Experience

Sanctum Wealth

• India
• Investment Management
• 1 - 100 Employee

• Associate Vice President Client Relationship

  • Apr 2021 - Present

• Senior Client Relationship Associate

  • Oct 2017 - Present

  Oct 2017- Present• Client servicing for selected bankers in the team.• Ensuring smooth on-boarding of individual & non-individual clients from various verticals of the industry.• Work closely with clients, bankers and the operations team to ensure smooth execution of client bank and investment transactions.• Managed risk by reviewing the efficiency of current processes and suggested changes if required.



Ing Vysya Bank is now Kotak Mahindra Bank

• India
• Banking
• 700 & Above Employee

• Branch Operations Manager

  • Aug 2010 - Oct 2017

  • Monitoring and tracking daily responsibilities like processing of high value transactions, issuance of demand drafts and internal fund transfers, manage ATM's, authorize and verify branch instructions, resolve escalated issues. • Fulfilling the duties of BOSH (both custodians as well as verifying officer), ensuring the daily demands of cash in branch and maintaining the cash retention limit. • Ensure redressal of customer grievances; address escalated issues in order to ensure smooth relationship with clients. • Review daily accounts opened, report, monitoring accounts, deepening of relationship with existing customers who walk-in, through cross sell of all products and services and enhancing the value of existing accounts. • Ensuring retention of existing portfolio, smooth corporate salary processing and all other service related activities. • Certificate of appreciation for performance in the month of Jan 2015 in score card champions and got qualified as a member of “GOLD” club, in the month of Feb 2015 “SILVER” club and in the month of March 2015 “GOLD” club. • Certificate of appreciation for outstanding contribution in Q3 2014-15. • Received recognition in the form of tittle of “RETAIL BANK LION- BOSH “in WEST region for outstanding contribution in Q3, 2013-14, Q4, 2013-14 and Q3 2014-15. • Appreciation for active contribution in B-HAG for the month of Aug –2013 and Dec – 2013. • Award for “BEST CCM – MUMBAI REGION” for outstanding performance at ING VYSYA BANK (Half yearly 1 – 2011-12). • Got promoted to BOSH from Customer Care Manager (CCM). • Won the title of “CHAMPION” in Monsoon retail term deposit campaign at ING Vysya Bank. Show less



Permasteelisa Group

• Italy
• Civil Engineering
• 700 & Above Employee

• Finance Analyst

  • Jan 2009 - Aug 2010

  Responsibilities include handling finances and the accounts of the company. Responsibilities include handling finances and the accounts of the company.