Experience

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  I.b.m daksh business process services pvt ltd

  May 2008 - Oct 2009

  Customer care executive.

  Key Responsibilities in IBM Daksh:• Worked with IBM Daksh for Tiscali Broadband which is one of the leading Internet Service Providers in U.K.• Handled Inbound as well as Outbound calls related to all billing issues & queries.• Pulling up Aged Debtors Report.• Chasing for outstanding payments through calls and by sending Dunning letters through mails.• Preparation of MIS.

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  Wns global services

  Oct 2009 - Oct 2010

  Sr.accounts excutive

  Key Responsibilities in WNS:• Working with WNS for COUNTRYWIDE ESTATE AGENTS which is one of the leading Estate Agency Companies in U.K.• Handling the A/c's Receivables• Invoice Processing (Standard Invoices, Credit memo, Debit memo).• Adjustment to Invoice (Editing, Cancellation, Hold).• Cash Allocations ( Individual & Batches )• Invoices Reconciliation & Bank Reconciliation.• Finalizing monthly closing.• Supervising the Receivables• Ensuring smooth processing and delivery of Invoices.• Preparation of outstanding reports & statements on weekly & monthly basis ( Aged Debtors Report ) & follow up of payments.• Preparation of MIS. • Co-ordination with internal and external auditors. Show less

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  Edelweiss financial services pvt ltd

  May 2012 - Mar 2015

  Key Responsibilities in Edelweiss:• Working as a Wealth Manager and managing a team of 7 people in Edelweiss Financial Services Pvt Ltd which is one of the leading Non Banking Financial Company in India.• Responsible to design a tailored financial service with regard to ESOP Funding / Financing, and Mortgage packages like Home Loan and Loan against Property to meet the individual needs of the clients in Mumbai.• Responsible for selling premium high end Real Estate properties / apartments to HNI and super HNI category clients.• Responsible for complete Wealth Management by sourcing key A/c’s, managing portfolio, making clients invest into various financial products, expanding client base for augmenting turnovers & achieving desired targets / goals.• Responsible for managing the team of 7 people in Mumbai keeping them motivated and ensuring that everyone achieving their individual targets as well as ensuring team targets on the whole.• Responsible for business development by acquiring new clients & managing existing clients.• Responsible for handling relationships at AVP level & above to Promoter / Director / MD / CFO / COO / CEO level.• Extensive clients visit to understand industries within corporate / corporate segment & assess their requirements.• Liaisoning with support groups, such as middle office, legal, risk to roll out product in a smooth manner, complying with all the regulatory aspects.• Responsible for achieving assigned Incomes & Asset Targets by increasing wallet share & ensuring steady source of revenue by Cross Selling suitable & different banking products to cover all possible business requirements of the clients.• Adapting new business initiatives & deliver it as a team. Show less Corporate Credit - ESOP FundingKey Responsibilities in Edelweiss:• Worked as a Relationship Manager in Edelweiss Financial Services Pvt Ltd which is one of the leading Non Banking Financial Company in India.• Responsible for ESOP Funding / Financing in Mumbai & Pune.• Responsible for selling premium high end real estate properties / apartments to HNI and super HNI category clients.• Sourcing key A/c’s, managing portfolio, making clients invest into various financial products, expanding client base for augmenting turnovers & achieving desired targets / goals.• Responsible for business development by acquiring new clients & managing existing clients.• Responsible for handling relationships at AVP level & above to Promoter / Director / MD / CFO / COO / CEO level.• Extensive clients visit to understand industries within corporate / corporate segment & assess their requirements.• Liaisoning with support groups, such as middle office, legal, risk to roll out product in a smooth manner, complying with all the regulatory aspects.• Responsible for achieving assigned Incomes & Asset Targets by increasing wallet share & ensuring steady source of revenue by Cross Selling suitable & different banking products to cover all possible business requirements of the clients.• Adapting new business initiatives & deliver it as a team. Show less

  • Sales Manager / Assistant Manager

    Jan 2014 - Mar 2015

  • Relationship Manager

    May 2012 - Dec 2013
• 

  Edelweiss capital finance ltd

  Apr 2015 - Apr 2020

  Key Responsibilities in Edelweiss:• Working as a Area Sales Manager and Location Head for Gujarat under the ( GWM ) Global Wealth Management vertical in Edelweiss Financial Services Pvt Ltd which is one of the leading Non Banking Financial Company in India.• Responsible for managing the team 15 RMs including 2 Sales Managers in Mumbai and Gujarat respectively and keeping them motivated and ensuring that everyone achieving their individual targets as well as ensuring team targets on the whole.• Responsible to design a tailored financial service with regard to ESOP Funding / Financing, and Mortgage packages like Home Loan and Loan against Property to meet the individual needs of the clients in Mumbai.• Responsible for selling premium high end Real Estate properties / apartments to HNI and super HNI category clients.• Responsible for complete Wealth Management by sourcing key A/c’s, managing portfolio, making clients invest into various financial products, expanding client base for augmenting turnovers & achieving desired targets / goals.• Responsible for business development by acquiring new clients & managing existing clients.• Responsible for handling relationships at AVP level & above to Promoter / Director / MD / CFO / COO / CEO level.• Extensive clients visit to understand industries within corporate / corporate segment & assess their requirements.• Liaisoning with support groups, such as middle office, legal, risk to roll out product in a smooth manner, complying with all the regulatory aspects.• Responsible for achieving assigned Incomes & Asset Targets by increasing wallet share & ensuring steady source of revenue by Cross Selling suitable & different banking products to cover all possible business requirements of the clients.• Adapting new business initiatives & deliver it as a team. Show less

  • Regional Head / Chief Manager - ESOP Financing & Wealth Management

    Apr 2018 - Apr 2020

  • Cluster Manager / Senior Manager - ESOP Financing & Wealth Management

    Apr 2016 - Mar 2018

  • Area Sales Manager / Manager - ESOP Funding & Wealth Management

    Apr 2015 - Mar 2016
• 

  Edelweiss finance & investments ltd

  Apr 2020 - now

  • Vice President - Corporate Acquisitions & Strategy - ESOP Funding & Investment Banking

    Apr 2022 - now

  • Deputy Vice President - Corporate Acquisitions & Strategy - ESOP's & Structured Financing

    Apr 2021 - Mar 2022

  • Assistant Vice President - Corporate Acquisitions & Strategy - Structured Financing, ESOP Financing

    Apr 2020 - Sept 2021
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  Nuvama wealth

  -

  Associate director - corporate acquisitions & strategy - esop financing & corporate wealth mgmt.