Investment Specialist

• Jan 2021 - Present

Personal Banker -Junior

• Oct 2020 - Jan 2021

Wealth Counselor

• Feb 2018 - Apr 2020

- Provided Investment and Insurance solutions to medium and high-net worth salaried individuals. - Dealt with Mutual Funds, Portfolio Management Services and Structured Products; Life Insurance, Whole life insurance plans, ULIPs and general insurance (health, personal accident & motor) - Provided Investment and Insurance solutions to medium and high-net worth salaried individuals. - Dealt with Mutual Funds, Portfolio Management Services and Structured Products; Life Insurance, Whole life insurance plans, ULIPs and general insurance (health, personal accident & motor)

Relationship Manager - Sales Management Associate

• May 2017 - Jan 2018

- Client acquisition and Business Development for the local branch - Co-ordinate Citigold business events, customer Meet & Greet and other promotional activities to solicit new accounts - Review product penetration and Ensure coverage of all relationships through customer engagements, risk profiling and financial planning - Digital banking uptake ambassador for the branch - Client acquisition and Business Development for the local branch - Co-ordinate Citigold business events, customer Meet & Greet and other promotional activities to solicit new accounts - Review product penetration and Ensure coverage of all relationships through customer engagements, risk profiling and financial planning - Digital banking uptake ambassador for the branch

Summer Intern

• Apr 2016 - Jun 2016

- Submitted a research paper on 'Impact of Corporate Governance on Indian Banks (Some Key Performance Indicators) to the Department of Banking Supervision, Reserve Bank of India, Regional H.Q, Chennai - The research involved determining and defining correlation between characteristic features of Corporate Governance regulations of the Reserve Bank of India & Indian Banking Code and select Key Performance Indicators of Indian banks. - The research findings were able to suggest an optimisation of Executive Board Size of Banks, shed light on the Composition of the Boards, predict an optimal Shareholding Pattern, emphasize the effectiveness of Board Meetings and the importance of the Sub-Committees of the Board of the banks under study.

Student Member of Placement Committee

• May 2015 - Mar 2016

-Plan, organise and execute the campus placement process. -Identify opportunities and create interactive relationships between corporates and the institute. -Develop a loyal corporate network through regular engagement and outreach -Plan, organise and execute the campus placement process. -Identify opportunities and create interactive relationships between corporates and the institute. -Develop a loyal corporate network through regular engagement and outreach