Priyank Shah

Experience

• 

  Citi

  Apr 2009 - Apr 2011

  CitiGold Relationship Manager

  Primary responsibilities include managing relationships of Bank's CitiGold individual and business clients and increasing the bank’s Asset Under Management (AUM)Product portfolio- Business Banking Products: Business lending, Forex, Packing Credit, LC Discounting, LC Issuance, Forward Contracts, Bank Guarantees, etc.- Investment Products: Mutual Funds, Portfolio Management Services, Fixed Income Products, Bonds, Structured Products, Real Estate Products, etc.- Protection Products: Life Insurance – Traditional and Unit Linked, General and Health Insurance- Transaction Products Show less

• 

  Standard Chartered Bank

  Jun 2011 - Sept 2012

  Priority International Relationship Manager

  Primary responsibilities include managing relationships of Bank's Priority and Non-resident clients and increasing the bank’s Asset Under Management (AUM)Product portfolio- Investment Products: Mutual Funds, Portfolio Management Services, Fixed Income Products, Bonds, Structured Products, etc.- Protection Products: Life Insurance – Traditional and Unit Linked, General and Health Insurance- Lending Products: Credit Cards, Personal Loans, Mortgage Loans, Loans against Securities, etc.- Transaction Products Show less

• 

  HDFC Bank

  Sept 2012 - now

  Primary responsibilities include business planning and channel management for investment products, managing scorecard and performance linked pay, marketing & customer experience, knowledge capital building, process design & monitoring, revenue & cost budgeting, business analytics & control and competition benchmarking.Driving Key Business Objectives- Driving Key Wealth Products - Mutual Funds, Alternates, Insurance, Broking, Assets, Liabilities, Wills & Trust- Designing strategy for market share growth through granular AUM monitoring and Net AUM growth- Identifying opportunities for new client acquisition through advanced analytics- Design & execution of Sales Scorecard & Performance Linked PayBusiness Planning & Strategy- Revenue budgeting jointly with Sales Team & strategy planning to deliver the same- Ongoing monitoring of progress against objectives for course correction as required- Design customer centric initiatives for increased customer profitability, penetration and stickiness- Cost & manpower budgeting jointly with the sales team to maintain expected productivityChannel Management & Knowledge Capital Building- Business Intelligence through analytics to support sales team with enablers and opportunities- Team of Channel Managers to engage with RMs on key objectives, opportunities & exceptions- Knowledge Capital Building through training needs identification & modules for channel upskillingMarketing & Customer Experience Initiatives- Branding for Wealth Proposition for higher client mindshare- Designing wealth proposition, brochures, and other marketing collaterals- Driving voice of customer surveys to understand customer sentiment and expectations- Client events across financial & cultural connectsProcess Design & Automation- Design relevant reports for performance monitoring and exception management- Automation of internal / customer journeys for improved efficiencies Show less Primary responsibilities include driving business on assets and liabilities banking products for Private Banking Channel, managing scorecard and performance linked pay, designing desk processes, cost and manpower budgeting, business analytics and control, marketing activities of the businessBusiness Planning & Strategy• Defining the business targets in discussion with sales team and the strategy to achieve the same• Liaison with other product teams to design custom product propositions for private banking clients• Critical evaluation of private banking offering from regulatory, client and bank perspectiveScorecard & Performance Linked Pay• Designing Sales Scorecard basis business & quality parameters essential for management key objectives• Designing and execution of the Performance Linked Pay basis the balanced scorecard• Liaison with Finance & Human Resources team for evaluation and periodic revision of the defined modelCost & Manpower Budgets• Preparing cost budgets and monitoring progress in alignment with the defined budgets• Preparing Manpower budgets in line with the defined Business plan and growth strategies• Monitoring of the revenue, cost & manpower budgets to track deviation from the planBusiness Analytics & Control • Designing various system modules, processes & controls required for effective sales quality• Report designing and monitoring through business analytics to support sales team• Business Intelligence inputs to sales team for better sales planning Show less

  • Product Head - Wealth

    Oct 2019 - now

  • Product Manager - HDFC Bank Wealth

    Sept 2012 - Oct 2019