager
ICICI Bank Ltd.
05.2025 - Current
- Company Overview: Recently absorbed by Parent company ICICI Bank
Senior Private Banker
ICICI Securities Ltd.
01.2019 - 05.2025
- Manage a book of ₹450 Cr in Assets Under Management (AUM) for HNI clients.
- Acquire and onboard new high-value clients; delivered ₹35 Cr AUM through 20 new accounts in FY 2019-20.
- Deliver tailored financial solutions including investments, insurance, and banking products.
- Ranked Pan-India Topper in Margin Trading Facility (MTF) with ₹65 Cr AUM (FY 2021-2024).
- Engage regularly with clients through personalized service and face-to-face consultations.
Crown Relationship Manager
The Lakshmi Vilas Bank Ltd.
10.2017 - 09.2018
- Handled key locations and NRI client relationships; acquired ₹4 Cr NTB balances from 40 clients.
- Cross-sold mutual funds, insurance, and asset products to portfolio clients.
- Secured ₹7 lakh in traditional insurance plans.
Relationship Manager, NRI Services
Axis Bank Ltd.
02.2012 - 10.2017
- Managed a portfolio of HNI NRI clients and provided advisory on investments, loans, and financial instruments.
- Rapid career growth: Promoted four times in five years from Executive to Manager.
- Notable performance: Prime Plus Account Pan-India Topper (3 months).
- ₹2.3M Max Life Premium (FY 2015-16) - Double Millionaire Club.
- ₹3.3M Max Life Premium (FY 2016-17) - Triple Millionaire Club.
- ₹1.9 Cr Mutual Fund Sales & ₹1.5L Advance Demat Brokerage.
Relationship Manager
Networth Stock Broking Ltd.
01.2011 - 12.2011
- Delivered 15x brokerage revenues for six consecutive months.
- Built and managed sub-broking channels for alternate revenue models.
Education
MBA - Finance
Madurai Kamaraj University
01.2007 - 01.2009
BBA - undefined
Madurai Kamaraj University College
01.2002 - 01.2005
Skills
- Wealth & Investment Management
- High-Net-Worth (HNI) Client Servicing
- Financial Planning & Portfolio Advisory
- FINACLE Banking Software Expertise
- Capital Markets
- Mutual Funds
Certification
NISM VA - Mutual Fund Distributor
Personal Information
- Date of Birth: 03/09/85
- Nationality: Indian
- Marital Status: Married
Additional Information
MADURAI
Timeline
Private Banking Relationship Manager
ICICI Bank Ltd.
05.2025 - Current
Senior Private Banker
ICICI Securities Ltd.
01.2019 - 05.2025
Crown Relationship Manager
The Lakshmi Vilas Bank Ltd.
10.2017 - 09.2018
Relationship Manager, NRI Services
Axis Bank Ltd.
02.2012 - 10.2017
Relationship Manager
Networth Stock Broking Ltd.
01.2011 - 12.2011
MBA - Finance
Madurai Kamaraj University
01.2007 - 01.2009
BBA - undefined
Madurai Kamaraj University College
01.2002 - 01.2005
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