Product Specialist
ICICI Bank
01.2023 - Current
Hi, I’m
RIKITA RASTOGI
PRODUCT SPECIALIST
KOLKATA,West Bengal
Summary
A Banker working as a Product Specialist/Investment Specialist for the Wealth Management vertical. I come with a background in Finance and have an experience of fve years in the Financial and Banking Sector. I aim at making a long term career in Banking and Finance in a Leadership/Team Handling role.
Work History
ICICI BankKolkataIndia
Product Specialist
01.2023 - Current
Job overview
A Leadership/Team Handling role wherein I am heading the Investment Business for the Wealth Management vertical of ICICI Bank. The products which fall under the purview of my key job role are Fixed Deposits, Mutual Funds, Life Insurance, General Insurance, Demat and Portfolio Management Services. Handholding and guiding the Wealth Relationship Managers to cater to the investment needs of our clients. The objective is to manage our clients’ wealth and to build a corpus for them over a period of time thereby increasing their adhesion towards the bank. Sensitizing our managed customers on the importance of investment and onboarding them for investments through us is the key objective to ensure better client penetration in our managed base. Assisting our Wealth Relationship Managers in understanding the clients’ profile and assessing their risk appetite to suggest the best investments/products to them.
ICICI Bank Wealth ManagementKolkata
Wealth Relationship Manager, Manager
07.2020 - 12.2022
Kotak SecuritiesKolkata
Relationship Manager
06.2018 - 06.2020
Education
ICFAI Business School KolkataKolkata
PGPM from Finance
06.2016 - 04.2018
University Overview
CGPA : 7.31
St. Xavier's College KolkataKolkata
B.Com Honours from Accounting And Finance
06.2012 - 04.2015
University Overview
PERCENTAGE : 55.29
Pratt Memorial SchoolKolkata
ISC from Commerce
06.2010 - 04.2012
University Overview
PERCENTAGE : 84.5
Loreto Convent EntallyKolkata
ICSE
05.1998 - 04.2010
University Overview
PERCENTAGE : 72.6
Skills
Product and Service Sales
undefinedAccomplishments
* Elevation from Wealth Relationship Manager to Product Specialist within a stint of 2.5 years with ICICI bank
- Certificate of Achievement and Zonal Recognition for an outstanding achievement in EPL (East Premier League) Zonal Head League Initiative
- Certificate of Appreciation and Zonal Recognition for the best efforts for ICICI Prudential NFO and qualifying for the 1 Crore Club
- Certificate of Appreciation and recognition by ICICI Prudential Life Insurance and ICICI Bank Wealth Management for the exemplary performance in YTD Life Insurance Business 2021 – 2022
- Certificate of Honour for excellence in YTD Mortgage Business in Kolkata Wealth
- Promoted to Manager Grade from Deputy Manager II within 9 months of joining ICICI Bank
- Media Secretary of the Student Council of IBS Kolkata from June 2017 – March 2018
- 2nd in Human Resource Club Event (Quiz and Extempore) at IBS Kolkata
- 1st in Marketing Club Event (Rs 100 Challenge – The Amazing Race) at IBS Kolkata
- 2nd in Inter School Dance Competition (Class 12)
Additional Information
- DATE OF BIRTH : 16. 09. 1993
Certification
IRDAI - Insurance Regulatory and Development Authority of India
Timeline
IRDAI - Insurance Regulatory and Development Authority of India
08-2020
Mutual Fund Distributors Certification Examination V A
08-2020
Wealth Relationship Manager, Manager
ICICI Bank Wealth Management
07.2020 - 12.2022
Relationship Manager
Kotak Securities
06.2018 - 06.2020
ICFAI Business School Kolkata
PGPM from Finance
06.2016 - 04.2018
St. Xavier's College Kolkata
B.Com Honours from Accounting And Finance
06.2012 - 04.2015
Pratt Memorial School
ISC from Commerce
06.2010 - 04.2012
Loreto Convent Entally
ICSE
05.1998 - 04.2010
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