ROHAN KULKARNI profile photo 2 on Tal
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ROHAN KULKARNI profile photo 2 on Tal
ROHAN KULKARNI profile photo 1 on Tal

ROHAN KULKARNI

Strategic Account Manager | UHNI Portfolio Advisor| ICICI Bank | Portfolio Growth + Tailored Working Capital & Inventory Finance | NISM Certified | Targeting Leadership | CWM pursuing

Pune Division

16+ years of work experience

ICICI Bank
Jun 20251 yr 3 mosPresent

On-site

• Developed and executed customized wealth management plans, focusing on asset allocation and risk assessment. • Acquired new HNI/UHNI clients through networking and referrals, while deepening existing relationships to enhance AUM. • Collaborated with internal teams to provide comprehensive solutions, including lending and insurance products. • Monitored economic trends and ensured compliance with banking regulations, maintaining client confidentiality. • Trust formation and Successation planning
ICICI Bank
Jun 20251 yr 3 mosPresent

HNI/UHNI relationship management and portfolio reviews for banking, investment and lending needs. Managing 120 cr Booksize, with accomplished growth of 50% of booksize till date with AUM 25 cr. Coordinated with investment specialist credit and branch team to deliver integrated solutions reducing turnaround time for key client requests and improving the satisfaction scores.
ICICI Bank
Feb 20205 yrs 5 mosJun 2025

Driving disbursement growth across WCF/SCF/channel finance limits and achieving pre-planned sales and revenue targets for ROMG region. Grew Book to 220 cr. Developed and executed monthly/quarterly sales plans aligned with OEM production, dispatch and dealer retail forecasts, ensuring strong program penetration.
HDFC Bank
Sep 20145 yrs 6 mosFeb 2020

Pune Area, India

HDFC Bank
Sep 20145 yrs 5 mosJan 2020

Forged and nurtured robust, enduring relationships with channel partners to drive unparalleled collaboration and business expansion. Refined the sales process and ensured that the sales team worked effectively and prioritized workloads.
Force Motors Ltd
Jan 20113 yrs 9 mosSep 2014

Gujrat & Madhya Pradesh

Kumar Builders
Mar 20104 mosJun 2010

Pune

ROHAN’s AI Stack

anthropic apis
anthropic apis
claude
claude
gemini
gemini
notebooklm
notebooklm
perplexity
perplexity
Microsoft Copilot
Microsoft Copilot

Education

Kohinoor Business School, Mumbai.

MBA, Marketing

Kohinoor Business School, Mumbai.

20092 yrs2011
deogiri college

B.Com, Commerce

deogiri college

20053 yrs2008

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Headline

Strategic Account Manager | UHNI Portfolio Advisor| ICICI Bank | Portfolio Growth + Tailored Working Capital & Inventory Finance | NISM Certified | Targeting Leadership | CWM pursuing

About

Currently serving as a Private Banker at ICICI Bank, with expertise in developing and implementing tailored wealth management plans for HNI and UHNI clients. Skilled in asset allocation, risk assessment, stakeholder engagement, and negotiation, the focus is on delivering comprehensive financial solutions, including lending and insurance products, to meet client needs while ensuring compliance with banking regulations. Scaled business from 60 cr to 140 cr With over a decade of experience in financial services, including private banking and inventory funding, contributions include cultivating strong client relationships, driving portfolio growth, and enhancing assets under management. End to End Asset lifecycle Management, Dedicated to providing strategic insights and personalized wealth solutions, while closely monitoring market trends to align with clients’ financial goals effectively.

Location

Pune Division

AI stack

anthropic apis

claude

gemini

notebooklm

perplexity

Microsoft Copilot

Work experience

Senior Private Banker at ICICI Bank, Jun 2025 - Present · 1 yr 3 mos, On-site, • Developed and executed customized wealth management plans, focusing on asset allocation and risk assessment. • Acquired new HNI/UHNI clients through networking and referrals, while deepening existing relationships to enhance AUM. • Collaborated with internal teams to provide comprehensive solutions, including lending and insurance products. • Monitored economic trends and ensured compliance with banking regulations, maintaining client confidentiality. • Trust formation and Successation planning

Bank Employee at ICICI Bank, Jun 2025 - Present · 1 yr 3 mos, HNI/UHNI relationship management and portfolio reviews for banking, investment and lending needs. Managing 120 cr Booksize, with accomplished growth of 50% of booksize till date with AUM 25 cr. Coordinated with investment specialist credit and branch team to deliver integrated solutions reducing turnaround time for key client requests and improving the satisfaction scores.

Finance Specialist at ICICI Bank, Feb 2020 - Jun 2025 · 5 yrs 5 mos, Driving disbursement growth across WCF/SCF/channel finance limits and achieving pre-planned sales and revenue targets for ROMG region. Grew Book to 220 cr. Developed and executed monthly/quarterly sales plans aligned with OEM production, dispatch and dealer retail forecasts, ensuring strong program penetration.

Sales Manager at HDFC Bank, Sep 2014 - Feb 2020 · 5 yrs 6 mos, Pune Area, India

Business Development Specialist at HDFC Bank, Sep 2014 - Jan 2020 · 5 yrs 5 mos, Forged and nurtured robust, enduring relationships with channel partners to drive unparalleled collaboration and business expansion. Refined the sales process and ensured that the sales team worked effectively and prioritized workloads.

Dealer Account Manager at Force Motors Ltd, Jan 2011 - Sep 2014 · 3 yrs 9 mos, Gujrat & Madhya Pradesh

Management Intern-Corporate Marketing at Kumar Builders, Mar 2010 - Jun 2010 · 4 mos, Pune

Education

MBA, Marketing, Kohinoor Business School, Mumbai.

B.Com, Commerce, deogiri college