At ICICI Bank, I steward a mapped wealth book of about ₹32.8 Cr across Retail and Business Banking relationships in Delhi/NCR. I track balance movements to distinguish transient fund flows from attrition and focus outreach on retaining and deepening high-value relationships.
I advise clients on mutual funds, fixed income and market-linked products, matching guidance to their risk profiles and life stages. I also time inflows around monthly-average-balance requirements and seek new-to-bank accounts through referrals and employee-banking offers.
At 180 Degrees Consulting, I led market research and go-to-market work for NGO clients, helping lift donor reach by 28–30% and targeted outreach for JMV Global Foundation by 32%. I also diagnosed operational gaps and delivered recommendations that guided resource-allocation decisions.
