Aakash Iyer
Trade and Wealth Manager @ICICI Bank
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WORK HISTORY
Trade and Wealth Manager @ICICI Bank
IN
Handling 360 degrees in business banking requirement. Serving as primary financial advisor. Providing individual solutions to preserve the banks relationship with the high-net-worth customer base. Responsible for data handling & management and report generation on software’s like Power Bi, CRM, VRM, Finacle HNI & UHNI clients portfolio handling. Backend client handling responsibility.Providing individual solutions to preserve the banks relationship with the high-net-worth customer base.Preparing Bank Guarantee, Letter of Credit of Trade HNI customerBooking a deal from our HO team for Outward and inward remittance.Doing Re-KYC of wealth HNI customer.Preparing portfolio of Trade HNI customer.
EDUCATION
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Electrical and Electronics Engineering, Electrical and Electronics Engineering
ABOUT AAKASH IYER
I have one year experience in R k Laminates as a Marketing Executive and after that i switch to Vodafone as an MIS Executive and after 6 months i got promoted to credit associate profile in same organisation and got an experience of 2 years 3 months in same profile. I have got two rising stars for my great performance. Currently working as an Executive in LC department/ trade finance in dilip Buildcon Limited and got promoted to senior executive.
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