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Jitendra Yadav — Registered Investment Advisor, Family Offices, IIMCL · ICICI Bank · Delhi, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
As a Product Specialist at ICICI Bank, Managing AUM (MF & ALTERNATE:1000Cr+ 4500 Cr Demat Book+ 1500 Cr CASA Book), I contribute to the private banking channel by supporting private wealth managers, enhancing client relationships, and driving bespoke financial solutions. With over a decade of experience in wealth and asset management, my expertise centers around nurturing high-value portfolios, strategic mentoring, and fostering sustainable business growth.
Previously, I led regional sales for the wealth and private banking segments, overseeing a team of seasoned relationship managers and managing substantial AUM. My mission is to enable client success through a collaborative, client-focused approach while leveraging my skills in strategic planning, team mentoring, and investment management.
Experience
Registered Investment Advisor, Family Offices, IIMCL
ICICI Bank · Delhi, India
Feb 2026 – Present
Key Account Manager
AU SMALL FINANCE BANK · Delhi, India
Aug 2020 – Jan 2023
Education
Skills
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