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.