Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
Generic

Shubhra .

Indore

Summary

Results-driven Wealth Manager with over eight years of experience in portfolio management, tax planning, and client communication. Skilled in fostering long-term relationships and crafting tailored financial plans that align with clients' goals. Astute Wealth Manager known for high productivity and efficiency in task completion. Skilled in financial planning, risk management, and client relationship building. Excel at communication, strategic thinking, and problem-solving to deliver tailored wealth management solutions. Committed to continuous improvement and adapting strategies to meet client needs effectively.

Overview

8
8
years of professional experience
2
2
Certifications

Work History

Wealth Manager

ICICI Bank
Indore
11.2012 - 01.2021
  • Optimized asset allocation strategies to enhance diverse client portfolio performance.
  • Delivered comprehensive wealth management services, including retirement and estate planning.
  • Fostered long-term client relationships through regular investment reviews and strategic meetings.
  • Assessed financial situations to craft detailed plans aligned with future goals.
  • Created reports tracking progress of each client's portfolio over time.
  • Informed clients about tax benefits and government rebates to maximize savings.

Education

High School Diploma -

Kendriya Vidyalaya
Gaya,Bihar

Bachelor of Electronic & Communication - Electronic & Communication Engineering

MITS College
Rayagada, Odisha

PGDBM - Financial Management

Manipal Academy
Bangalore, Karnataka

Skills

  • Asset allocation and portfolio management
  • Tax planning and retirement strategies
  • Client communication and retention
  • Attention to detail
  • Negotiation and currency management
  • Wealth transfer and KYC strategies
  • Excel proficiency
    PowerPoint expertise
    Analytical skills

Languages

English
Advanced (C1)
C1
Hindi
Native
Native

Certification

NSDL, NISM & IRDA Certification

Accomplishments

India Rank 5 ,National Winner for Highest fee income revenue Target.

Timeline

Wealth Manager

ICICI Bank
11.2012 - 01.2021

High School Diploma -

Kendriya Vidyalaya

Bachelor of Electronic & Communication - Electronic & Communication Engineering

MITS College

PGDBM - Financial Management

Manipal Academy

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Shubhra .