Prajit Jawahar

Wealth Relationship Manager @ ICICI Bank

About

I’m an MBA candidate in International Business in Munich with 2+ years of experience in financial analysis, reporting and market/sector research across banking, energy and consulting. What I enjoy most is the intersection of data, performance and decision-making: collecting and structuring numbers, understanding the story they tell, and turning that into clear messages for management. That’s why I’m especially interested in Global Performance Steering/Strategic Controlling roles. At ICICI Bank, I worked on a large book of client portfolios and helped standardise monthly performance reporting, build Excel templates and speed up KPI tracking. At Powergrid, I supported the strategy team with market and sector analyses and dashboards for management. At Percept and VAPS, I streamlined CRM and designed an ROI-oriented funding pipeline, which sharpened my sense for resource allocation and steering. Tools I’m comfortable with: Excel (advanced), PowerPoint, Power BI, Google Sheets/Slides, plus AI tools for faster analysis and first drafts. I like taking ownership of small projects (reports, dashboards, templates) and iterating until they’re reliable and easy for the team to use. As President of my university’s Finance Club, I organise events, coordinate speakers and keep a diverse group of students engaged - great training in project management, communication and working with different stakeholders. I’m currently looking for Working Student roles in Global Performance Steering / Controlling / Finance in Munich, where I can support reporting, forecasting and planning while continuing to learn about insurance performance, KPIs and IFRS.

Country

Germany

City

Munich

Industry

Management Consulting

Skill

Microsoft Power BI, Data Visualization, Insurance, Teamwork, Stakeholder Management, Data Analysis, International Financial Reporting Standards (IFRS), Consolidated Financial Statements, Valuation, Microsoft Excel, Microsoft PowerPoint, European Languages, Financial Controlling, Managerial Finance, New Customer Acquisitions, Customer Acquisition, Customer Relationship Management (CRM), Business Relationship Management, Sales Presentations, Investment Banking

Experience

Wealth Relationship Manager

ICICI Bank

2022-7 - 2024-3 · 1 yr 9 mos

New Delhi, Delhi, India

Managed a diverse book of high–net-worth client portfolios in a fast-paced environment, focusing on performance, risk and relationship management. Prepared recurring performance and risk reports, built tools to streamline analysis, and worked closely with cross-functional teams to improve data quality, reporting consistency and client outcomes. 1) Prepared monthly and quarterly performance packs for 250+ client portfolios (~€20m AUM), consolidating returns, risk metrics and cash flows for internal and client reviews. 2) Built Excel/Google Sheets models and dashboards that reduced reporting turnaround time and improved visibility on portfolio performance and trends. 3) Collaborated with Risk, Compliance and Product teams to validate assumptions and ensure consistency and accuracy across all reports and client materials. 4) Advised clients on portfolio allocation and product selection in line with their risk profiles, financial goals and market conditions.

Market Research and Strategy Intern

Power Grid Corporation of India Limited

2021-5 - 2021-7 · 3 mos

New Delhi, Delhi, India

Supported the Market Research & Strategy team with data-driven insights for planning and management discussions in the power/energy sector. Conducted market and sector analyses in the power/energy space and built Excel/Power BI dashboards to improve visibility on key operational and financial metrics. Prepared data extracts and concise one-pagers/slide decks for review meetings, helping management quickly understand trends and make informed decisions.

Business Development Intern

Percept Research & Consulting

2021-1 - 2021-3 · 3 mos

New Delhi, Delhi, India

Supported the business development team in organising the sales pipeline, analysing client data and preparing materials that helped prioritise high-potential opportunities. 1) Streamlined CRM and lead-tracking workflows, improving transparency and speed across the business development pipeline. 2) Conducted market and client analyses and turned findings into concise summaries to support decisions on which segments and opportunities to prioritise.

Digital Marketing Specialist

Voluntary Association for People's Service (VAPS)

2020-8 - 2020-11 · 4 mos

Tamil Nadu, India

Worked with an NGO supporting local artisans, helping to structure their revenue pipeline and communicate impact to partners and donors. 1) Designed an ROI-based funding pipeline for 40+ artisans, helping prioritise support and stabilise revenue flows. 2) Assisted in coordinating stakeholders and reporting impact metrics, improving transparency for donors and organisational partners.