Experience

• 

  Hdfc bank

  Jun 2008 - Jun 2010

  Assistant manager
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  Standard chartered

  Jun 2010 - May 2015

  Senior manager

  As the solitary Priority Services Manager at first the Dehradun & then Mumbai (Juhu) branch, my KRA was to improve and maintain a high level of personal banking customer-satisfaction amongst the Priority customer segment (individuals with a relationship value over Twenty Lac INR) & later, it included meeting requirements of a larger customer base connected to the bank across a wider product portfolio. My role included:* Ensuring transactions are processed with a high level of accuracy within the standard turnaround time. * Possessing sound knowledge of investment products across all asset classes (Equity, Debt, Commodity) under product umbrella of Standard Chartered advisory services. * Portfolio management and query resolution, including queries related to portfolio status, market values of investments, mutual fund NAV updation, portfolio monitoring and interpretation. * Generating quality referrals and leads by analysing needs of existing customers and walk-ins at the branch and communicating opportunities to concerned Relationship Managers, thereby growing the branch’s business. * Supporting the branch’s forex business by monitoring remittances of NR/HNI customers, providing competitive rates through negotiations with treasury, issuing forex cards & currency exchange. Analysing the remittance cycle of customers and following up for the same to avoid losing a business opportunity. Significant achievements:* Awarded Best Performance in the ‘World of Winners’ category for the year 2011. * Successful at achieving zero rejection rate in processing accounts and investments, which was the best performance by any branch across North Zone. * Diligent processing and tracking of credit card applications which lead to quicker issuance of credit cards. * Contributed to improving bank’s product-per-customer penetration by profiling customer base to recognize eligible clientele for credit cards and channelizing data to Relationship Managers in a timely manner. Show less

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  Cinqo india

  Jul 2016 - Oct 2017

  Business development manager

  In this role, I led business alliance initiatives, forged relationships and created opportunities for deployment of our tax-benefit products. My key responsibilities in this role were to: * Lead strategy formulation and its implementation. * Generate leads and manage lead pipeline. * Drive client engagement and interactions for the closure of business.

• 

  Esgl clientalley solutions private limited

  Jan 2020 - Jul 2021

  Private wealth manager & partner

  * Building relationships through excellence in work ethic, transparency in communication & wealth product knowledge * Understanding clients’ needs & goals and accordingly performing opportunity-identification & asset-allocation * Monitoring market-movements, interpreting developments & sharing insights with existing clients for maintaining an ongoing clarity on ClientAlley’s market-perspective & investment approach * Conversion-oriented lead-generation for high net-worth client acquisition, through networking, referrals & research Show less

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  Kotak mahindra bank

  Jul 2021 - now

  Initiating new banking relationships with HNI & Ultra-HNI clients through acquisitions & growing their investments while contributing to their financial planning.Understanding & analysing Customer Profile i.e. clients' financial needs, risk appetite & then providing suitable investment avenues for optimizing their financial growth while building it all on a foundation of trust & confidentiality.

  • Associate Vice President

    May 2023 - now

  • Chief Manager

    Jul 2021 - now