Roma Kumari
Mumbai
Summary
A performance-driven professional with 7+ years of experience in asset and wealth management, responsible in supporting Private Bank advisors and lending specialist, operating as an extension to the global team and responsible to provide fully integrated intelligence, connecting all touch points across the client lifecycle to help drive new client acquisition as well as deepening the books of existing clients.
Overview
7
7
years of professional experience
Work History
Private Bank Associate - Advisor Support
JP Morgan & Chase
02.2021 - Current
- Providing support to Private Bank Advisors through the entire sales lifecycle including lead generation, client onboarding, client engagement along with management & operational assistance.
- Coordinating with global investment specialist, Market Manager and lending specialist advisors on client needs, meeting agendas and managing client follow up.
- Collaborate with the bankers and the lending specialist to design and implement tailored credit solutions & overseeing the entire deal execution process.
- Played a significant role in team's management of converting marketable secured loan book to PLC of $140MM in balances which resulted in annual revenue improvement of ~$1.4MM.
- Created a tableau based Lending Dashboard in collaboration with credit middle office and core analytics team providing vision into advisor loan book balances and variances over time.
- Mentoring and coaching 3 analysts of the team and new hires by sharing best practices, BAUs and contributing to achieve their Goals and objectives.
Product Manager - Sales
ICICI Bank
07.2019 - 02.2021
- Work across products teams to define the strategy to drive Business across product lines - CASA and Third Party Products.
- Drive internal campaigns for privilege banker & Value Bankers to increase cross sell and income in portfolio.
- Conceptualize and execute Rewards & recognition program with product teams and monitor transactions.
- Responsible for Product and process re-engineering as per the bank goals to identify gaps and redefine new process by coordinating with operations, legal, compliance and technology team for final roll out.
Wealth Relationship Manager
ICICI Bank
06.2017 - 07.2019
- Monitor & address HNI clients banking & investment requirements.
- Focus on Business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
- Conduct risk profiling of all the mapped clients and showcase investment products as per the client risk profile.
- Resolution of queries for all managed clients within TAT specified.
- Grew Liability book by 50% YOY & Asset Under Management by 30% YOY
Education
MBA - Marketing
Balaji Institute of Management & HRD
Pune06.2017
Bachelor of Arts - Economics
B.N College, Patna University
Patna, India04.2014
Skills
- Team Management & Leadership
- Portfolio Management
- Training & Development
- Adaptable & organized
- Relationship Building
- PowerPoint and Excel
Accomplishments
- Recognized in the category of "Client Centricity" by Mary Erdoes- CEO of Asset & Wealth Management, JP Morgan Chase & Co in June'23.
- Received Annual Awards in Client Centricity category in 2023 - JP Morgan Chase & Co.
- Received Impact Awards for the outstanding contribution to the business - 2024 - JP Morgan & Chase.
Timeline
Private Bank Associate - Advisor Support
JP Morgan & Chase
02.2021 - Current
Product Manager - Sales
ICICI Bank
07.2019 - 02.2021
Wealth Relationship Manager
ICICI Bank
06.2017 - 07.2019
MBA - Marketing
Balaji Institute of Management & HRD
Bachelor of Arts - Economics
B.N College, Patna University
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