John Antony

Wealth and Trade - Relationship Manager (Band Dm Ii) @ICICI Bank

Bengaluru, IN

As a Wealth and Trade Relationship Manager, I specialize in delivering personalized financial solutions to High Net Worth Individuals. My expertise lies in fostering strong client relationships through regular portfolio reviews, tailored investment strategies, and proactive wealth management.Key Responsibilities- Conduct routine portfolio reviews to measure plan success and strengthen client relationships- Develop customized strategies for asset allocation, portfolio diversification, and risk management- Advise clients on comprehensive financial planning, including retirement planning, insurance coverage, and education funding- Assist clients in setting short-term and long-term savings objectives- Evaluate a wide range of investment vehicles, including stocks, bonds, and mutual fundsTrade Relationship Management- Deliver competitive currency conversion rates through collaboration with the treasury team- Provide comprehensive 360-degree trade services, including onboarding to internal trade platforms- Assist with shipping bill regularization, loan provisioning, and Bank Guarantee issuance- Work closely with the Trade Desk team to ensure seamless trade operations and accurate customer documentation- Facilitate inward and outward remittance settlements for clients- Perform due diligence as required by the central team, ensuring compliance and risk management.