Experience

National Securities Depository Limited (NSDL)

• India
• Financial Services
• 400 - 500 Employee

• Product Manager

  • Apr 2023 - Present



Angel One

• India
• Financial Services
• 700 & Above Employee

• Product Manager, Third Party Distribution

  • May 2017 - Apr 2023

  • Product management-Managing the distribution of Third Party Products across business verticals pan India. This includes catering to all support requirements to different stakeholders internally and externally. • Process Management-Managing processes related to products and liaising with all the principal product providers like AMCs and Insurance companies for operational and regulatory requirements. This also involves creation of process notes for various element in consultation with stakeholder. • External Tie up-Undertaking and executing external tie ups with agencies/companies after due evaluation towards extending product benefits and making the proposition stronger. • Marketing management-Content management for key customer facing collaterals like posters, banners, standees, leaflets, website etc. with a focus on ease of understanding for the customer. Support launch of new Product and initiatives in different distribution channels. • Project Management-Undertaking projects and activities critical to enhance existing systems and platforms for the distribution of third party products • Training-Regular training on products and processes for all stakeholders-Internal and External. Show less



YES BANK

• India
• Banking
• 700 & Above Employee

• Financial Advisor-Wealth Management(HNI and NRI)

  • Dec 2015 - Apr 2017

  Relationship Management : Managing the banking and investments relationship of HNI and NRI clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand Preferred customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI and NRI clients on Investment opportunities onshore and offshore Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Show less



HDFC Bank

• India
• Banking
• 700 & Above Employee

• NRI Relationship Manager

  • Jul 2011 - May 2014

  Description – Established a customer base across the region and ensured that a significant value growth is maintained year on year across HNW segment Contributed significantly in tapping the market and designed business development plans as well as ensured effective implementation for increasing brand visibility/ recall Drove key initiatives while identified and developed new business acquisition opportunities in order to deepen market penetration and enhancing the client base Instrumental in facilitating branch tie-ups with corporates and shipping companies for business expansion as well as involved in training and new product launches across branches Enhanced revenues from existing relationships through cross selling of bank as well as third party products Updated HNW customers on new MF IPOs, new products and services Monitored attrition and handled service requirements of HNW customers for account opening and processing inward/ outward remittances Implemented marketing and promotional plans while tracked/ updated the results of marketing and promotions activities including contests/ promos Monitored and ensured achievement NR targets across branches Show less



Kotak Life

• India
• Insurance
• 700 & Above Employee

• Sales Manager,Bancasurrance

  • Dec 2007 - Jul 2011

  Description – Associated with Corporate Salary Account Team (A Sales Vertical) of Kotak Mahindra Bank for initial 2 years and involved in cross-selling insurance products to salary account holders Achieved 168% against the annual Target in FY 2009-2010 and rated Outstanding Performer in FY 2009-2010 Promoted from Grade L2 to L3 on overachievement of annual target while ranked No. 2 SM Pan India in Jun 2009 Qualified for a Trip to Thailand for 100% achievement of Q3 target Successfully achieved maximum no. of qualifiers in Dare Contest (launched by Kotak Life Insurance to drive Insurance Sales in Kotak Bank in Q4 2009-2010) Show less



Max Life Insurance Company Limited

• India
• Insurance
• 700 & Above Employee

• Financial Planning Officer

  • Apr 2005 - Nov 2007

  Description – Successfully built & maintained profitable business relations with major retail and corporate clients Generated business from the existing accounts and enhanced profitability and sales Led financial planning and various portfolios across the tenure while handled tele-calling and sales Developed a database of prospective clients through marketing initiatives as well as cold calling EDUCATION Description – Successfully built & maintained profitable business relations with major retail and corporate clients Generated business from the existing accounts and enhanced profitability and sales Led financial planning and various portfolios across the tenure while handled tele-calling and sales Developed a database of prospective clients through marketing initiatives as well as cold calling EDUCATION