Tanya Jaiswal
Manager
Mumbai
Summary
Dynamic finance professional with extensive experience in wealth management and client servicing, currently overseeing over ₹80 Cr AUM for high-net-worth clients. Expertise in client onboarding, KYC/AML compliance, portfolio advisory, and cross-functional coordination enhances the ability to provide tailored financial solutions. A strong foundation in relationship management, combined with analytical thinking, ensures the delivery of structured strategies that align with client objectives and adhere to regulatory standards. Committed to fostering long-term partnerships while driving financial success for clients.
Overview
2
2
years of professional experience
3
3
Certifications
Work History
Manager
ICICI Bank
06.2025 - Current
- Lead business development and client acquisition, managing over 150 high-net-worth clients, including promoters, CEOs, directors, and actors
- Drive sales, cross-selling, and portfolio management across CASA, FDs, mutual funds, insurance, loans, and investments
- Provide financial advisory, portfolio reviews, and wealth planning aligned with client objectives and risk profiles
- Ensure seamless client onboarding, KYC compliance, and service delivery through collaboration with product and operations teams
- Established and scaled a new branch in South Bombay, focusing on business growth and client acquisition from inception
- Conducted engagement events in societies and business hubs to strengthen brand presence and generate leads
- Manage an ₹80 Cr+ wealth book, delivering growth through investment advisory, and portfolio optimization
- Recognized for sales excellence, client engagement, and wealth portfolio expansion by the Regional Office
- Handle cross-branch portfolio across three locations, aligning branch teams to enhance client acquisition and servicing
HR Intern
ICICI Bank
04.2024 - 06.2024
- Conducted an in-depth analysis of employee training programs (100+ participants), benchmarked talent development and HR practices against HDFC, Kotak, and Axis, and delivered five strategic recommendations (three implemented) that enhanced organizational performance and employee engagement; awarded a PPO for exceptional contribution and strategic impact.
Education
MBA - Finance, Marekting
Indian Institute of Management
Sambalpur01.2025
B.Com - Finance
Banaras Hindu University
Varanasi, India01.2023
Skills
Proficient in Power BI for financial storytelling, utilizing DAX and interactive dashboards to analyze portfolio trends and drive data-backed investment decisions
NISM V-A certified professional with expertise in regulatory compliance, risk profiling, and strategic portfolio construction for HNI clients
Certification
Microsoft Power Bi Desktop for Business Development
Extra-Curricular Activities
Volunteered at Umang 2.0, IIM Sambalpur, contributing to CSR initiatives. Engaged 500+ underprivileged students, fostered learning, and witnessed their joy Volunteered at Umang 2.0, IIM Sambalpur, contributing to CSR initiatives. Engaged 500+ underprivileged students, fostered learning, and witnessed their joy
POSITIONS OF RESPONSIBILITY
- Senior Coordinator, Academ ic Committee: Acted as a liaison between 320+ student, faculty & the management & creating a smooth environment. Coordinated the Buddy program of IIM Sambalpur for 650+ students, managed events with industry professionals
- Senior Coordinator- Event Curation Team, ETHOS: Successfully led 3-day inter-B-school event, managing 800+ attendees & coordinating with multiple stakeholders. Demonstrated strong event management skills, including budget control, team leadership & celebrity management
- Communication, Editorial & Marketing, TEDxIIMSAMBALPUR: Created and managed content to increase audience reach & interest in TEDxIIMSambalpur. Successfully sold 105 tickets through online & offline marketing efforts
Timeline
Manager
ICICI Bank
06.2025 - Current
HR Intern
ICICI Bank
04.2024 - 06.2024
MBA - Finance, Marekting
Indian Institute of Management
B.Com - Finance
Banaras Hindu University