Junitta Stephen

I am a dedicated Affluent Relationship Manager at ICICI Bank, where I manage a clientele of approximately 500 High Net Worth Individuals (HNI) and Ultra-HNI clients. My role involves delivering personalized financial advice and investment strategies, successfully achieving a remarkable 52% growth in Client Assets Under Management (AUM) totaling Rs 150 Cr. I pride myself on my proactive relationship-building skills and my ability to conduct comprehensive needs analysis, ensuring that my clients receive tailored financial planning and risk profiling.

In addition to my client-facing responsibilities, I have taken on a mentorship role, training and guiding newly onboarded employees. My efforts in product training and buddy mentorship have significantly reduced costs and improved team efficiency by 46%. My previous experiences, including a marketing internship and an accounting role, have equipped me with a diverse skill set that enhances my ability to provide exceptional service and drive results.