Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Declaration
Timeline
CustomerServiceRepresentative

SUBHANKIT SURANA

17/377 CHOPASANI HOUSING BOARD JODHPUR

Summary

Enthusiastic professional experienced in leading branch staff to exceed sales goals while delivering excellent customer service. Resourceful Branch Manager adept at increasing productivity and efficiency through streamlining operations. Possess strong skills in team leadership, customer relationship management, and financial oversight. Excel in communication, problem-solving, and adaptability, ensuring seamless branch operations while fostering a positive work environment.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Wealth Relationship Manager

ICICI BANK LTD
JODHPUR
05.2018 - Current
  • Managed client portfolios to achieve optimal investment strategies and enhance financial growth.
  • Cultivated strong connections with high-net-worth clients to assess financial objectives.
  • Performed market analyses to support data-driven investment recommendations.
  • Fostered collaborations with external partners like banks and brokers for streamlined services.
  • Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
  • Collaborated with other team members to develop customized solutions for clients' wealth management needs.
  • Conducted detailed analysis of client portfolios to identify opportunities for improvement.
  • Analyzed current market trends and suggested potential investments accordingly.
  • Monitored client portfolios regularly to identify any discrepancies or irregularities in transactions.

Assistant Manager

KOTAK MAHINDRA BANK LTD
JODHPUR
10.2014 - 04.2018
  • Contributed to team through daily operations and strategic planning initiatives.
  • Supported team in daily operations and strategic planning initiatives.
  • Assisted in training new employees on company policies and procedures.
  • Facilitated communication between departments to improve workflow efficiency.

Education

MBA - MARKETING AND FINANCE

JODHPUR NATIONAL UNIVERSITY
Jodhpur
03-2014

Bachelor of Commerce - Commerce

JAI NARAYAN VYAS UNIVERSITY
JODHPUR
03-2012

Skills

  • Portfolio management
  • Investment strategy
  • Market analysis
  • Financial planning
  • Wealth management
  • Problem solving
  • Effective communication
  • Portfolio performance monitoring
  • Insurance planning
  • Wealth preservation strategies

Accomplishments

  • MUTUAL FUND CONTEST QUALIFICATION
  • ICICI LOMBARD HEALTH INSURANCE CONTEST QUALIFICATION
  • DEMAT CONTEST QUALIFICATION

Certification

  • NISM
  • IRDA

Languages

English
First Language
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2

Declaration

  • I here by declare that all the information provided above is true to the best of my knowledge.

 

Timeline

Wealth Relationship Manager

ICICI BANK LTD
05.2018 - Current

Assistant Manager

KOTAK MAHINDRA BANK LTD
10.2014 - 04.2018

MBA - MARKETING AND FINANCE

JODHPUR NATIONAL UNIVERSITY

Bachelor of Commerce - Commerce

JAI NARAYAN VYAS UNIVERSITY

Similar Profiles

CREATE PROFILE
SUBHANKIT SURANA