Experience

• 

  Hdfc bank

  Jun 2006 - Jan 2008

  Personal banker

  Worked as Personal Banking associate at HDFC Bank to acquire new Personal banking customers.

• 

  Abn amro bank

  Jun 2008 - Jan 2009

  Relationship manager

  Established and consolidated relationships with Personal and Business Banking customers to grow business and generate revenue, while building and maintaining liability book, selling foreign exchange and lending products to them

• 

  Indusind bank

  Jan 2009 - Jan 2015

  Worked as a Senior RM undertaking focused sales activity to acquire and manage asset portfolio, generating revenue from interest income, trade finance and foreign exchange products Managing Asset book of one of the main branches of the bank, increasing revenue from the same, acquiring new customers who fit the desired profile for this segment

  • Senior Relationship Manager and Team Leader – Business Banking

    Jan 2010 - Jan 2015

  • Business Banking Relationship Manager

    Jan 2009 - Mar 2010
• 

  Habib bank zurich (hong kong) limited

  Jan 2015 - Jan 2018

  Relationship manager – personal and business banking

  • Developed, managed and expanded new and existing client relationships with a focus on providing exceptional service to the clients.• Uncovered financial needs of clients during interactions and recommended suitable deposit, investments and lending products according to the need of the clients.• Achieved incremental business objectives through cold calls, referrals from existing customers and partners.• Pro-actively identified needs of business banking clients and proposed solutions to them. Exibir menos

• 

  Habib canadian bank

  Jan 2018 - Jan 2019

  Business development manager – personal and business banking

  • Managed and grew portfolio of deposit and lending clients through proactive client contact, having valuable conversation and providing solutions for financial needs of the clients.• Worked as a face of the bank in the customer facing branch environment and handled various queries of new and existing customers and ensured that the solutions proposed continually met customers needs.• Ensured retention, sales, service, and profitability of existing portfolio through effective relationship management and monitoring.• Referred clients to internal partners- Financial Planners, Insurance advisors, through review of personal financial situation, goals, and projects.• Improved client experience by educating & implementing digital banking solutions.• Collaborated with FX dealer to improve solution, optimize margins and volumes• Used technology and tools to effectively deliver Banking products and services. Exibir menos

• 

  Rbc royal bank of canada

  Jun 2021 - now

  A trusted and strategic advisor to small business clients, supporting them through holistic advice conversations regarding their business and personal needs. Please feel free to reach out to me to discuss how RBC can help you succeed in your business.

  • Senior Relationship Manager - Business Markets

    Jan 2023 - now

  • Business Account Manager

    Jun 2021 - Jan 2023