Strategic, focused, self-motivated and quick learner. MBA with 8 years of experience in Sales, Business Development ,Private Banking & Wealth Management. I am a meticulous team player with sound communication, analytical and interpersonal skill. My objective is to obtain challenging and rewarding position in an organization of repute which will enable me to use and enhance my strong leadership skills and ability to work well with people.
Business development and penetration strategy for overall growth of the business
Acquiring large clients and family offices , managing relationships and servicing the key clients.
Cross Function-Worked closely with co- founder in the team building processes, go to market strategy, addressing real-time client issues and interacting with product team to build the right solution.
Advising across debt and equity product bouquet with other services ; home loan, insurance , corporate treasury, family trust & Estate Planning services , real estate etc
Working with the retail branch banking channels towards lead generation, client acquisition and servicing.
To meet the Sales target in terms of income generated across all advisory Products and also Product support for Third Party Products/ Channel Partners.
Executing cross-sell and generating revenue streams for the bank.
Data analysis, MIS generation and periodic reporting on client's portfolio.
Conducting engagement and various marketing activities at corporate level to promote sales and to strengthen relationships with key accounts
Strategically planned & implemented on various strategies for cross-selling investment/insurance, Forex, Asset products to the existing HNI base.
Customer Success -Handling customer queries in relation to online banking portal, salary accounts, savings accounts, credit cards, personal loans, home loans etc.
