I am a finance professional with expertise in [investment management / corporate finance / financial planning]. With [1 years] of experience, I help ... Read More
Experiences
3 years 5 months
Opslify
Aug 2025 - Current
Financial Advisor
I am a finance professional with expertise in [investment management / corporate finance / financial planning]. I help businesses and individuals make informed financial decisions, optimize their resources, and achieve long-term growth.
My focus is on delivering transparent, data-driven, and reliable financial solutions that align with each client’s goals. Whether it’s investment planning, cost optimization, or risk management, I strive to build trust and lasting relationships through professionalism and results.
ICICI Bank
May 2022 - May 2025
Assistant manager
As an Assistant Manager at ICICI Bank, I specialized in managing and growing the NRI (Non-Resident Indian) banking portfolio. My role involved end-to-end customer onboarding, from account opening to providing tailored banking solutions that meet international clients’ financial needs.
### Key Contributions:
* Handled and promoted NRI products, ensuring compliance with banking regulations.
* Assisted global clients in seamless account opening, documentation, and service activation.
* Built and maintained strong client relationships, resulting in higher customer satisfaction and retention.
* Collaborated with cross-functional teams to streamline processes, improving efficiency in service delivery.
* Provided financial advisory support to NRI clients, enhancing trust and long-term engagement
Core Skills:
Customer Relationship Management | Business Development | Banking Operations | Compliance |
Portfolio
No Portfolio added yet
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