Abhishek Mattoo
Relationship Manager Financial Services @Icici Bank Canada
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WORK HISTORY
Relationship Manager Financial Services @Icici Bank Canada
ON, CA
Client Consultation: Assess clients\' financial needs and provide tailored advice on products and services.Product Knowledge: Stay informed about various financial products, including loans, mortgages, investments, and insurance.Application Processing: Assist clients in completing financial applications and documentation.Financial Analysis: Analyze clients\' financial situations to recommend appropriate solutions.Compliance: Ensure compliance with regulatory requirements and internal policies.Relationship Management: Build and maintain strong relationships with clients to foster loyalty and trust.Sales and Marketing: Promote financial products and services to meet sales targets.Problem Resolution: Address client concerns and resolve issues related to services or products.Market Research: Conduct research on market trends to inform product development and client advice.Reporting: Prepare reports on client interactions, sales, and performance metrics.
EDUCATION
Panjab University,Chandigarh
Bachelor of Business Administration - BBA
Northern College of Applied Arts and Technology
Higher National Diploma
Northern College of Applied Arts and Technology
Diploma of Education
ABOUT ABHISHEK MATTOO
I am a financial services professional with 4+ years of experience in private banking, compliance, and client service, supporting high-net-worth (HNW) clients and ensuring adherence to regulatory standards. At ICICI Bank Canada, I partnered with senior private bankers to provide tailored banking and wealth solutions, including RRSP, TFSA, and GICs, while managing client onboarding and CRM processes. My focus on delivering personalized service resulted in an 85% client retention rate and recognition through a Client Service Excellence Award. Previously, at Axis Bank in India, I worked as an AML Compliance Investigator, specializing in enhanced due diligence (EDD), KYC, and AML/ATF monitoring for high-risk clients. I collaborated with compliance and legal teams to improve internal controls, investigate suspicious activities, and strengthen reporting practices. I also bring proven operational leadership from managing a team of 40+ in the retail sector, where I improved efficiency by 30% and reduced annual costs by $15K through process improvements. Key Skills & Expertise: Private & Retail Banking Services Client Relationship Management (HNW Focus) Compliance, AML/ATF & Risk Oversight Wealth Management Products (RRSP, TFSA, GIC) Financial Operations & Reconciliations Cross-Functional Collaboration Process Improvement & Leadership Passionate about building long-term client relationships and driving operational excellence, I am currently pursuing my IFIC certification to strengthen my expertise in wealth management and financial advisory.
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