Sonali Srivastava
New Delhi
Summary
Dynamic Deputy Manager with a strong background in client relationship management and compliance oversight. Known for providing technical assistance to team members and driving portfolio growth for high-net-worth clients through strategic investment advice.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Deputy Manager (DM2)
ICICI Bank Ltd
Delhi
03.2023 - Current
- Manage and oversee a portfolio of high-net-worth clients, advising on mutual funds, equity derivatives, fixed income, insurance, and structured products.
- Strengthen client engagement through data-backed investment insights, fostering long-term portfolio stability and growth.
- Monitored daily operations and ensured compliance with company policies and regulations.
- Prepared monthly progress reports detailing achievements against set targets.
- Provided necessary technical assistance and advice to subordinates when needed.
- Provided guidance and support to team members to help them achieve goals.
Education
Post Graduate Diploma In Banking - Banking
Manipal Academy
Bengaluru11-2022
Bachelor of Arts -
DDU UNIVERSITY
GORAKHPUR12-2021
Class XII - UP BOARD
T N Janta Intermediate College
Bankata Station Deoria01-2018
Class X - CBSE
G M Academy Salempur
Salempur, Deoria01-2016
Skills
- Client portfolio management
- Investment analysis
- Financial advisory
- Client relationship management
- Problem solving
- Effective communication
- Time management
- Customer relationship management (CRM)
- Portfolio management
- Team building
- Risk assessment
- Regulatory compliance
- Data analytics
- Market research
- Decision making
Certification
- NISM-V certified
- IRDAI certified
Timeline
Deputy Manager (DM2)
ICICI Bank Ltd
03.2023 - Current
Post Graduate Diploma In Banking - Banking
Manipal Academy
Bachelor of Arts -
DDU UNIVERSITY
Class XII - UP BOARD
T N Janta Intermediate College
Class X - CBSE
G M Academy Salempur
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