Rajive Lakhani

Experience

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  HSBC

  Feb 2005 - Mar 2005

  Internship - Designation: Business Banking Sales Executive – Mumbai
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  Kotak Securities

  Jun 2006 - Jan 2010

  Manager / Relationship Manager

  Kotak Securities is a subsidiary of Kotak Mahindra Bank and is the investment arm of the bank. They look after all the investment needs of the bank clientele and independent high net worth investors sourced from the open market.This role encompassed sourcing new to bank customers & new FUM via customer acquisition. This involves the complete sales cycle from lead generation through referrals, attending industry seminars, trade fairs followed by cold calling, meeting and converting the prospect and bringing in the funds to be managed along with cross-selling the existing customer base.Key Achievements : > Awarded best performing relationship manager for new acquisitions & growing the client base month on month without compromising on the customer’s needs - 07-08> Consistently sourced approximately 80 NTB customers every year > Won multiple sales & insurance contests throughout my stint for over achieving targets Show less

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  IIFL (India Infoline Group)

  Feb 2010 - Feb 2015

  Associate Vice President

  IIFL Group is one of the leading players in the Indian financial services space, engaged in the business of Private Wealth, retail and institutional broking, lending along with being a leading investment advisory firm in India providing diversified financial services and products to corporates, institutional investors, foreign portfolio investors, mutual funds, insurance companies, alternative investment funds, trusts, high net worth individuals and retail clients.This role was a dual responsibility role as an Individual contributor and a sales manager. The role encompassed actively seeking new to bank customers, new FUM and growth in market share via customer acquisition & cross-sell.Key Achievements : > Awarded “Leader of Change” by the Managing Director of India Infoline for my achievements> Exceeded NTB sales targets – sourced an average of 60 new customers per year> Awarded for overachieving multiple cross-sell targets of insurance, treasury, managed funds & REA funds - Awarded 8 company-sponsored vacations & multiple other incentives> Acquired, structured & executed a RE Developer funding through escrow of AUD 7.5M with a fee income equivalent to AUD 150,000> Created a niche solution for a client which generated an upfront prepaid fee income of equivalent to AUD 30,000 Show less

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  Motilal Oswal Financial Services Ltd

  Mar 2015 - Dec 2016

  Associate Vice President

  MOFSL is a well-diversified financial services firm offering a range of financial products and services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance.This role encompassed the acquisition of new clients & cross-selling to existing relations, increase brand presence across the region and managing & developing a sales team. This position had full business and P&L accountability for the Mumbai region.Key Achievements : > Delivered on all business targets for NTB, productivity and revenues keeping customer satisfaction > Awarded 4 company-sponsored vacations for overachieving cross-sell targets for Insurance, treasury and managed funds as a leader and individual Show less

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  SY Solutions Australia Pty Ltd

  Apr 2017 - Jun 2017

  Area Sales Manager

  Square Yards is a technology-enabled O2O (Online to offline) transaction and aggregator platform for Global real estate. This role encompassed client acquisition and business development through both direct/indirect sales and increasing brand presence geographically Key Achievement :> Initiated & structured a complex mortgaged loan transaction with potential revenue of approx. $80,000

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  American Express

  Jul 2017 - Oct 2021

  IS - Senior National Relationship Manager / Account Development Advisor - Global Commercial Services

  As a Senior National Relationship Manager, I am responsible for driving growth within a defined set of corporate clients by ensuring maximum account penetration and new opportunity identification. This is done by creating value for companies through tailored payment solutions that optimize cash flow, simplify reporting, increase visibility and provide valuable rewards whilst being supported by award-winning customer service.Key Achievements : > Awarded the Coveted “2020 International Presidents Club Award for Achievement” which is only given to the top 2% of the organization> Rank #1 in MM Account Dev. - Achieved 136% of 2020 new billing targets bringing in >40M> Ranked #1 across Global Commercial Services business for self-generating 26 new corporate merchant leads> Ranked #1 across Global Commercial Services business for highest billings from self-generated merchant leads > Mentored 4 new employees to set them up for success, shared strategies for team-wide success> Provided thought leadership ,created content & delivered multiple other enterprise wide projects Show less

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  Westpac Group

  Oct 2021 - now

  As a Senior Relationship Manager, my role encompasses managing a portfolio of local business customers across a broad range of industries. I deliver insightful customer conversations by being curious and passionate about businesses at all stages of the business cycle. I pride myself in partnering with my customers to support them while continuing to grow and retain my portfolio by structuring appropriate credit facilities & engaging with product specialists to ensure customers are offered the most suitable products whilst acting in their best interest.Key Achievements:- Placement after being talent identified as top lending referrer nationally as a specialist Show less As a Transaction banking specialist, my role encompasses to grow & support the Manufacturing portfolio of NSW with their cash management/transactional needs. A key part of this role is management of sales opportunities involving implementation of highly technical solutions. I am responsible for sales pipeline management and accurate weekly sales revenue forecasting along with sales proposal development and where necessary negotiation of commercial agreements.Key Achievements:> Multiple Trantastic nominations from senior leadership> Won 3 Trantastic awards for my achievements in “Performing” “Leading change -” & “Keeping it simple.”> Referred & converted 2 new to bank customers that generated circa 200k revenue.> MVP for my final pitch in the applied pitching program which ultimately led to my current lending role after being talent identified by industry leads Show less

  • Senior Relationship Manager

    Nov 2022 - now

  • Transaction Banking Manager

    Oct 2021 - Nov 2022