Rohan Kulkarni
Private Banking Relationship Manager @ICICI Bank
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WORK HISTORY
Private Banking Relationship Manager @ICICI Bank
Rajkot, IN
Developed and executed customized wealth management plans, focusing on asset allocation and risk assessment. • Acquired new HNI/UHNI clients through networking and referrals, while deepening existing relationships to enhance AUM. • Collaborated with internal teams to provide comprehensive solutions, including lending and insurance products. • Monitored economic trends and ensured compliance with banking regulations, maintaining client confidentiality.
EDUCATION
Kohinoor Business School, Mumbai.
MBA, Marketing
Deogiri College
B.Com, Commerce
ABOUT ROHAN KULKARNI
With a robust foundation in Marketing, Business Development Supply Chain Finance, Corporate banking,my journey at ICICI Bank has been about fostering enduring partnerships and driving strategic business growth. At the helm as Chief Manager, the focus has been on optimizing inventory funding strategies across Maharashtra and Goa along with increasing the ICICI presence in Banking penetration with 360 banking approachMy tenure at ICICI Bank honed my skills in new business development and conducting insightful business reviews. This role fortified my ability to navigate the financial landscape with innovative solutions, ultimately enhancing our client portfolio and contributing significantly to our regional market presence.
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