Experience

• 

  Axis bank

  Nov 2011 - now

  ★ Elevated client engagement to new heights, amplifying the book under management to USD 45M. This achievement was the result of astutely cross-selling a broad array of banking products, from trading accounts to offshore offerings, demonstrating a keen acumen for understanding and fulfilling client financial aspirations.★ Spearheaded the execution of business development plans with precision, hitting pre-set revenue benchmarks through the judicious allocation of resources. This role underscored my strategic foresight and ability to navigate the financial landscape to secure tangible growth for the bank.★ Championed the upkeep of unparalleled service standards, streamlining processes to quicken delivery and minimize turnaround times. My efforts significantly elevated investor satisfaction, laying a solid foundation for sustained business generation and reinforcing the bank's reputation for excellence.★ Demonstrated an exceptional capacity to decode client needs and risk tolerances, translating these insights into tailored asset allocation proposals and specific financial products and services. This bespoke approach ensured clients' portfolios were not just managed but nurtured, reflecting their individual goals and risk profiles.★ Masterfully structured and launched strategic financial solutions, including leveraging dollar-based products, crafting forward contracts, and sanctioning home loans against fixed deposits. Each solution was a testament to innovative thinking and a deep understanding of financial instruments, designed to optimize clients' financial positions.★ As Team Leader, I steered a high-caliber team of 5, ensuring flawless operational continuity and cultivating a culture of collaboration. This leadership role highlighted my commitment to operational excellence and the development of a team that thrives on mutual respect, shared goals, and collective success. Show less ★ Entrusted with over 500 High Net Worth Individuals' portfolios, my stewardship extended beyond mere management to crafting bespoke wealth strategies. This endeavor developed a deep understanding of financial markets and instruments in me.★ My strategic foresight led to a 30% enhancement of our Current Account/Savings Account (CaSA) and deposits portfolio. Through meticulous market analysis and innovative banking solutions, I continued to navigate the complexities of the financial landscape.★ I redefined the paradigm of USD deposits, introducing leveraged opportunities that maximized returns. This product was designed with a keen eye on global financial trends, offering our clients sophisticated avenues to expand their wealth.★ I crafted unique financial solutions for our elite clientele. My approach blended risk management with opportunity scouting, ensuring portfolio diversification that aligned with their financial ambitions.★ My expertise extended to facilitating intricate loan processes and forging pivotal corporate banking relationships. Collaborating with the Dubai International Financial Centre, I ensured that every financial maneuver was executed with precision.★ I spearheaded the introduction of cutting-edge equity platforms and structured products, charting new paths for investment in the banking sector. We reimagined investment landscapes to offer unparalleled financial growth opportunities.★ Beyond the numbers and charts, my focus was on delivering a banking experience that transcended expectations. Achieving high customer satisfaction was a fine balance of financial acumen and personalized service, ensuring every interaction added value to our clients' financial journey.★ In my financial journey my adaptability was my forte. Embracing market volatilities with a strategic mindset, I maintained a client-first approach, ensuring our financial services remained responsive and relevant to their evolving needs. Show less ★ I was able to enhance relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs), by meticulously identifying their financial needs. Through personalized solution crafting, I achieved a remarkable 20% uptick in client satisfaction, reinforcing the bank's commitment to excellence in customer service.★ Also Spearheaded successful cross-selling initiatives, introducing HNIs and NRIs to bespoke banking and investment products. This strategic effort led to a 15% increase in product adoption among our esteemed clientele to significantly bolster the bank's revenue streams.★ We facilitated pivotal international collaborations, magnifying Axis Bank's global footprint. My endeavors in leveraging corporate relationships catalyzed a 30% expansion in our NRI customer base, showcasing the power of strategic partnership and global vision.★ I played a key role in strategic planning and execution, steering the NRI segment towards achieving and surpassing revenue targets. My approach combined innovative financial solutions with stringent adherence to documentation and regulatory compliance, ensuring a seamless blend of growth and governance. Show less

  • Assistant Vice President

    Apr 2022 - now

  • Senior Manager

    Jun 2015 - Mar 2022

  • Senior Manager (NRI Accounts)

    Nov 2011 - Jun 2015