Experience

Utazzo.com
• India
• Travel Arrangements
• 1 - 100 Employee
• Founder & CEO

  • Nov 2014 - Present


Standard Chartered Bank

• Singapore
• Financial Services
• 100 - 200 Employee

• Relationship Manager, Priority Banking

  • Oct 2012 - Oct 2014

  I was responsible for selling of Investment, Insurance, and Wealth Management Products to Ultra HNI customers.

• Relationship Manager-Preferred Banking

  • May 2010 - Oct 2012

  I was responsible for selling of investment, insurance, wealth management products to HNI customers.* Acquiring HNI Clients and to grow their portfolio over time* Manage and Develop existing clients of the organization* Actively advice clients basis their financial profile and needs using the financial planning process* Key Account Management: Acquire new SME and Corporate customers and deepen the relationships with them over time.* Wealth and Relationship Management: Maintain excellent working relationships with customers. Liaising dealers to service customers better for added revenue. Transaction monitoring and guiding the customer on do’s and don’ts of the financial markets and the company.* Selling Brokerage products: Responsible for revenues generated through the relationships across all categories of products. Strategize to grow the branch business month-on-month and quarter on quarter. Work on acquiring Market share of the business.Key Achievements* Consistently Ranked in Top 10 Relationship Managers for the bank* Launched a strategic project to leverage acquisition of Barclays card portfolio, to add HNI clients for the bank using the model of segregating data points basis spends and other lifestyle habits* Awarded multiple time for outstanding business performance* Instrumental in launching the Above The Line and Below The Line marketing activities for the branch and region.* Achieving a Growth of 200% in Assets under Management for bank totaling to the value of Rs 200 million



Barclays Bank

• Cross Sell Manager, Portfolio Management Unit.

  • Jun 2008 - Apr 2010

  My responsibilities were to manage Cross Selling activities of the Bank, where I was the single point of contact for all cross selling activity across channels for the bank. * Leading a 50 member team which was based across India and ensuring they act as a cohesive unit * Generating effective leads by managing calling activity on existing base of customer’s * Designing and rolling out of activities for cross selling across channels (Alternate Channel Activation) * Designing and Implementation of Retention Policy of the bank for existing customers * Rolling out the Top Up product (Business Loan, Personal Loan, Housing Loan and Loan Against Property) for the bank customers Key Achievements * Launched Top Up product (Business Loan, Personal Loan, Housing Loan and Loan Against Property) for the bank customers * Instrumental in the roll out of “Drop Down Product” for bank’s Retail customers, where in they are rewarded for making regular payments, with periodic reduction in their interest rates- an industry first initiative * Implementation of the Bank’s Retention policy resulting in Rs 15 Million savings * Roll out of Personal Loan Top Up Product for the existing customers * Design and launch of Lead Management System (LMS)