Mani Kumar Pasupuleti
Deputy Manager (Wealth Retail and Trade) @ICICI Bank
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WORK HISTORY
Deputy Manager (Wealth Retail and Trade) @ICICI Bank
Mumbai, IN
Wealth Relationship Manager-1. Client Management: Manage high-net-worth individual (HNWI) relationships, understand their financial goals, and provide tailored solutions.2. Investment Advice: Offer investment products, wealth planning, and portfolio management services.3. Financial Planning: Assist clients with estate planning, retirement planning, and tax optimization.4. Product Sales: Cross-sell banking products like loans, credit cards, and insurance.5. Market Insights: Provide market trends and product insights to clients.Retail Relationship Manager-1. Customer Service: Manage relationships with retail customers, ensuring their banking needs are met.2. Product Sales: Sell retail banking products like savings accounts, loans, credit cards, and insurance.3. Customer Acquisition: Meet customer acquisition targets and expand the bank\'s customer base.4. Service Resolution: Resolve customer complaints and issues promptly.5. Sales Targets: Achieve sales targets for various retail products.Trade Relationship Manager-1. Client Relationship: Manage relationships with corporate clients, focusing on trade finance needs.2. Trade Finance Solutions: Offer trade finance products like letters of credit, guarantees, and export financing.3. Risk Management: Assess and manage trade-related risks for clients.4. Transaction Processing: Facilitate smooth processing of trade transactions.5. Market Insights: Provide updates on trade regulations, market trends, and opportunities.Common Responsibilities-1. Relationship Building: Build and maintain strong client relationships.2. Sales and Growth: Drive business growth through product sales and cross-selling.3. Customer Satisfaction: Ensure high customer satisfaction levels.4. Compliance: Ensure adherence to bank policies and regulatory requirements.
EDUCATION
Institute of Management Development and Research (IMDR) ,Pune
PGDM, financial management and international trade
Nalanda Degree College
Bachelor of Business Administration - BBA, Business/Commerce, General
ABOUT MANI KUMAR PASUPULETI
Deputy Manager at ICICI Bank, specializing in wealth and trade, with a PGDM in Financial…
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