Experience

Emirates NBD

• United Arab Emirates
• Banking
• 700 & Above Employee

• Retail Banking Officer

  • Apr 2014 - Present

  Sales of Banking Products & Services • Specialized in Sales of Personal Loan & Cross-Sell of Credit card &Payroll accounts • Achieving targets & finding opportunities to increase business productivity from existing & new clients & Large Organization tie-up. • Client Credit Risk Assessment by means of financial & other analysis to support Credit team on approvals. Sales of Banking Products & Services • Specialized in Sales of Personal Loan & Cross-Sell of Credit card &Payroll accounts • Achieving targets & finding opportunities to increase business productivity from existing & new clients & Large Organization tie-up. • Client Credit Risk Assessment by means of financial & other analysis to support Credit team on approvals.



AXIS BANK LTD

• Nepal
• Software Development
• 1 - 100 Employee

• Wealth Manager

  • Nov 2011 - Nov 2013

  • Wealth Management Services for HNI handling a portfolio of more than 100 clients. • Develop a relationship of trust with existing clients, upgrade branch base to Wealth segment & acquiring new client. • Deepen the relationship by cross selling Fee-based Income & Asset based product & services. • Increase Net Interest Income for the Bank. • Product Life & General Insurance, Mutual Fund, Equity Advisory Services, Bonds & Axis Direct Achievements: Ranked Second Pan India for distribution of Asset product Show less



Mashreq Bank

• United Arab Emirates
• Banking
• 200 - 300 Employee

• Financial Planner

  • Apr 2010 - Jul 2011

  • Channel Management-Fee based product sales i.e. Life Insurance, Bond & Mutual fund to existing client base. • Worked with major branches & SME channel in Abu Dhabi to train & develop Branch Manager, Sales & Service Officer & Customer Service Officer how to generate leads for Wealth Management Services to increase the profitability of channel. • Insurance partnership company are Zurich International Life, MetLife ALICO & Royal Skandia (Old Mutual Group) Achievements: • First set of Team to start Banc assurance concept in Abu Dhabi Branch Achieved Revenue of USD 35000/- Show less



Al Nabooda Insurance Brokers

• United Arab Emirates
• Insurance
• 100 - 200 Employee

• Financial Consultant

  • Jan 2009 - Mar 2010

  • Independent broker sale of Life Insurance, General Insurance & Mutual fund to Individual. • Lead generator General Insurance for Corporate on Risk Management Solutions. • Representing & advising a full line of Life & General Insurance products & services to client. • Independent broker sale of Life Insurance, General Insurance & Mutual fund to Individual. • Lead generator General Insurance for Corporate on Risk Management Solutions. • Representing & advising a full line of Life & General Insurance products & services to client.



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Relationship Manager - Wealth Management Services

  • May 2008 - Dec 2008

  • New business development, retaining & cross sell bank products & service to existing client. • Direct involvement in the entire sales cycle from prospecting to closure. • One stop solution for clients on Portfolio Management Services, Onshore Mutual Fund, Insurance, NRI Banking, Time Deposits, Online Share Trading Account & Home Loan. Achievements: Achieved Revenue of Rs 10 Lakh • New business development, retaining & cross sell bank products & service to existing client. • Direct involvement in the entire sales cycle from prospecting to closure. • One stop solution for clients on Portfolio Management Services, Onshore Mutual Fund, Insurance, NRI Banking, Time Deposits, Online Share Trading Account & Home Loan. Achievements: Achieved Revenue of Rs 10 Lakh



Citibank NA

• United States
• Banking

• Relationship Officer - NRI Business Services

  • Mar 2006 - Apr 2008

  • Acquiring, retaining & developing relationship with existing & prospective customer. • Initiate innovative micro marketing activity to generate lead like Cold call in Industrial Area. • One stop solution for client’s offshore investment advisory services in International Mutual Fund, Insurance, Structured Notes & NRI Banking Achievements: • Achieved Revenue of USD 110000 in the year 2007 • Achieved Revenue of USD 75000 in the year 2006 • Acquiring, retaining & developing relationship with existing & prospective customer. • Initiate innovative micro marketing activity to generate lead like Cold call in Industrial Area. • One stop solution for client’s offshore investment advisory services in International Mutual Fund, Insurance, Structured Notes & NRI Banking Achievements: • Achieved Revenue of USD 110000 in the year 2007 • Achieved Revenue of USD 75000 in the year 2006



ABN AMRO Bank N V

• Netherlands
• Banking
• 700 & Above Employee

• Investment Advisor – Retail Banking

  • Mar 2005 - Feb 2006

  • Investment Advisor for ‘Personal Banker Channel’ – New proposition started by Bank Team of 12 people • Channel Management responsible for driving & achieving sales targets for Mutual Fund. • Leading personal banker team for closures & up sell. • Grow asset under management of Mutual Fund for the Channel. • Knowledge sharing, training & developing team on market intelligence & updates on M.F Achievements: • Consistently acquired new AUM of Rs. 50 Lakh per month. • Investment Advisor for ‘Personal Banker Channel’ – New proposition started by Bank Team of 12 people • Channel Management responsible for driving & achieving sales targets for Mutual Fund. • Leading personal banker team for closures & up sell. • Grow asset under management of Mutual Fund for the Channel. • Knowledge sharing, training & developing team on market intelligence & updates on M.F Achievements: • Consistently acquired new AUM of Rs. 50 Lakh per month.



HDFC Bank Ltd

• Banking
• 100 - 200 Employee

• Investment Relationship Manager

  • Jun 2004 - Feb 2005

  • Increase the bank market share by cross selling Investment to existing client base. • Managing & grew portfolio size offering investment advisory services in Mutual fund, Insurance, Portfolio Management Services product & cross sell Asset product. Achievements: Won Franklin India Flexi cap IPO Scheme contest. • Increase the bank market share by cross selling Investment to existing client base. • Managing & grew portfolio size offering investment advisory services in Mutual fund, Insurance, Portfolio Management Services product & cross sell Asset product. Achievements: Won Franklin India Flexi cap IPO Scheme contest.