Priti rani deva
@pritiranideva
Client Relationship Manager at Banyan Tree Advisors managing a ₹700 Crore portfolio for high-net-worth clients.
IndiaWhat I'm looking for
At Banyan Tree Advisors, I serve as the exclusive point of contact for high-net-worth clients and manage a ₹700 Crore portfolio. I guide clients through investment philosophies and portfolio performance, and coordinate with research and investment teams to communicate portfolio decisions.
Earlier, at ICICI Bank Ltd, I managed a ₹5 Crore portfolio and led a six-member team. I also generated Mutual Fund business worth ₹1.25 Crore and Life Insurance business worth ₹30 Lakh.
Experience
Work history, roles, and key accomplishments
Manager – Relationship Manager
Axis Bank Ltd
Jul 2021 - Present (5 years 3 months)
Managed client portfolio with personalized services for fund allocation across MF, LI, GI, and Credit Cards. Provided end-to-end operational support to wealth customers from documentation to transaction processing.
Client Relationship Manager (Non-Sales)
Banyan Tree Advisors
Jan 2021 - Present (5 years 9 months)
Serve as the exclusive point of contact for high-net-worth clients in a referral-driven Portfolio Management Services (PMS) firm. Manage a client portfolio worth ₹700 Crore, ensuring regular performance reviews and proactive communication.
Deputy Manager II
ICICI Bank Ltd
Jul 2017 - Jun 2021 (3 years 11 months)
Worked as a Privilege Banker managing and deepening relationships with NRI and residential clients. Managed a portfolio worth ₹5 Crore and led a 6-member team, improving key performance metrics.
IT Executive
Franciscon Solution Pvt Ltd
Feb 2016 - Oct 2016 (8 months)
Handled school management software operations and system administration.
Education
Degrees, certifications, and relevant coursework
ICICI Manipal Academy
Post Graduate Diploma, Banking Management
2016 - 2017
Grade: CGPA: 8.29
Completed a Post Graduate Diploma in Banking Management with a CGPA of 8.29.
Veer Kunwar Singh University
Bachelor of Science, Chemistry
2010 - 2013
Grade: 70.3%
Earned a Bachelor of Science with a major in Chemistry, achieving 70.3%.
CBSE
Intermediate, PCM
2009 - 2010
Grade: 67%
Completed Intermediate in PCM (Physics, Chemistry, Mathematics) with 67%.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
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