Sohini S.
Private Wealth Management l PMO in progress I
- Role
- Private Wealth Manager at ICICI Securities
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Sohini S.
Experienced Professional with a Strong Background in Banking and NBFC domain I am a highly motivated and results-driven professional with over 13 years of experience in the banking and NBFC industry. With a strong background in both banking and NBFC, I have a unique perspective on how to support business operations and drive growth. I am currently seeking a new opportunity to apply my skills and experience at a dynamic organization.Delivered 150% on sales targets for 6 consecutive years.
Experience
Private Wealth Manager
Mar 2025 — Present
Manage and grow a portfolio of HNI & UHNI clients by offering personalized wealth management solutions. Provide expert financial advice on investments, portfolio management, and asset allocation. Develop and implement tailored financial strategies to meet clients’ long-term goals. Build and maintain strong relationships with existing and potential clients. Stay updated on market trends, investment products, and regulatory changes. Collaborate with internal teams to deliver best-in-class wealth management services.
Education
Banaras Hindu University, Banaras
Bachelor's degree, Sociology, Psychology, Economics
2005 — 2008
Army Public School Kolkata
C.B.S.E, Humanities
2003 — 2005
Globsyn Business School
PGPDM, Business Administration and Management, General
St Teresa School , Kolkata
I.C.S.E, General
1993 — 2003
Skills
- Management
- Ability to Apply Right Skill at Right Time
- Microsoft Office
- Strategic Planning
- Work at Pressure
- Business Development
- Customer Relationship Management (Crm)
- Microsoft Excel
- Market Research
- Sharp
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.