Experience

• 

  Big bazaar online franchisee

  Jan 2015 - Jan 2015

  Project intern

  Worked as a project intern for 12 days in various departments of a multi-brand retail store in Hyderabad (Big Bazaar, Future retail Ltd.)Achievements:Generated Rs.1 lakh revenue, through the sale of gift vouchers at Big Bazaar, in a short span of 3 days.

• 

  Icici bank

  May 2016 - Nov 2022

  Responsibilities:• Lead a team of privilege bankers and provide guidance & supervision of tasks and activities.• Set revenue targets for the team members and achieve set target.• Provide financial solutions to the privilege and HNI customers (including non-resident customers) while maintaining high service standards.• Manage investment Portfolio of mapped customers and Maintain complete customer profile (risk profile, demographics and assets in the bank).• Perform basic customer due diligence or KYC activities and flag high risk customers as per internal process.• Enhance the existing relationships by cross selling the bank's products (e.g. savings, loan and investment products) and services.• Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads.• Ensuring Smooth functioning of the branch by handling customer's queries and service requests (e.g. account opening, outward remittances, processing payment, loan application etc.). Review and verify documentation with an attention to detail.• Maintain Compliance as per applicable rules and regulation (e.g. RBI, IRDAI, SEBI, GOI etc.) for the Branch including audit readiness.Achievements:• Consistent top regional and zonal performer among Sr. Privilege bankers by meeting / exceeding targets - generating average revenues of INR >5 lakhs on a monthly basis. Show less Responsibilities:• Lead a team of privilege bankers and provide guidance & supervision of tasks and activities.• Set revenue targets for the team members and achieve set target.• Provide financial solutions to the privilege and HNI customers (including non-resident customers) while maintaining high service standards.• Manage investment Portfolio of mapped customers.• Maintain complete customer profile (risk profile, demographics and assets in the bank) including customer due diligence or KYC processes.• Enhance the existing relationships by cross selling the bank's products (e.g. savings, loan and investment products) and services.• Identify potential customers who can be sold tailored products to enhance product penetration.Acquire new customers by converting referral leads.• Ensuring Smooth functioning of the branch by handling customer's queries and service requests (e.g. account opening, outward remittances, processing payment, loan application etc.) .• Maintain Compliance as per applicable rules and regulation (e.g. RBI, IRDAI, SEBI, GOI etc.) for the Branch including audit readiness.Achievements:• Consistent top regional and zonal performer among Sr Privilege bankers by meeting / exceeding targets. • Significant contributor (~50% individual share) in achieving business and revenue targets for the branch, especially in mutual fund and life insurance products.• Motivated team members and ensured top performance in the region. Show less Responsibilities:Provide financial solutions to the privilege and HNI customers (including non-resident customers) while maintaining high service standards.Manage investment Portfolio of mapped customers.Achieve the target revenue targets on monthly and yearly basis.Maintain complete customer profile including (risk profile, demographics and assets in the bank) including customer due diligence or KYC processes.Enhance the existing relationships by cross selling the bank's products (e.g. savings, loan and investment products) and services.Identify potential customers who can be sold tailored products to enhance product penetration.Acquire new customers by converting referral leads.Ensuring Smooth functioning of the branch by handling customer's queries and service requests (e.g. account opening, outward remittances, processing payment, loan application etc.) .Maintain Compliance as per applicable rules and regulation (e.g. RBI, IRDAI, SEBI, GOI etc.) for the Branch including audit readiness.Achievements: Consistent top regional and zonal performer among Privilege bankers by meeting / exceeding targets. Show less Responsibilities:Manage investment Portfolio of mapped customers.Achieve the target revenue targets on monthly and yearly basis.Maintain complete customer profile (risk profile, demographics and assets in the bank) including customer due diligence or KYC processes.Enhance the existing relationships by cross selling the bank's products (e.g. savings, loan and investment products) and services.Identify potential customers who can be sold tailored products to enhance product penetration.Acquire new customers by converting referral leads.Ensuring Smooth functioning of the branch by handling customer's queries and service requests (e.g. account opening, processing payment, loan application etc.) .Maintain Compliance as per applicable rules and regulation (e.g. RBI, IRDAI etc.) for the Branch including audit readiness.Achievements: Consistent top regional performer among Privilege bankers by meeting / exceeding targets. Show less

  • Manager I, Sr Privilege Banker & Team Leader

    Apr 2022 - Nov 2022

  • Deputy Manager II, Sr Privilege Banker & Team Leader

    May 2021 - Mar 2022

  • Deputy Manager I, Privilege Banker

    Oct 2018 - Apr 2021

  • Deputy Manager I, Privilege Banker

    May 2016 - Oct 2018
• 

  Hdfc bank

  Jun 2022 - now

  Senior manager