Experience

Abbott India Limited, Mumbai

• India
• Appliances, Electrical, and Electronics Manufacturing
• 200 - 300 Employee

• Marketing Support Specialist

  • Mar 2018 - Present



indusindbank

• Banking
• 200 - 300 Employee

• Wealth Manager

  • Mar 2015 - Present



IndusInd Bank

• India
• Banking
• 700 & Above Employee

• Relationship Manager

  • Mar 2015 - Present

• Relationship Manager

  • Mar 2015 - Present

  Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs. Advising HNI clients on various investments opportunities available in the market and help them to generate a high ROI (Return on Investments).•Building a healthy AUM – Investments. Providing clients with information on new and existing products and services. Increase liabilities size of relationship via balances in accounts of existing customers. •Profiling Customers and provide financial products to meet customer needs. Conducting in-depth reviews of clients" financial circumstances, current provision and future aims.•Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Generate fees revenue through third-party investments•Participating actively in branch sales planning to generate action plans for meeting targets•Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Life Insurance , Mutual Funds, Structure Products and PMS etc•One point contact for all requirements of High Net Worth customers in the Branch. Ensuring the highest levels of service to the High Net Worth customers•Compliance with key regulatory and bank level requirements. Ensure compliance through regular process checks and self-audit scores. Show less



HDFC Bank

• Preferred Relationship Manager

  • Aug 2012 - Apr 2013

  •Profile involved Client Relationship Management with HDFC Bank •Responsibilities include addressing client needs and built Financial Plans while striving to outperform and exceed prior profitability and revenues. •Achieved Financial Results – Managed financial aspects of account to ensure plan is met or exceeded in both growth and profitability. Achieved the desired Revenue Target with 125% of target revenues for the last reporting year from Business Loans, TPP and Retail Loans. •Penetrating through Bouquet of products offered by banks and thereby ensuring higher wallet share of the client. Acquisition of new clients under the Managed progmethr References & Acquisition Drive •Maintain highest level of Compliance with reference to Sales/Organisational Processes, Industrial/Legal regulations and Professional Codes. •Ensuring quality customer service is delivered. Recording complaints and resolving the same within stipulated TAT’s Show less