Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic
Rituparna Adak

Rituparna Adak

Associate Leadership Team
Mumbai,Maharashtra

Summary

Dynamic financial leader with extensive experience at ICICI Bank Ltd, excelling in strategic planning and financial portfolio management.

Proven track record in optimizing user journeys and enhancing client engagement for UHNI clients.

Strong analytical skills combined with effective communication foster cross-functional collaboration, driving significant business growth and client satisfaction.

Overview

14
14
years of professional experience
8
8
years of post-secondary education

Work History

Squad Leader

ICICI Bank Ltd
Mumbai
08.2024 - Current
  • Spearheading innovative strategies for unsecured asset product development, focusing on education loans.
  • Analyzing customer behavior data to guide decision-making and optimize service offerings.
  • Streamlining customer journey processes from inquiry to loan disbursement for efficiency.
  • Building strong cross-functional relationships to align team efforts towards common goals.
  • Engaged in ongoing learning to stay ahead in the rapidly changing digital banking arena.
  • Exploring technological solutions aimed at enhancing customer satisfaction and accessibility.
  • Excelling in fast-paced environments, driving results-oriented initiatives in financial services.
  • Maintaining a strong record of success within the financial industry.

Regional Head Private Banking

ICICI Bank Ltd
09.2022 - 08.2024
  • Spearheaded portfolio management of 500 Crores for UHNI clients, leading team of 5 Private Bankers.
  • Delivered tailored solutions addressing individual and business needs of UHNI clients.
  • Acquired and serviced ultra-high-net-worth clients while strengthening strategic relationships.
  • Achieved individual and team objectives, increasing new business and enhancing client wallet share.
  • Collaborated with diverse business teams to expand service reach and enhance banking experience.
  • Ensured seamless banking operations and portfolio management through effective product strategies.
  • Developed innovative solutions, advising on structuring complex client transactions.
  • Trained Private Bankers in product knowledge and essential interpersonal skills.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Increased revenue by identifying new business opportunities and closing high-value deals.

Regional Head Sales Wealth Management

ICICI Bank Ltd
08.2022 - 09.2022
  • Led team of six wealth managers in South Mumbai, driving client growth and retention.
  • Facilitated seamless onboarding for new clients, ensuring effective integration into services.
  • Mentored team on product knowledge and best practices to enhance acquisition strategies.
  • Implemented continuous training programs to elevate team skills and performance.
  • Coordinated with cross-functional teams to refine client acquisition initiatives.
  • Optimized customer wallet share through strategic scoping of client needs.
  • Delivered tailored banking solutions to enhance client engagement and satisfaction.

Investment Specialist Wealth Management

ICICI Bank Ltd
04.2022 - 08.2022
  • Guided and managed investment portfolio of 12 wealth managers to maximize client returns.
  • Provided financial planning and investment advice tailored for high net worth clients.
  • Profiled customers to recommend appropriate financial products based on individual needs.
  • Engaged actively with team of analysts to assess market sentiment and develop innovative investment strategies.
  • Identified client requirements to customize wealth growth suggestions using diverse investment instruments.
  • Advised profitably on financial products including mutual funds, life insurance, and structured products.
  • Reviewed client portfolios regularly to adjust plans according to life changes and market conditions.
  • Monitored financial market trends to ensure alignment of client strategies with evolving environments.

Key Account Manager

ICICI Bank Ltd
05.2019 - 04.2022
  • Executed systematic evaluation and implementation of marketing strategies to meet business goals.
  • Collaborated synergistically with Wholesale Banking Team to uncover market opportunities via Corporate Level Plans.
  • Oversaw a diverse portfolio encompassing 180 MNCs and service sector corporate clients.
  • Drove 360 corporate coverage through coordinated efforts among WBG, IBG, HR, IT, and Alliance teams.
  • Partnered with various teams to design and launch effective D2C marketing campaigns.
  • Worked alongside global teams to adapt banking solutions for overseas clients.
  • Managed special projects including investor relationship initiatives and tailored corporate presentations.
  • Onboarded new corporates into WBG's retail framework, progressively boosting wallet share.

Relationship Manager Wealth Management

ICICI Bank Ltd
10.2013 - 04.2019
  • Advised high net worth individual clients on diverse investment and business banking opportunities.
  • Managed end-to-end investment processes for HNI clients, addressing queries effectively.
  • Conducted gap analyses to identify strengths and weaknesses in client resources, facilitating growth.
  • Provided comprehensive financial planning and investment advice tailored to HNI needs.
  • Profiled clients to recommend appropriate financial products that align with their goals.
  • Successfully advised on financial products including mutual funds, life insurance, and structured products.
  • Reviewed client portfolios regularly to adapt plans according to economic or personal changes.
  • Monitored market trends to ensure alignment of client strategies with current conditions.

Relationship Manager

HDFC Bank
05.2012 - 09.2013
  • Conducted detailed financial analysis and risk assessments using advanced analytical tools.
  • Performed continuous portfolio evaluations to monitor account conduct and profitability.
  • Profiled customers to offer tailored financial products for working capital needs.
  • Designed quality asset portfolios, including non-fund-based credit lines, in a timely manner.
  • Evaluated balance sheets and formulated comprehensive credit proposals.
  • Monitored portfolio profitability by tracking yield closely.
  • Strengthened client relationships through effective cross-selling of bank products and services.
  • Managed multiple branches while developing and guiding a team of business development resources.

Summer Intern

Union Bank of India
03.2011 - 06.2011
  • Conducted credit appraisals for term loans and working capital financing in MSME sector.
  • Executed loan documentation procedures to facilitate MSME financing processes.
  • Applied techniques to ensure proper utilization of loan funds.
  • Managed non-performing asset (NPA) assessments for MSME loans at Union Bank of India.
  • Developed methodology through analysis of live case studies.

Education

MBA - Finance And Marketing

Institute of Management Technology
01.2012 - 12.2012

B. Com - undefined

Sivanath Sastri College
01.2006 - 12.2009

Higher Secondary - undefined

St. John's Diocesan Girls' High School
01.2006 - 12.2006

Secondary - undefined

St. John's Diocesan Girls' High School
01.2004 - 12.2004

Certification Course - Computers Basic, Foxpro And Ms Office Skills

01.2006 - 12.2006

Skills

  • Financial Planning

  • Client Advisory Services

  • Goal-oriented Planning

  • Analytical Skills

  • Strategic Analysis

  • Product Development Strategy

  • User Journey Optimization

  • Interdepartmental Collaboration

  • CXO and UHNI Engagement

  • Market Competition a=Analysis

  • Compliance Oversight

Accomplishments

  • Successful in onboarding very large private banking clients to the bank.
  • National winner of the 2020-21 ICICI Game Changers Award for 360 coverage for corporate TCS.
  • Successful in launching a microsite for TCS.
  • Successful in cracking 24 WBG corporate empanelments, such as Wunderman Thompson Group, Nykaa Group, etc., along with more than 45 PODs, relationships, and attachments: NPS, ESOP funding, multi-wallet cards, and other retail products.
  • Successful in covering 360 corporate coverage and increasing the overall wallet share.
  • Successfully achieved a rating of 1, along with a promotion in 2 consecutive years.
  • Winner of the ICICI National Level Contest, ICC, in FY 2018-19, and ranked 3rd PAN India.
  • Winner of the exclusive wealth management event, 'EXCEPTIONALS,' in FY 2018-19.
  • Winner of Zonal Level Event in FY 2018-19, 2017-18, and 2014-15.
  • Winner of the National Level Contest under the Retail Banking Segment in FY 2016-17.
  • Winner of the West Zonal Contest under the Retail Banking Segment in FY 2015-16.
  • Winner of the National Level Contest under the Wealth Management Segment in FY 2014-15.

Interests

MARATHONER AND A FITNESS ENTHUSIAST MARATHONER AND A FITNESS ENTHUSIAST Finisher in 13 full marathons and 50 half marathons, including SCMM/TMM full marathon (2016, 2017, 2019, 2020, 2023, 2024, 2025), IDBI New Delhi full marathon, Airtel Hyderabad full marathon, Airtel Kolkata marathon, etc Achieved podium in the Mumbai Half Marathon and category rank 4 in the IDBI New Delhi Full Marathon in 2016, with a timing of 4:47 hrs, and Juhu Half Marathon (2025) and Mumbai Ultra Marathon (2024) Won several Fitness Callenges Participation in Hyrox, Mumbai, 2025

Timeline

Squad Leader

ICICI Bank Ltd
08.2024 - Current

Regional Head Private Banking

ICICI Bank Ltd
09.2022 - 08.2024

Regional Head Sales Wealth Management

ICICI Bank Ltd
08.2022 - 09.2022

Investment Specialist Wealth Management

ICICI Bank Ltd
04.2022 - 08.2022

Key Account Manager

ICICI Bank Ltd
05.2019 - 04.2022

Relationship Manager Wealth Management

ICICI Bank Ltd
10.2013 - 04.2019

Relationship Manager

HDFC Bank
05.2012 - 09.2013

MBA - Finance And Marketing

Institute of Management Technology
01.2012 - 12.2012

Summer Intern

Union Bank of India
03.2011 - 06.2011

B. Com - undefined

Sivanath Sastri College
01.2006 - 12.2009

Higher Secondary - undefined

St. John's Diocesan Girls' High School
01.2006 - 12.2006

Certification Course - Computers Basic, Foxpro And Ms Office Skills

01.2006 - 12.2006

Secondary - undefined

St. John's Diocesan Girls' High School
01.2004 - 12.2004

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Rituparna AdakAssociate Leadership Team