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Pallomi .

Deputy Manager II - Wealth and Trade at ICICI Bank | PGPM Finance - IBS Kolkata’25 | Ex - Finance Intern at SMK Finserv

Kolkata

< 1 year of work experience

ICICI Bank
Jun 20257 mosDec 2025

Kolkata, West Bengal, India

-Managed client relationship by understanding customer profiles and identifying business opportunities. -Handled trade finance operations including Letters of Credit (LC), Bank Guarantees (BG), and remittance processing while ensuring accurate documentation and timely client support. -Delivered end-to-end problem resolution, addressing client queries efficiently and ensuring a smooth service experience. -Applied product knowledge to match business needs with appropriate banking and trade-related products.
SMK Financial Services
Feb 20244 mosMay 2024

Kolkata

A study on Performance Analysis of a Few Selected Equity and Hybrid Funds. -Conducted performance analysis of Equity and Hybrid mutual funds. -Evaluated risk-return metrics and prepared analytical insights for investment decisions

Education

ICFAI business school

MBA, Finance

ICFAI business school

20232 yrs2025
IBCS,SOA University

Bachelor of Business Administration - BBA, Accounting and Finance

IBCS,SOA University

20203 yrs2023

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Pallomi . on Tal

Headline

Deputy Manager II - Wealth and Trade at ICICI Bank | PGPM Finance - IBS Kolkata’25 | Ex - Finance Intern at SMK Finserv

About

Finance postgraduate with hands on experience experience as a Deputy Manager at ICICI Bank, specialising in banking operations, client servicing, and process execution. Skilled in managing high-volume transactions, ensuring data accuracy, maintaining compliance, and resolving client queries efficiently, with knowledge of personal banking products. Experienced in handling core banking activities including remittances, guarantees, and general financial operations, with a strong focus on smooth coordination and service delivery. Proficient in financial analysis and MS Excel, with the ability to work effectively in fast-paced environments. Seeking opportunities in Client Success, Operations, or Consulting to leverage my analytical, execution, and client management skills

Location

Kolkata

Work experience

Deputy Manager II (Wealth and Trade) at ICICI Bank, Jun 2025 - Dec 2025 · 7 mos, Kolkata, West Bengal, India, -Managed client relationship by understanding customer profiles and identifying business opportunities. -Handled trade finance operations including Letters of Credit (LC), Bank Guarantees (BG), and remittance processing while ensuring accurate documentation and timely client support. -Delivered end-to-end problem resolution, addressing client queries efficiently and ensuring a smooth service experience. -Applied product knowledge to match business needs with appropriate banking and trade-related products.

Finance Intern at SMK Financial Services, Feb 2024 - May 2024 · 4 mos, Kolkata, A study on Performance Analysis of a Few Selected Equity and Hybrid Funds. -Conducted performance analysis of Equity and Hybrid mutual funds. -Evaluated risk-return metrics and prepared analytical insights for investment decisions

Education

MBA, Finance, ICFAI business school

Bachelor of Business Administration - BBA, Accounting and Finance, IBCS,SOA University

Pallomi . - Deputy Manager II (Wealth and Trade) in Kolkata | Tal