Suhasini Seshan

Suhasini Seshan

Management trainee

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  • Timeline

  • About me

    6+ year experience in Client Engagement, Wealth Management, Strategic Financial Planning through customers insights.

  • Education

    • Y.T.I.E.T, Mumbai University

      -
      B.E Biomedical 73%

      Activities and Societies: Member placement Committee YTIET 2010-2011 Cultural secretary of Biomedical Engineering Students Committee(BESA) YTIET 2010-2011 Elected as Student Council Member of Crystal Student Committee (cultural activities)YTIET 2009-2010 Vice president of Biomedical Engineering Students Committee(BESA) YTIET2009-2010 Secretary of Biomedical Engineering Students Committee(BESA) YTIET 2008-2009

    • K.J.Somaiya Junior College

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      Class XII Science

      Activities and Societies: Committee member at K.J Somaiya college XI and XII 2005-2006

    • St.Anthony Girls High School

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      Class X distinction

      Activities and Societies: Completed training in classical dancing for seven years and has participated in several stage shows Consistent Prize Winner in elocution and debates at inter school and intercollegiate events

    • SIES College of Management studies

      2012 - 2014
      Master of Business Administration (MBA) Marketing 70%
  • Experience

    • Amul (GCMMF)

      May 2013 - Jul 2013
      Management trainee

      Devise strategies aimed at increasing sales of new product launches Understanding supply chain management, logistics management and distribution system of Amul Analyzing the difficulties and issues faced by newly launched products (Amul Pro) in being assimilated into the exiting supply chain and in leveraging the distribution system adequatelyAnalyzing direct and indirect competitors to understand their strategies with respect to the sameAssisting in planning steps for promotions at point of sale for their newly launched products to help increase their sales Initiating sales plans for sales expansion across existing retail formatsAssisted in Amul’s brand building campaigns Show less

    • HDFC Bank

      Jun 2014 - Sept 2017
      Deputy Manager

      Brought new HNI clients on board, out of which few resulted in long term relations with the bank Effectively brought new to bank customers every month Hit the assigned Sales target every month, was best employee for the month several timesGot rewarded as the ‘Best Performer in Insurance Sales’ in the annual HDFC AwardsDeveloped and monetised the relationship with clientele who had stopped banking for quite a whileClosely monitored and achieved yearly revenue targets for the portfolio Appreciation Bonus from the HDFC Bank Pvt Ltd for meeting all sales benchmark Show less

    • Standard Chartered Bank

      Sept 2017 - Jul 2021
      Premium Banking

      • Managing more than 2500 premium clients providing them best in class banking services. • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.• To coordinate with product and research team closely to identify product gaps and help suggest better financial solutions to clients• Plan and conduct special sales initiatives and events to generate revenue.• Work closely with internal teams across Marketing, Segments and Risk on various aspects and implement new products• Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal wealth.• Assisting the development and implementation of marketing plans for deepening customer relationship and formulate new initiatives.• Review customer needs and asset allocation, proactively engage with the customer to increase their wallet share with us• Analyze customer behaviour and recommend changes to the product team to address changes in environment• Review product penetration for the client base, identify potential customers who can be sold tailored products to enhance product penetration Show less

    • Icici securities private wealth management

      Jul 2021 - now
      Private Wealth Manager

      Wealth Management Solutions catering to the Ultra elite investing classManaging Wealth Portfolio of HNI ClientsStructuring of Portfolios and Lifecycle planningOfferings covering the whole basket of productsAdvisory services for Broking, Mutual Funds, Bonds, Alternative Investments & Investment Banking

  • Licenses & Certifications

    • Certified private wealth manager

      CIEL - Center For Investment Education and Learning
  • Volunteer Experience

    • volunteer

      Issued by Sparsh Trust on Dec 2013
      Sparsh TrustAssociated with Suhasini Seshan