Sameer R Patel
Bangalore
Summary
Private Banking Relationship Manager with extensive experience at ICICI Bank, specializing in financial planning and client servicing. Demonstrated success in managing large investment portfolios and driving revenue growth through strategic cross-selling. Strong relationship-building capabilities with a commitment to client satisfaction and financial success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Private Banking Relationship Manager
ICICI Bank LTD
Bangalore
07.2024 - Current
- Handling 75 PBG families and being one point of contact for all their requirements related to banking.
- Handling a CASA book of 70 Cr and an investment book of 50 Cr.
- Servicing the clients, cross-sell banking, and third-party products, and generate revenue for the bank.
- Financial planning and providing beyond-banking services to the clients.
Product Specialist
ICICI Bank LTD
Bangalore
12.2023 - 07.2024
- Product Specialist for a wealth branch in Koramangala, handling a team of 15 wealth RMs, managing an investment AUM of over 100 Cr.
- Accompany RMs for client meetings and close deals across investments, insurance, PMS, and FDs.
- Train the team on investments and other third-party products.
Wealth Relationship Manager
ICICI Bank LTD
Bangalore
01.2020 - 12.2023
- Handling 400 wealth clients of the branch, and being one point of contact for all their financial needs.
- Servicing them, cross-sell banking, and third-party products, and generate revenue for the bank.
Relationship Manager
SBI Funds India Management Pvt Ltd
Bangalore
05.2018 - 01.2020
- Handling a region of 36 branches of SBI Bank for MF business.
- Train the branch staff on MF and SIP, and accompany them to client meetings to close MF business.
Preferred Relationship Manager
HDFC Bank LTD
Bangalore
08.2017 - 03.2018
- Handling 500 clients, 190 groups, with a book size of over 100 Cr.
- Clients include individuals, non-individuals, NRIs, and corporates.
- Servicing the clients, being one point of contact for all their financial needs, cross-sell banking, and third-party products, and generate revenue for the bank.
Chief Relationship Manager
ICICI Securities Ltd
Bangalore
10.2015 - 08.2017
- Selling of ICICI AMC funds and PMSes.
- Create a customer base by cold calling, references, walk-ins, activities at apartments, and corporates, and manage the base.
- Created a base of 250 customers with an AUM of $10 million.
Relationship Officer
Kotak Mahindra Bank Ltd
Bangalore
01.2013 - 10.2014
- Handling retail customers of the branch, which includes individuals, non-individuals, corporates, and NRIs.
- Deepen the existing book and add new clients to the book.
- Servicing the clients, being one point of contact for all their financial needs, cross-sell banking, and third-party products, and generate revenue for the bank.
Education
PG Diploma - Banking And Relationship Management
Manipal University
Bangalore12-2012
Bachelor of Engineering - Electronics And Communications Engineering
Rajeev Gandhi Memorial College of Engg And Tech
Nandyal (Kurnool District)04-2011
Some College (No Degree) - MPC
Sri Chaitanya College
VijaywadaSkills
- Financial planning
- Wealth management
- Client servicing
- Cross-selling products
- Investment analysis
- Portfolio management
- Customer relationship management
- Sales strategy
- Training and development
- Effective communication
- Negotiation skills
- Problem solving
- Time management
- Asset allocation
- Insurance solutions
- Alternative investments
- Retirement planning
- Tax planning
- Relationship building and management
- Sales professional
Languages
English
First Language
Hindi
Advanced (C1)
C1
Gujarati
Upper Intermediate (B2)
B2
Telugu
Upper Intermediate (B2)
B2
Kannada
Beginner
A1
Affiliations
- Listening to music
- Touring to different places
- Eager to learn new things
Certification
- NISM V A certified
- IRDA certified
Accomplishments
- Q4 champion for FY 2016-17 and among the top 5 performers at ICICI Securities Ltd
- Made the SBI region's performance among the top 3 at SBI AMC
- Multiple certificates and awards at ICICI Bank Ltd across various achievements
Timeline
Private Banking Relationship Manager
ICICI Bank LTD
07.2024 - Current
Product Specialist
ICICI Bank LTD
12.2023 - 07.2024
Wealth Relationship Manager
ICICI Bank LTD
01.2020 - 12.2023
Relationship Manager
SBI Funds India Management Pvt Ltd
05.2018 - 01.2020
Preferred Relationship Manager
HDFC Bank LTD
08.2017 - 03.2018
Chief Relationship Manager
ICICI Securities Ltd
10.2015 - 08.2017
Relationship Officer
Kotak Mahindra Bank Ltd
01.2013 - 10.2014
PG Diploma - Banking And Relationship Management
Manipal University
Bachelor of Engineering - Electronics And Communications Engineering
Rajeev Gandhi Memorial College of Engg And Tech
Some College (No Degree) - MPC
Sri Chaitanya College
Similar Profiles
Edison Ravi KoilpillaiEdison Ravi Koilpillai
IT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI PrudentialIT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI Prudential
Divyendu KashyapDivyendu Kashyap
Regional Head Sales at ICICI Bank LtdRegional Head Sales at ICICI Bank Ltd
Reshma VReshma V
Consultant at ICICI Bank LtdConsultant at ICICI Bank Ltd
Mansi KumariMansi Kumari
Account Manager at ICICI BANK LTDAccount Manager at ICICI BANK LTD
RAGHUNANDAN M N BRAGHUNANDAN M N B
Senior Operations Engineer at Thomson Reuters International Service Private LimitedSenior Operations Engineer at Thomson Reuters International Service Private Limited