RIDDHI SUWALKA
Barcelona
Summary
Finance professional with over 4 years of experience in wealth management, specializing in the NRI segment. Proven expertise in client relationship management, negotiation, and delivering customized financial solutions to high-net-worth individuals. Adept at financial analysis and investment planning. Seeking to deepen knowledge and expand global financial expertise through pursuing a Master's in Finance.
Overview
5
5
years of professional experience
Work History
Affluent Relationship Manager – NRI Segment
Standard Chartered Bank
04.2024 - 09.2024
- Managed a portfolio of NRI clients, providing tailored financial solutions to enhance wealth growth.
- Strengthened client engagement and retention through customized advisory services.
Affluent Relationship Manager – NRI Segment
Axis Bank Ltd.
01.2023 - 01.2024
- Negotiated and closed high-value deals, enhancing revenue and customer satisfaction.
- Increased portfolio AUM by 20% through strategic financial planning and relationship-building.
Affluent Relationship Manager – NRI Segment
IndusInd Bank
01.2020 - 01.2023
- Advised NRI clients on wealth management and investment strategies.
- Identified cross-selling opportunities, boosting revenue by 15%.
- Conducted financial analysis to align client investments with their long-term financial goals.
Education
Master's - Finance
EAE Business School
Barcelona, Spain07.2025
MBA - undefined
Jaipuria Institute of Management
01.2020
Bachelor's - Commerce
St. Xavier's College
01.2018
Skills
- Wealth Managemet
- Relationship building and management
- Project Management
- Analytical problem solving
- Solution management
Languages
English - Fluent
Spanish - Basic
Interests
Solo Travelling
Avid Meditator
Timeline
Affluent Relationship Manager – NRI Segment
Standard Chartered Bank
04.2024 - 09.2024
Affluent Relationship Manager – NRI Segment
Axis Bank Ltd.
01.2023 - 01.2024
Affluent Relationship Manager – NRI Segment
IndusInd Bank
01.2020 - 01.2023
MBA - undefined
Jaipuria Institute of Management
Bachelor's - Commerce
St. Xavier's College
Master's - Finance
EAE Business School
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