Sneha Poonia
Bengaluru
Summary
Dynamic Private Wealth Manager with extensive experience at ICICI Bank, excelling in portfolio management and regulatory compliance. Proven track record in mentoring teams and enhancing customer onboarding processes. Skilled in advanced analytics and operational risk management, driving strategic growth and delivering tailored financial solutions. Passionate about fostering client relationships and achieving exceptional results.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager II - Private Wealth Manager
ICICI Bank
Bengaluru
04.2024 - Current
- Conducted analysis of client risk tolerance to provide tailored investment strategies.
- Oversaw daily banking operations and facilitated customer interactions for enhanced service.
- Mentored junior staff, fostering professional growth and development opportunities.
Manager I - Wealth Select Manager
ICICI Bank
Bengaluru
04.2021 - 03.2024
- Analyzed market trends to guide strategic decisions for product offerings.
- Developed strong client relationships through effective communication and personalized service.
DM II - Wealth Manager
ICICI Bank
Bangalore Urban
04.2019 - 03.2021
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
Business Development Executive
Doxper
New Delhi Area
03.2018 - 04.2019
- Development of marketing and business strategies.
Marketing Intern
Setmycar
Pune Area
03.2017 - 05.2017
Education
PGPM - Marketing
ICFAI Business School Pune (IBS Pune)
02.2018
B.com - Business/Commerce, General
Delhi University
07.2015
Skills
- Mutual funds and alternative investments
- Portfolio management services
- Tailored credit and lending solutions
- KYC and AML compliance
- Operational risk management strategies
- Advanced Microsoft Excel proficiency
- Power BI analytics
- Mentoring and coaching
- Customer onboarding
- Due diligence
- Ethical standards
Certification
- NISM Series V - A, National Institute of Securities Market, 06/01/19
- NISM Series XXI - A, National Institute of Securities Market, 09/01/25
References
References available upon request.
Timeline
Manager II - Private Wealth Manager
ICICI Bank
04.2024 - Current
Manager I - Wealth Select Manager
ICICI Bank
04.2021 - 03.2024
DM II - Wealth Manager
ICICI Bank
04.2019 - 03.2021
Business Development Executive
Doxper
03.2018 - 04.2019
Marketing Intern
Setmycar
03.2017 - 05.2017
PGPM - Marketing
ICFAI Business School Pune (IBS Pune)
B.com - Business/Commerce, General
Delhi University