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.
Fund raising from various Corporate Engagements and Government Partnerships.
Strategy around project implementation and collaboration with internal and external stakeholders
Advising across CSR initiatives , CSR policies, thought leadership and ESG.
Closely working with CEO in terms of joint collaboratives , non financial partnerships , impact investing and advocacy.
Company Description
Established in 2001, NASSCOM Foundation has been witness to the transformative power of technology for the last 20 years. Part of the NASSCOM ecosystem, we are the only neutral, not for profit outfit, representing the Indian tech Industry. We remain rooted to our core philosophy of TechForGood, where our efforts are focussed on unlocking the power of technology by creating access and opportunity for those who need it most. We work on helping people and institutions transform the way they tackle social and economic challenges through technology. We have three key areas of intervention, Digital literacy, Skilling and employability and Women entrepreneurship.
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.
Company Description
Kotak Mahindra Bank is an Indian private sector bank headquartered in Mumbai, Maharashtra, India which offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialized subsidiaries in the areas of personal finance, investment banking, life insurance, and wealth management.
