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تم إلغاء حظر المستخدم بنجاح
Avaneeth Kuzhiveliyil, NRI Relationship Manager

Avaneeth Kuzhiveliyil

NRI Relationship Manager·ICICI Bank

الإمارات العربية المتحدة

بكالوريوس, Business And Commerce

الخبرة العملية

مجموع سنوات الخبرة: 2 سنوات, 5 أشهر

NRI Relationship Manager

يوليو 2023 - نوفمبر 2025

ICICI Bank

Kannur، الهند

يوليو 2023 - نوفمبر 2025

Managed 400+ HNW/NRI customer portfolios, supported in delivering end-to-end financial and
investment servicing.
Assisted in periodic portfolio reviews, identifying rebalancing needs and preparing investment evaluation
notes.
cross-selling of investment, deposit, and liability products—achieved 150% of monthly cross-sell targets.
Contributed to portfolio growth and revenue optimization by identifying client-level business
opportunities.
Strengthened client engagement via proactive service calls and periodic follow-ups, enhancing
satisfaction and retention.
Prepared customized financial solutions based on client risk profiles, cash flows, return expectations,
and market conditions.
Handled client queries, service requests, and non-routine interactions with strong service standards,
95% of issues resolved within 24 hours.

مجال الشركة:
البنوك
الدور الوظيفي:
البنوك

التعليم

University of Calicut

أبريل 2023

أبريل 2023

بكالوريوس، Business And Commerce

الهند

المعدل التراكمي (التقدير): جيد

المعدل التراكمي (التقدير): جيد

Completed a Bachelor of Commerce with a specialization in Computer Applications, gaining a strong foundation in commerce, finance, and business operations, complemented by practical exposure to information technology and data handling. Key Academic Learning: • Financial Accounting, Corporate Accounting, and Cost Accounting • Business Economics, Business Law, and Management Principles • Banking, Insurance, and Financial Services • Computerized Accounting and Management Information Systems (MIS) • Database Management Systems (DBMS) and basics of SQL • Programming fundamentals and office productivity tools • E-commerce concepts and business applications of IT Academic Project: • Completed a final-year project focused on the application of computer systems in business/finance operations, involving data analysis, report preparation, and practical problem-solving using computer applications. Achievements & Skills Gained: • Developed strong analytical and quantitative skills relevant to finance and banking roles • Gained hands-on experience with accounting software, MS Excel, and data management tools • Improved business communication, presentation, and documentation skills • Built an understanding of how technology supports financial processes and decision-making
عرض المرفق

Skills

Bank Operations
Expert
Bank Operations
Expert
Anti Money Laundering
Expert
Anti Money Laundering
Expert
Portfolio Management
Expert
Portfolio Management
Expert
Investment Advisory
Expert
Investment Advisory
Expert
Branch Banking
Expert
Branch Banking
Expert
BANKING
Expert
BANKING
Expert
BANKING SERVICES
Expert
BANKING SERVICES
Expert
CLIENT ONBOARDING
Expert
CLIENT ONBOARDING
Expert
CROSS FUNCTIONAL COLLABORATION
Expert
CROSS FUNCTIONAL COLLABORATION
Expert
INVESTMENTS
Expert
INVESTMENTS
Expert
PORTFOLIO MANAGEMENT
Expert
PORTFOLIO MANAGEMENT
Expert
REGULATORY COMPLIANCE
Expert
REGULATORY COMPLIANCE
Expert
RELATIONSHIP BUILDING
Expert
RELATIONSHIP BUILDING
Expert
RELATIONSHIP MANAGEMENT
Expert
RELATIONSHIP MANAGEMENT
Expert
WEALTH MANAGEMENT
Expert
WEALTH MANAGEMENT
Expert
Sales
Expert
Sales
Expert
Microsoft Office
Expert
Microsoft Office
Expert
Management
Expert
Management
Expert
Customer Service
Expert
Customer Service
Expert
Microsoft Excel
Expert
Microsoft Excel
Expert

اللغات

الانجليزية
متمرّس
الملايام
اللغة الأم
الهندية
متوسط

التدريب و الشهادات

الشهادات
Post Graduate Programme in Relationship Management (PGPRM)
XXI-A Portfolio Management Services
V-A Mutual Funds Distribution

الهوايات

  • Music Production, Guitar and Piano Playing, Football
    Played for ICICI Bank’s main team for Bankers Club and Won the League Trophy against 12 Other Bank Teams.