Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Extra-Curricular Activities
Roles And Responsibilities
Correspondenceaddress
Alternatecontacts
Personal Information
Disclaimer
Certification
Timeline
Generic
SARGAM SALONI

SARGAM SALONI

RELATIONSHIP MANAGER - BANKING - WEALTH
Pune

Summary

To take up a challenging role in a reputed Organization, where I can effectively work for the Organization development and utilize my skills to pursue a successful career by constantly upgrading my skills. Capitalize on new opportunities, set new benchmarks, and dynamically work towards the growth of the organization and to be a valuable asset for the organization. Professional with strong expertise in wealth management, known for delivering personalized financial solutions and cultivating long-term client relationships. Adept at strategic financial planning, investment management, and risk assessment. Collaborative team player with results-driven mindset, adaptable to evolving client needs and market conditions. Renowned for effective communication and unwavering client trust.

Overview

9
9
years of professional experience
2017
2017
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Wealth Relationship Manager

ICICI BANK LTD
02.2019 - Current
  • Handling entire banking relationship of true wealth client base with a mix of individual as well as corporate / non individual clients
  • Products handled: Mutual Funds / PMS / Structured Notes / AIF / Business Lending / Retail Lending / Life + General Insurance
  • On-boarding customer wealth worth post KYC and Documents verification
  • Handled trade transaction on current account
  • Inward and outward remittance settlement for savings account & current account customer keeping AML and FEMA guidelines in consideration

Privilege Banker

ICICI BANK LTD
04.2016 - 01.2019
  • Serving the top retail segment clients, handling their account servicing them with all their banking requirements related to service and cross selling them with different banking products which suited best to their requirements
  • Dealt in all banking products
  • I was also involved in on-boarding new customer after KYC and Background verification
  • Did all the KYC verification for on-boarded customer whether current account or savings account
  • I as privilege banker also processed Outward remittance and trade transaction of customer Post verification of all the documents submitted to process the transaction keeping a check on AML and FEMA guideline

Education

PGD in Banking and Finance -

Manipal University

B.COM - undefined

Bishop cotton women Christian college
Bangalore, Karnataka

10+2 Commerce - undefined

De Nobili C.M.R.I
Dhanbad, Jharkhand

10th - undefined

Carmel school
Dhanbad, Jharkhand

Skills

  • Leadership
  • Strategic thinking
  • Coaching
  • Counseling
  • Customer management
  • Inter-departmental interactions
  • Business sense
  • Sound judgment
  • Creativity
  • Analytical insight
  • Communication skills
  • Oral skills

Client relationship building

Portfolio performance monitoring

Portfolio management

Investment advisory

Private banking services

Due diligence

Business development

Quantitative analysis

Regulatory compliance

Teamwork

Know your customer

Analytical skills

Accomplishments

  • Active participation in dancing and acting in schools and colleges.
  • Have been an active member of scouts and guides in school for three years.
  • Actively promoted cultural activities in school and college.

Extra-Curricular Activities

Active participation in dancing and acting in schools and colleges. Have been an active member of scouts and guides in school for three years. Actively promoted cultural activities in school and college.

Roles And Responsibilities

  • Banking professional with track record of Business Development and expertise to deliver substantial revenue growth in highly competitive environment.
  • 8 years in New Business Development, Sales Management, Client Service Management and handling in Banking and Insurance.
  • Significant exposure in Corporate and Retail business management.
  • Over 8 Yrs. experience for handling Branch Banking in operation as well as investment banking.
  • Provide complete and comprehensive information on Products & Services to the customers.
  • Monitor customer satisfaction survey/feedback ratings taken from customers and ensure continuous improvement and better quality service.
  • Maintaining & deepening relationship with HNI/Wealth customers and generate revenue from existing mapped/managed customer and new clients.
  • Cross sell of Wealth Fee products such as Mutual Funds, Life and Health Insurance & Assets products (Business Loan, Home Loan, LAP, Personal Loans and Cards).
  • Expertise in handling current account customer. Goods hands on BLG cases.
  • Contribute in sales performance to achieve given revenue targets of the branch through Liability products [Current/Savings/Term deposits], Wealth management products and Asset products (secured, unsecured Business loans).
  • Act towards achieving business goals set individually viz Deposits, Fee Income, and Profitability.
  • A good team player and team leader as I am one of the Senior most Relationship Manager in my team.

Correspondenceaddress

Flat Number 35, 9th Floor, Livstonia 1, Palm Groves Society, Ghorpadi, B T Karwade Road, Pune, Maharashtra, 411036

Alternatecontacts

+91-9590439738

Personal Information

  • Current CTC: 13 lakhs (INR) (Inclusive of PLRP & STAT. Bonus)
  • Father's Name: Mr. Subhash Narayan Gupta
  • Mother's Name: Mrs. Poonam Gupta
  • Spouse's Name: Mr. Abhishek Kumar
  • Date of Birth: 06/23/93
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Married

Disclaimer

I hereby declare that all statements made are true to the best of my knowledge and belief.

Certification

FINANCIAL RISK AND COMPLIANCE CERTIFICATION

Timeline

Wealth Relationship Manager

ICICI BANK LTD
02.2019 - Current

Privilege Banker

ICICI BANK LTD
04.2016 - 01.2019

B.COM - undefined

Bishop cotton women Christian college

10+2 Commerce - undefined

De Nobili C.M.R.I

10th - undefined

Carmel school

PGD in Banking and Finance -

Manipal University
SARGAM SALONIRELATIONSHIP MANAGER - BANKING - WEALTH