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Avaneeth Kuzhiveliyil, NRI Relationship Manager

Avaneeth Kuzhiveliyil

NRI Relationship Manager·ICICI Bank

United Arab Emirates

Bachelor's degree, Business And Commerce

Work experience

Total years of experience: 2 years, 5 months

NRI Relationship Manager

July 2023 - November 2025

ICICI Bank

Kannur, India

July 2023 - November 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.

Company industry:
Banking
Job role:
Banking

Education

University of Calicut

April 2023

April 2023

Bachelor's degree, Business And Commerce

India

GPA (rating): Good

GPA (rating): Good

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
View attachment

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

Languages

English
Expert
Malayalam
Native Speaker
Hindi
Intermediate

Training and Certifications

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

Hobbies

  • 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.