Ginika Handa

Experience

• 

  Wipro

  Jul 2014 - May 2015

  Associate Production Specialist

  - Supported production team- Conducted quality checks- Analyzed production data- Maintained records- Troubleshooted issues- Implemented process improvements- Presented performance reports- Ensured compliance- Collaborated cross-functionally- Improved efficiency- Enhanced client satisfaction

• 

  Axis Bank

  Sept 2016 - Sept 2018

  Priority Banking Relationship Manager

  • Proactively monitored and addressed the banking and investment needs of High Net Worth Individual (HNI) clients.• Utilised financial acumen and investment knowledge to assess clients' portfolios, assisting them in achieving their short-term and long-term investment objectives.• Developed comprehensive outbound and inbound sales plans aimed at acquiring new HNI customers, thereby expanding the portfolio's customer base.• Analysed the performance of debt and equity mutual funds by evaluating investment strategies, financial statements, corporate filings, and earnings reports.• Provided tailored investment options to clients, considering their investment horizon and risk tolerance, while optimizing tax efficiency.• Successfully acquired and managed both business and individual clients, further strengthening the client portfolio. Show less

• 

  ICICI Bank

  Oct 2018 - Aug 2023

  Service Relationship Manager

  • Results-oriented Service Relationship Manager with a proven track record of achieving and surpassing revenue targets in challenging environments.• Proficient in conducting in-depth financial consultations with clients, analyzing their unique situations, and crafting strategic solutions to enhance their investment objectives.• Adept at cultivating strong client relationships and driving revenue growth through effective relationship-building strategies.• Demonstrated leadership and team-building skills, with the capability to lead and empower teams in managing client relationships and delivering top-tier investment services. Show less

• 

  Axis Bank

  Aug 2023 - now

  Service Relationship Manager Affluent Banking

  • Committed to delivering exceptional financial solutions and client service to high-net-worth individuals and families in Private Banking.• Tailoring comprehensive wealth management strategies to align with each client's unique financial objectives.• Leading and inspiring a dedicated team of financial professionals to provide top-tier service and expertise.• Deep expertise in investment strategies, risk management, estate planning, and tax optimization to guide clients in complex financial decisions.• Ensuring full compliance with financial regulations in all client interactions and solutions.• Committed to continuous learning, staying updated on market trends, and leveraging innovative wealth management tools to benefit clients. Show less