Wealth & Trade Relationship Manager | Banking & Financial Services
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Banking professional with over 12 years of experience in wealth management, relationship management, insurance, lending, and retail banking. Proven track record in client acquisition, portfolio growth, cross-selling financial products, and achieving business targets. MDRT-qualified professional with multiple performance awards.
Wealth & Trade RM - ICICI Bank Ltd.
(2023-02)
Manager - Kotak Mahindra Bank Ltd.
(2020-04 - 2023-02)
Deputy Manager - HDFC Bank Ltd.
(2017-02 - 2020-04)
Relationship Manager - HDB Financial Services Ltd.
(2014-07 - 2017-02)
Sales Executive - Express BPO Services Pvt. Ltd.
(2012-05 - 2013-01)
Trainee Executive - Azure Knowledge Corporation Pvt. Ltd.
(2011-07 - 2012-01)
M.Com - Gujarat University (2017)
B.Com - R.H. Patel Commerce College, Gujarat University (2012)
HSC - J.R. City Commerce College, Nashik (2007)
SSC - New English School, Nashik (2005)
