Experience

Infina Finance Private Limited

• India
• Financial Services
• 1 - 100 Employee

• Assistant Vice President Client Services

  • Mar 2022 - Present

  Mumbai, Maharashtra, India We are into promoter funding, loan against shares, ESOP funding etc



Axis Bank

• India
• Banking
• 700 & Above Employee

• Affluent Relationship Manager with Axis Bank Ltd

  • Apr 2021 - Oct 2021

  Mumbai Metropolitan Region Currently handling a book size of 413 CR • Managing the HNI and the Ultra HNI Clients both Resident and Non resident • Handling client queries, requests, escalations and resolving them on time. • Establish regular contacts with the clients on email and calls for their banking requirements like( Family Accounts, Loans, Share trading , Investments ) • Resposible for Acquiring new clients and generating leads for all banking products • Increase customer engagement… Show more Currently handling a book size of 413 CR • Managing the HNI and the Ultra HNI Clients both Resident and Non resident • Handling client queries, requests, escalations and resolving them on time. • Establish regular contacts with the clients on email and calls for their banking requirements like( Family Accounts, Loans, Share trading , Investments ) • Resposible for Acquiring new clients and generating leads for all banking products • Increase customer engagement through cross - selling investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment products like Forex, Remittances, Loans and many more. • Review portfolio every quarter • Constant update of knowledge and skills to be familiar with the competition to stay ahead of them Show less



InCred Wealth

• India
• Investment Management
• 100 - 200 Employee

• Private Banker

  • Jan 2020 - Sep 2021

  Mumbai Metropolitan Region SENIOR MANAGER PRIVATE BANKING • Offer financial and investment advice to the clients after assessing their requirements • Prospect new clients and secure new relationships, meeting the assigned targets and profitability • Handle day-to-day service requests of assigned clients • Supervise the execution of client's transactions and ensure minimal errors • Gather market insights, research, and product intelligence in order to best serve the interests of… Show more SENIOR MANAGER PRIVATE BANKING • Offer financial and investment advice to the clients after assessing their requirements • Prospect new clients and secure new relationships, meeting the assigned targets and profitability • Handle day-to-day service requests of assigned clients • Supervise the execution of client's transactions and ensure minimal errors • Gather market insights, research, and product intelligence in order to best serve the interests of clients • Ensure that all transactions comply with applicable regulatory framework/guidelines and the group's policies and procedures are properly adhered to • Serve as a brand ambassador for the culture and values of the bank during interaction with clients and in public behaviour • Conduct business with a high degree of professionalism and integrity Show less



State Bank of India

• Wealth Relationship Manager with State Bank of India

  • Sep 2016 - Jan 2020

  Mumbai Area, India One of the first relationship manager to be selected by State Bank of India for its first ever wealth management services as public sector bank. Handling wealth clients through digital platform as well as by meetings. My job includes on boarding of new as well as existing clients to the exclusif platform of SBI. serving them to their fullest satisfaction. Managing their investment portfolio and advising them on different options of investments available in the market and reviewing the… Show more One of the first relationship manager to be selected by State Bank of India for its first ever wealth management services as public sector bank. Handling wealth clients through digital platform as well as by meetings. My job includes on boarding of new as well as existing clients to the exclusif platform of SBI. serving them to their fullest satisfaction. Managing their investment portfolio and advising them on different options of investments available in the market and reviewing the portfolio regularly. Show less



Reliance Wealth Management

• Financial Services
• 1 - 100 Employee

• Private Banker

  • Dec 2018 - Dec 2019

  Mumbai Metropolitan Region • Achieved best performing private banker in First 3 months of joining • Achieved almost 75% of the yearly target since April 2019 • Acquired around 15 clients with an AUM of almost 10cr • Did business of Around 4 cr in Mutual funds and 6 cr in products like PMS, MLD • Acquired client for EB5 program worth 5CR.



Kotak Mahindra Bank

• India
• Banking
• 700 & Above Employee

• Senior Manager in NRI Services

  • Sep 2014 - Sep 2016

  Nariman Point MUmbai Handling NRI clients and their portfolio, Updating them about the latest market trends. Sending regular emailers on latest products launched for investments. Trying to enhance their relationship value.



HDFC Bank

• India
• Banking
• 700 & Above Employee

• PREFFERED RELATIONSHIP MANAGER

  • Feb 2008 - Jul 2014

  Managing NRI portfolios in the bank. Help the clients for remitting their funds abroad as well as getting funds in India. Help them in building a portfolio of investment. by analysing their goals. Get new NRI clients for the bank by generating references from existing clients and servicing them.



Kotak Mahindra Bank

• India
• Banking
• 700 & Above Employee

• SERVICE DESK OFFICER

  • Jun 2006 - Jan 2008



ICICI Bank

• India
• Banking
• 700 & Above Employee

• TELLER

  • Feb 2005 - Apr 2006



TCS e-Serve International Ltd.

• India
• Information Technology & Services
• 700 & Above Employee

• CUSTOMER SERVICE OFFICER

  • Feb 2003 - Jan 2005



Satyan Insurance Brokers Pvt Ltd

• India
• Insurance
• 1 - 100 Employee

• COMPUTER OPERATOR

  • Apr 2002 - Jan 2003