Summary
Overview
Work History
Education
Skills
Languages
Interests
Timeline
Generic
RIDDHI SUWALKA

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
2024.04 - 2024.09
  • 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.
2023.01 - 2024.01
  • 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
2020.01 - 2023.01
  • 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, Spain
07.2025

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
2024.04 - 2024.09

Affluent Relationship Manager – NRI Segment

Axis Bank Ltd.
2023.01 - 2024.01

Affluent Relationship Manager – NRI Segment

IndusInd Bank
2020.01 - 2023.01

MBA - undefined

Jaipuria Institute of Management

Bachelor's - Commerce

St. Xavier's College

Master's - Finance

EAE Business School
RIDDHI SUWALKA