Saloni Radhakrishnani
@saloniradhakrishnani
I build client relationships and deliver tailored retail banking and investment solutions.
IndiaWhat I'm looking for
I've supported clients at ICICI Bank and ICICI Securities through personalized financial consultations, investment solutions, retail banking products, and account services. I manage client portfolios, help expand demat accounts, and resolve operational issues to maintain smooth customer experiences.
During my finance internship at IIFL Securities, I analyzed financial instruments and market indices, supported financial statement analysis, and built financial models and forecasts for planning and budgeting.
Experience
Work history, roles, and key accomplishments
Assistant Manager II – Relationship Manager
ICICI Bank
May 2025 - Nov 2025 (6 months)
Built and nurtured client relationships through branch visits and personalized financial consultations. Promoted retail banking products including mutual funds, SIPs, personal loans, credit cards, and CASA accounts.
Wealth Relationship Manager
ICICI Securities
Jan 2025 - May 2025 (4 months)
Managed and serviced a portfolio of existing clients to ensure satisfaction and long-term engagement. Conducted client meetings to understand financial goals and provide tailored investment solutions.
Finance Intern
IIFL Securities Ltd.
May 2023 - Jun 2023 (1 month)
Analyzed financial instruments and market indices to support strategic investment decisions. Assisted in financial statement preparation, financial modeling, and forecasting.
Education
Degrees, certifications, and relevant coursework
Vivekanand Business School
Post Graduate Diploma in Management, Banking and Finance
2022 - 2024
Pursued PGDM in Banking and Finance with coursework in Portfolio Management, Financial Risk Management, Mergers and Acquisitions, Commercial Banking, Securities Markets, and Corporate Finance.
V.E.S College of Science, Arts and Commerce
Bachelor of Financial Markets, Financial Markets
2018 - 2021
Completed Bachelors of Financial Markets with coursework in Taxation, Money Market, Venture Capital and Private Equity, and Derivatives.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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