Gomathi Nadar

Wealth and Trade Relationship Manager at ICICI BANK

Role
Deputy Manager at ICICI Bank
Location
Mumbai, MH, IN
LinkedIn followers
500 followers

Experience

  1. Deputy Manager

    ICICI Bank

    Dec 2023 — Present · Mumbai, IN

    Monitor and address HNI clients banking and Investment requirements2. Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness3. Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling4. Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio5. Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile6. Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Resolution of queries for all managed clients within TAT specified8. Ensure compliance as per the bank requirements9. Maintain regular contact with clients

Education

  • Late Shri. Vishnu Waman Thakur Charitable Trust VIVA Institute of Technology at Shirgoan Post Virar Tal Vasai Dist Thane

    Bachelor’s Degree

    2011 — 2014

  • Mumbai University Mumbai

    Master’s Degree

    2014 — 2016

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Gomathi Nadar — Deputy Manager at ICICI Bank in Mumbai, MH, IN | Unifers