AVP (Client Partner) - ICICI SECURITIES LTD - Mumbai
(2023-06)
Client Partner for managing wealth program and sourcing High Value Accounts and advisory to clients for achieve financial goal
- Managed 300 Clients investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long term as well as short term investments goals to devise personalized financial plan
- Cultivated and strengthened relationships with new clients through executing through onboarding process
- Worked with corporate customers to understand requirements and provide exceptional satisfactory service
AVP (Sr Banking Partner Exclusive Banking) - INDUSIND BANK LTD - Mumbai
(2022-06 - 2023-06)
For managing wealth program and sourcing High Value accounts and achieve branch target of numbers
- Managing Exclusive / Pioneer customers
- Maintaining client relationships and generate AUM from clients
- Advising HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition, to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios
- To coordinate with product and research team for taking investment decision for the clients
- To conduct and assist in organizing seminars, workshops and other business development activities
AVP (Sr Banking Partner Exclusive Banking) - INDUSIND BANK LTD - Mumbai
(2022-06 - 2023-06)
- Pan India top five in LI
- Achieved KRA
- Achieved monthly contest for LI, MUTUAL FUND, PMS
Senior Manager (Imperia relationship manager) - HDFC BANK LTD - Mumbai
(2021-12 - 2022-05)
- Acquire new client through Open Market & referral by Existing Clients
- An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
- Providing Financial Solutions to the customer according to his needs
- Suggesting suitable Financial Product
- Active the Inactive clients from portfolio
Senior Manager (Imperia relationship manager) - HDFC BANK LTD - Mumbai
(2021-12 - 2022-05)
- Qualified domestic trip
- Qualified retail asset contest
- Last year pan India rank 1 in life insurance
Senior Manager (Burgundy) - AXIS BANK LTD - Mumbai
(2018-09 - 2021-11)
- Acquire new client through Open Market & referral by Existing Clients
- An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
- Providing Financial Solutions to the customer according to his needs
- Suggesting suitable Financial Product
- Active the Inactive clients from portfolio
Senior Manager (Burgundy) - AXIS BANK LTD - Mumbai
(2018-09 - 2021-11)
- Qualified force 4 (Abroad Trip)
- Achieved KRA
- Qualified shubhaarambh 4 (mutual fund and pms)
- Achieved monthly contest for LI, MUTUAL FUND, PMS
- INCENTIVES
Deputy Branch Head - BAJAJ CAPITAL - Mumbai
(2016-11 - 2018-09)
- Acquire new client through Open Market & referral by Existing Clients
- An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
- Providing Financial Solutions to the customer according to his needs
- Suggesting suitable Financial Product
- Product- LI, GI, MF, PMS, BONDS, CORPORATE FD
Deputy Branch Head - BAJAJ CAPITAL - Mumbai
(2016-11 - 2018-09)
- Thailand trip
- Sr relationship manger to promote Deputy Branch Head
- Earning an incentive on quarterly basis
- Health insurance contest
- Qualified for the IPL Contest
- Qualified for the gift voucher by LI,mutual fund and Health Contest
ASDM - INDUSIND BANK LTD - Mumbai
(2014-12 - 2016-10)
- Managing Walk-in customers query and complaint & providing them effective solution
- Played a key role in people management and branch administration
- Conducts outbound marketing calls and scouts for new leads and referrals to generate business
- Responsible for sales of third-party products (Life Insurance - LI, Health Insurance, Mutual Funds - MF, Debit/ Credit Cards, etc. to the existing customer base
- Responsible for lead generation for Current Account and Savings Account
- CASA to new customers and deepening of account balances for existing customers
- Managing customer portfolio
- Managing & supervising branch operations with the objective of delivering timely
- Achieving monthly sales target
- Accountable for Cross selling potential customers other bank products effectively
- Responding & resolving the customer complaints and achieving their satisfaction
ASDM - INDUSIND BANK LTD - Mumbai
(2014-12 - 2016-10)
- Indus Pro Certified
- Month On Month top CSM Service score
Senior Financial Planning Executive - BAJAJ CAPITAL - Mumbai
(2012-10 - 2014-12)
- Acquire new client through Open Market & referral by Existing Clients
- An analysis the portfolio on the basis of their need and prepare a Financial Planning as per their requirement
- Providing Financial Solutions to the customer according to his needs
- Suggesting suitable Financial Product
- Resolution of queries of all mapped clients
- Active the Inactive clients from portfolio
Senior Financial Planning Executive - BAJAJ CAPITAL - Mumbai
(2012-10 - 2014-12)
- Earning an incentive on quarterly basis
- Qualified for the IPL Contest
- Won the TAB by qualifying LI Monsoon Contest
Financial Service consultant - ICICI PRUDENTIAL LIFE INSURANCE
(2011-07 - 2012-07)
- Investment Planning
- Providing Financial Solutions to the customer according to his needs
- Suggesting suitable Insurance Product
- Meet customer through pre fixed leads and appointment and provide them a need based life insurance solution
- Collecting renewal premium from existing customer and cross sell them
