Summary
Work History
Education
Skills
Languages
Certification
Overview
Timeline
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ROHIT KUMAR

ROHIT KUMAR

WEALTH RELATIONSHIP MANAGER
Pandav Nagar, Delhi,DL

Summary

Achieved remarkable client satisfaction and portfolio growth at ICICI Bank by expertly blending investment advisory with unparalleled client relationship building. Renowned for integrity and professionalism, I spearheaded tailored wealth management solutions, leveraging in-depth market insights and portfolio management skills to exceed high-net-worth client expectations.


Conscientious relationship manager with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.

Work History

Wealth Relationship Manager

ICICI Bank
11.2021 - Current
  • Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
  • Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
  • Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
  • Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
  • Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.

Education

Bachelor of Commerce -

Baba Saheb Bhimrao Ambedkar Bihar University
2019 - 2021

Skills

Portfolio Performance Monitoring

Languages

Hindi
Bilingual or Proficient (C2)
English
Upper intermediate (B2)

Certification

Sales and Relationship Manager ( NIIT )

Overview

3
3

YR EXPERIENCE

Timeline

Wealth Relationship Manager

ICICI Bank
11.2021 - Current

Bachelor of Commerce -

Baba Saheb Bhimrao Ambedkar Bihar University
2019 - 2021
ROHIT KUMARWEALTH RELATIONSHIP MANAGER