Vertika Yadav
New Delhi
Summary
Dedicated and results-driven banking professional with over 4 years of experience in customer relationship management, sales, and financial product advising. Proven ability to exceed performance targets, cultivate lasting client relationships, and drive cross-selling success. Skilled in aligning investment strategies with client needs and managing high-net-worth portfolios.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Private Banking Relationship Manager
Icici bank
04.2025 - Current
- Managed high-net-worth client relationships through personalized banking solutions.
- Collaborated with financial advisors to develop tailored investment strategies.
- Conducted regular market analysis to inform client financial decisions.
Regional Head – Sales (Wealth)
ICICI Bank
Delhi
04.2024 - Current
- Leading and mentoring a high-performing team of wealth managers to deliver superior client service and meet regional sales targets
- Designing and executing goal-based financial strategies tailored to individual client profiles and long-term objectives
- Managing an extensive wealth portfolio, ensuring optimal asset allocation and sustained growth
- Conducting regular training sessions to enhance team expertise in investment products and compliance standards
- Collaborating with cross-functional teams to introduce innovative financial solutions and drive market competitiveness
- Ensuring adherence to regulatory requirements while maintaining the highest standards of customer experience
- Monitoring regional performance metrics, implementing corrective actions to maximize productivity and client retention
- Building strong relationships with HNI and UHNI clients, offering personalized wealth management and advisory services
Product Specialist
ICICI Bank
New Delhi
12.2022 - 04.2024
- Advised clients on risk-aligned investment options and updated them post-sale
- Assessed client requirements to ensure product suitability based on financial goals
- Collaborated with sales teams to refine strategies for product penetration
- Delivered timely updates to clients, enhancing satisfaction and retention
Privilege Banker
ICICI Bank
New Delhi
10.2020 - 12.2022
- Built and maintained strong relationships with HNI clients to boost cross-selling
- Achieved sales targets for CASA accounts and wealth management products
- Guided customers on financial solutions and offered tailored product advice
- Managed KYC documentation and compliance for new customer accounts
- Led daily team huddles to strategize on customer acquisition and fund movement
- Oversaw operations of the Privilege Banking Zone to ensure seamless service
Education
Master of Business Administration - Finance
University of Lucknow
01.2020
M.Com - Finance
University of Lucknow
01.2016
B.Com - Finance
University of Lucknow
01.2014
Skills
- Team Leadership
- Investment Advisory
- Sales & Cross-Selling
- Customer Relationship Management
- Financial Analysis
- Compliance & Risk Assessment
- Persuasive Communication
- Problem Solving
- Creative Thinking
Certification
- Certified in NISM-Series-V-A: Mutual Fund Distributors (AMFI)
- Financial training and certification – Magnum Educorporates, Lucknow
- Internship – Axis Bank, Wealth Management Project
- Internship – BFC Capital Pvt Ltd (Wealth Management Firm)
Languages
Hindi
First Language
English
Advanced
C1
Timeline
Private Banking Relationship Manager
Icici bank
04.2025 - Current
Regional Head – Sales (Wealth)
ICICI Bank
04.2024 - Current
Product Specialist
ICICI Bank
12.2022 - 04.2024
Privilege Banker
ICICI Bank
10.2020 - 12.2022
Master of Business Administration - Finance
University of Lucknow
M.Com - Finance
University of Lucknow
B.Com - Finance
University of Lucknow