Garima Nanduri

Experience

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  New delhi

  Jan 2006 - Jun 2008

  Icici prudential life
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  ICICI Prudential Life Insurance Company Limited

  Jan 2007 - Jun 2008

  TRAINING MANAGER

  • Support all aspects of training including program administration, communication, execution, tracking, reporting and evaluation.• Generate program reports, monthly dashboards and share the same with all internal Training teams .• Deliver Sales-specific training at varying skill levels, for Direct Sales, Management and Business Development Channels• Identify the learning needs for the business / sales teams• Continuously improve on low-performers in the field by coaching / mentoring to enhance productivity.• Key Team player for conducting training the trainer , Magic , and Fin sight , • Supported Product team to formulate new induction Programmes for advisors ,• Closely involved in the launch of new products for the organisation .• Drive business team’ performance through Training Content Devellopment, Delivery and coaching.Pursue performance areas that directly support the company’s bottom line. Show less

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  HDFC BANK

  Jan 2010 - Dec 2014

  • Develop professional ,mutual beneficial and profitable relationship between client and Private Banking • Identify services the client requires and creatively and resourcefully ensuring they are provided with timelines.• Ensuring security documentation is accurately prepared completed, registered and renewed as applicable.• Review investments ,strategies ,and goals with existing clients on a regular basis .• Catering need with asset product as the per the client requirements.• Adhering to Bank standards, policies and business practices to ensure that the private banking team is meeting the appropriate regulatory and compliance reqirements as they relate to both new and existing clients . Show less Skills in developing relationships with key decision-makers in target organizations for Enhancement of Market Share of the Organisation .Ensured successful ramp up of new assignments while working in coordination with corporates & ensuring effective service deliverables..Developed Presentations for corporates to incorporate cost savings models . •Volunteered to train all the relationship managers of the cluster- an initiative that enhanced business Appointed as a Cluster Manager for fulfilment of Corporate Business from 70 Corporates ,and Handled 7 branches .Was responsible for Sales and Branch Operations to improve on Services and avoid Corporate complaints. Role involved handling & Maintaining existing relationships and conceptualising and implementing competent strategies with a view to penetrate new relationships to expand existing book size . Increasing Brand Image in the corporates by using innovative methods. Commercial negotiations. Led a team of 4 Sales managers and 40 Executives at various levels. Show less

  • Associate director, Private Banking

    Oct 2012 - Dec 2014

  • Coroporate Relationship Manager

    Jan 2010 - Oct 2012
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  L&T Finance

  Dec 2014 - May 2016

  Senior Wealth Manager

  • Market financial services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.• Assesses clients'​ financial situation by gathering information and evaluating risk tolerance• Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.• Provides financial management information by preparing financial status analyses and reports.• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.• Actively source business from prospects and follow up on sales leads within designated market segments. Show less

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  Axis Bank

  Jun 2016 - Feb 2018

  Private Banker

  Handling private Banking for ultra HNI client for Axis Banking , Responsible for people management , product penetration, corporate lending , wealth management, portfolio designing & risk managment.

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  Private Bankers

  Mar 2018 - now

  Pb Financial Services IMF Pvt Ltd,a young financial services and investment management firm as a facilitator with deep focus and expertise in research based premium advisory services, Portfolio Management Services and Investment Banking. With a modest beginning in 2018, we have been actively involved in providing best financial service and solution to our investors now with national presence.

  • Chief Investment Officer & Founder

    Mar 2018 - now

  • Founder

    Mar 2018 - Mar 2018