Palak Sharma

Wealth Relationship Manager @ICICI Bank

Nagpur, IN

Relationship Manager – Wealth Management TeamICICI Bank, Civil Lines Nagpur Region - Handling and actively advising broad base of 500+ clients HNI and Ultra HNI Clients, for all their Banking needs. Advising clients on a range of investment opportunities for their financial growth, including Portfolio Management and other customized service requirements- Building strong client relationships through financial needs analysis, proactive engagement and trust. Delivering personalized wealth management solutions, including investment planning, mutual funds, insurance, fixed deposits, and loans- Monitoring market trends and provide timely insights to optimize client portfolios. Recommending suitable financial products, effectively handling all banking query and end-to-end relationship management of clients, including collaboration of specialized investment services and asset allocation for them, based on their financial goals and risk profiling- Consistently achieving business growth targets via lead generation, referrals, and cross-selling. Coordinating with internal teams to ensure seamless service delivery and enhance client experience.

Christ University, Bangalore

Bachelor of Business Administration - BBA, Business Administration and Management, General

Manipal Academy of Higher Education

Banking Training Program