Jinal Prajapati
@jinalprajapati1
Wealth management Deputy Manager at ICICI Bank Ltd. serving HNI clients with tailored investment and banking solutions.
IndiaWhat I'm looking for
At ICICI Bank Ltd., I manage HNI client portfolios and provide personalized investment and banking solutions. I support financial planning, asset allocation, and risk profiling to shape tailored investment strategies.
I also cross-sell wealth management products, including mutual funds, insurance, fixed deposits, and structured financial solutions. I work with internal teams on service delivery and issue resolution while maintaining client relationships.
Previously, I worked in relationship management, banking operations, and customer service at IDFC FIRST Bank Ltd. and Kotak Mahindra Bank. I’m seeking opportunities in Customer Success, Account Management, or Operations with global fintech organizations like Stripe.
Experience
Work history, roles, and key accomplishments
Deputy Manager - Wealth Management
ICICI Bank Ltd.
May 2023 - Present (3 years 5 months)
Manage a portfolio of high-net-worth clients, providing personalized investment and banking solutions. Deliver financial planning, asset allocation, and risk profiling to offer tailored investment strategies.
Associate Relationship Manager
IDFC FIRST Bank Ltd.
Sep 2022 - Apr 2023 (7 months)
Identified sales prospects and executed business development strategies to drive growth. Managed customer service operations, resolving queries and ensuring high service quality.
Acquired CASA products and cross-sold TPP products such as life insurance, general insurance, demat accounts, loans, and credit cards. Identified new business leads and successfully pitched banking products.
Business Associate
Triforce Inc.
Jun 2020 - Nov 2020 (5 months)
Sold company products to clients through telemarketing and business development efforts. Made 100-150 client calls daily, achieving sales and revenue targets.
Education
Degrees, certifications, and relevant coursework
Gujarat University
Master of Commerce, Commerce
Grade: 67%
Master of Commerce degree from Gujarat University, completed in 2020 with 67%.
Gujarat University
Bachelor of Commerce, Commerce
Grade: 74%
Bachelor of Commerce degree from Gujarat University, completed in 2018 with 74%.
NISM
NISM Mutual Fund Distributor (V-A), Mutual Fund Distribution
Certification as a Mutual Fund Distributor (V-A) from NISM.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
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