Preeti S
Private Banker @ICICI Bank
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WORK HISTORY
Private Banker @ICICI Bank
New Delhi, IN
Providing services to Private Banking HNI clients & building relationship with our existing clients retaining them by maintaining Evaluating client portfolio locates the shortfalls, needs and makes the strategies to improve the portfolio and bank AUMCapturing financial needs of clients, making Investment plans, construction of Investment portfolios, maintaining Asset distribution and reviewing the progress of Investments.
EDUCATION
M.B.A. in International Business
M.B.A. in International Business
ABOUT PREETI S
Seasoned Investment professional working in private banking, wealth management and Institutional Banking.Demonstrated networking skills in developing relations with HNIs, SME and Corporates for their investment related and banking related needs. And also leveraging these contacts for increasing AUM base for investments, CASA, Mortgages. Managing Existing portfolio across regions.Increasing Business volume and Regular Submissions. Specialties: New Business Development Revenue Enhancement Key Account Management Marketing New Client Acquisition Credit Cards Portfolio Management
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