Riya Singh

Deputy Manager 1 – ICICI Bank

• Managed wealth management client services, ensuring seamless operations and exceptional customer experiences.
• Analyzed and gathered stakeholder requirements to deliver customized financial solutions and services.
• Coordinated with cross-functional teams to optimize the delivery of banking products and services, enhancing client satisfaction.
• Conducted investment advisory sessions, providing clients with data-driven recommendations for portfolio management.
• Utilized CRM tools (e.g., Salesforce) for client portfolio management, increasing upsell and cross-sell opportunities.
• Supported day-to-day banking operations, handling client queries, documentation, and transaction processing.
• Generated reports and provided data-driven insights, aiding in decision-making and process optimization.
• Ensured compliance with financial regulations and company policies, mitigating risks related to banking operation

Deputy Manager 2 – ICICI Bank.

• Promoted to Deputy Manager 2 for exceptional leadership and operational performance in wealth management.
• Led a team of relationship managers, delivering wealth management solutions and investment strategies to clients.
• Enhanced stakeholder engagement and satisfaction by managing key accounts and building long-term relationships.
• Analyzed client data and presented actionable insights to improve portfolio performance and customer retention.
• Developed strategic business plans with senior management, utilizing market data and customer feedback.
• Streamlined client onboarding and service delivery processes, reducing operational delays and enhancing efficiency.
• Worked closely with internal departments (Operations, Risk, Compliance) to ensure the successful implementation of services.
• Conducted investment analysis and recommended diversified portfolios aligned with market trends and client objectives.
• Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
• Supported sales team members to drive growth and development.

• Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
• Created plans to propose solutions to problems related to efficiency, costs or profits.
• Wrote and submitted reports on industry trends, prompting managers to develop business plans.