Vineet Kanta
Wealth Manager
Rourkela,OD
Summary
Results-driven professional with a PGDM in Systems & HRM and a B.Tech in Metallurgical Engineering, currently serving as Deputy Manager in Wealth and Trade at ICICI Bank. Proven expertise in managing high-net-worth client relationships, optimizing trade finance operations, and leveraging data analytics tools like Excel, Tableau, and PowerBI. Demonstrated ability to drive sales growth and process improvements, evidenced by a 20% sales increase during a strategic internship. Strong foundation in business analytics and project management, complemented by multiple industry certifications.
Overview
2
2
years of professional experience
6
6
Certificates
4
4
Languages
Work History
Deputy Manager-II, Wealth and Trade
ICICI Bank Ltd
06.2024 - Current
- Managed relationships with over 300 HNI and trade customers, providing tailored financial solutions and implementing process improvements.
- Enhanced trade finance efficiency by strengthening cash management functions and optimizing operational processes.
- Diversified customer portfolio management across all organizational products and services.
Education
PGDM - Systems & HRM
SDMIMD
Mysuru02-2024
B.Tech - Metallurgical and Materials Engineering
Veer Surendra Sai University Of Technology (VSSUT)
Burla07-2021
12th Std - Science
Delhi Public School
Rourkela05-2017
10th Standard - undefined
Delhi Public School
Rourkela05-2015
Skills
Data interpretation
Excel data analysis skills
Data visualization expertise
Experience with Power BI
Proficient in Orange Software
Financial services
Business intelligence analysis
Certification
Insurance Advisory - IRDA (2024)
Timeline
Deputy Manager-II, Wealth and Trade
ICICI Bank Ltd
06.2024 - Current
B.Tech - Metallurgical and Materials Engineering
Veer Surendra Sai University Of Technology (VSSUT)
12th Std - Science
Delhi Public School
10th Standard - undefined
Delhi Public School
PGDM - Systems & HRM
SDMIMD
LANGUAGES
English (Proficient)
Hindi (Proficient)
Odia (Native)
Bengali (Competent)
ACCOMPLISHMENTS
- Volunteer Work
- Single Point Of Contact (SPOC) at Club Silicon, The Systems Club of SDMIMD (2023)
- Led a team of 6 members as the SPOC, fostering teamwork and system club initiatives.
- Committee Member at SDMIMD Speakers Club and Kalanubhav Committee (2022-2024)
- Contributed to cultural and speaker club activities, enhancing team collaboration and event execution.
NOTABLE ACHIEVEMENTS
- Managed relationships with over 300 HNI and trade customers, delivering tailored financial solutions and process improvements.
- Drove a 20% increase in sales for a major life insurance investment bond by generating leads and implementing targeted business development strategies.
- Enhanced trade finance efficiency by strengthening cash management functions and optimizing operational processes.
ACCOMPLISHMENTS
- Volunteer Work
- Single Point Of Contact (SPOC) at Club Silicon, The Systems Club of SDMIMD (2023)
- Led a team of 6 members as the SPOC, fostering teamwork and system club initiatives.
- Committee Member at SDMIMD Speakers Club and Kalanubhav Committee (2022-2024)
- Contributed to cultural and speaker club activities, enhancing team collaboration and event execution.