@rashikajaiswal
Private Banker at ICICI Direct who drives AUM growth and delivers custom asset allocation strategies for affluent clients.
IndiaAt ICICI Direct, I drive AUM growth and deliver wealth management solutions to affluent clients. I structure custom asset allocation strategies around complex financial profiles and prepare portfolio performance reports while adhering to industry regulations.
As a Relationship Manager at ICICI Direct, I managed HNI portfolios and provided tailored advisory services. I supported client retention and identified opportunities to expand key accounts through upselling and cross-selling.
Work history, roles, and key accomplishments
ICICI Direct
Jan 2024 - Jan 2026 (2 years)
Drive AUM growth and deliver comprehensive wealth management solutions to affluent clients. Structure and execute custom asset allocation strategies based on complex financial profiles.
ICICI Direct
Jan 2023 - Jan 2024 (1 year)
Managed high-net-worth individual (HNI) client portfolios, serving as the primary point of contact. Sustained high retention rates by providing prompt, tailored advisory services and resolving complex client requests.
Degrees, certifications, and relevant coursework
MBA, Finance & Marketing
Pursued an MBA in Finance and Marketing at Global Business School and Research Centre, Pune.
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce (B.Com) at Sunbeam Women’s College, Varuna, Varanasi.
NISM Certification, Securities Markets
Holds NISM certifications in Series V-A, XXI-A, and XXV-A.
IRDA Certification, Insurance
Holds IRDA certification in Insurance and Markets.
Software and tools used professionally
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