SIVA M
Tirunelveli,TAMILNADU
Summary
Relationship Manager experienced in managing key client relationships and achieving sales quotas. Delivered results through a solid foundation in financial principles, financial planning, and investment strategies. Focused on utilizing skills in portfolio management and client advisory to contribute to upcoming initiatives.
Overview
2
2
Languages
4
4
Certifications
2
2
years of professional experience
Work History
Wealth Relationship Manager
ICICI Bank
BENGALURU
03.2024 - Current
- Cultivated strong client relationships through personalized financial planning and investment strategies.
- Analyzed client portfolios to ensure alignment with financial goals and risk tolerance.
- Facilitated regular client reviews to assess portfolio performance and recommend adjustments.
- Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.
- Collaborated with internal teams to deliver comprehensive wealth management solutions tailored to client needs.
- Evaluated clients' financial health and recommended necessary adjustments during comprehensive financial reviews.
- Monitored and updated financial plans to comply with client goals.
- Identified opportunities for cross-selling additional banking services to existing clients.
- Secured referrals from existing clients through exceptional service delivery and relationship-building efforts.
Education
PGDBF - DIPLOMA IN BANKING AND FINANCE
Manipal Academy of Higher Education (MAHE)
Bangalore 04.2001 -
B.Sc. - Physics
Sadakathullah Appa College
Tirunelveli01-2021
HSC - undefined
Rose Mary Matriculation Higher Secondary School
Tirunelveli01-2018
SSLC - undefined
Oasis Matriculation Higher Secondary School
Tirunelveli01-2016
Skills
Innovative
Communication
Interpersonal
Time management
Client relationship building
Portfolio management
Financial planning
Market analysis
Portfolio and asset management
Goal setting
Insurance planning
CO-CURRICULAR ACTIVITIES
Completed certificate course in Computerized Accounting - 2019. Completed certificate course in Computerized Accounting - 2019.
Certification
Typewriting Both Higher with distinction and in first class
Interests
playing games and reading
Timeline
Wealth Relationship Manager
ICICI Bank
03.2024 - Current
PGDBF - DIPLOMA IN BANKING AND FINANCE
Manipal Academy of Higher Education (MAHE)
04.2001 -
SSLC - undefined
Oasis Matriculation Higher Secondary School
HSC - undefined
Rose Mary Matriculation Higher Secondary School
B.Sc. - Physics
Sadakathullah Appa College
DECLARATION
I hereby declare that the information furnished above is true to the best of my knowledge and belief.
AREAS OF INTEREST
- Accounts
- Economics
- Maths
- Computer
STRENGTHS
- Critical Thinking
- Honesty
- Flexibility
- Dedicated