Dipak Kumar Singh
Relationship Manager Wealth
Indore
Summary
Proven track record in enhancing client portfolios and fostering strong relationships at ICICI Bank, showcasing expertise in Portfolio Management and Client Retention. Leveraged technical analysis and relationship-building skills to exceed client expectations and drive revenue growth, achieving top-tier customer satisfaction ratings. Motivated Relationship Manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
SBI Bank
08.2023 - Current
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
Service Relationship Manager Private Banking Group
ICICI Bank
01.2022 - 08.2023
- Created detailed reports on account performance, highlighting areas requiring attention or improvement for both internal teams and clients alike.
- Influenced positive change within the organization by championing best practices related to customer service excellence and relationship management techniques.
- Identified opportunities for upselling additional services, contributing to revenue growth within the organization.
Branch Manager
ICICI Bank
05.2019 - 12.2021
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Engaged employees in business processes with positive motivational techniques.
Deputy Branch Manager
ICICI Bank
04.2018 - 05.2019
- Managed daily operations to ensure smooth functioning of the branch and timely completion of tasks.
- Conducted regular audits of branch operations to identify areas for improvement and implement corrective actions.
- Acted as interim Branch Manager during vacations or absences from work; providing seamless leadership continuity without sacrificing operational efficiency.
Customer Service Manager
ICICI Bank
04.2017 - 03.2018
- Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Developed strong relationships with key clients, ensuring their needs were met consistently and promptly.
Education
MBA - Finance
Institute of Management Studies DAVV
Indore 04.2001 -
Post Graduate Diploma in Banking And Finance - Banking And Finance
ICICI Manipal Academy
Banglore 04.2001 -
Bachelor of Engineering - Computer Science
Truba College of Engineering And Technology
Indore 04.2001 -
Higher Secondary - PCM
Tilok Chand Jain H.S. School
Indore 04.2001 -
High School -
Tilok Chand Jain H.S. School
Indore 04.2001 -
Skills
Portfolio Performance Monitoring
Retirement planning
Cash Flow analysis
Client Relationship Building
Portfolio Management
Asset Allocation
Portfolio diversification
Client Retention
Technical Analysis
Certification
NISM, IRDA
Timeline
Wealth Relationship Manager
SBI Bank
08.2023 - Current
Service Relationship Manager Private Banking Group
ICICI Bank
01.2022 - 08.2023
Branch Manager
ICICI Bank
05.2019 - 12.2021
Deputy Branch Manager
ICICI Bank
04.2018 - 05.2019
Customer Service Manager
ICICI Bank
04.2017 - 03.2018
MBA - Finance
Institute of Management Studies DAVV
04.2001 -
Post Graduate Diploma in Banking And Finance - Banking And Finance
ICICI Manipal Academy
04.2001 -
Bachelor of Engineering - Computer Science
Truba College of Engineering And Technology
04.2001 -
Higher Secondary - PCM
Tilok Chand Jain H.S. School
04.2001 -
High School -
Tilok Chand Jain H.S. School
04.2001 -