Experience

• 

  Hdfc bank

  Aug 2009 - Mar 2015

  Preferred relationship manager
• 

  Indusind bank

  Mar 2015 - Aug 2016

  Relationship manager
• 

  Icici bank

  Sept 2016 - Sept 2023

  Monitor and address HNI clients banking and Investment requirements - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified - Ensuring need based product approach towards clients and regular reporting of product penetration- Ensure compliance as per the bank requirements Show less

  • Branch Manager

    Aug 2020 - Sept 2023

  • Wealth Manager

    Sept 2016 - Aug 2020
• 

  Bmo

  Jul 2024 - now

  Customer service representative