Ankit Saurabh

• Management of retail and emerging affluent clients, strengthening relationship and driving portfolio growth through
banking and investment solutions.
• Added 20million USD to the bank portfolio from new to bank NRI client relationships.
• Management of 40Million USD Total Relationship Value (TRV), including FCNR, NRE/NRO deposits with existing
bank customers.
• Independently sourced, onboarded, and managed NRI clients, handling end-to-end documentation, KYC, and
compliance requirements
• Drove fee income through mutual fund cross-selling and execution aligned to client investment needs
• End to end execution of client relationship lifecycle, from prospecting and onboarding to servicing, investment
execution, and retention
• Ensured utmost diligence towards regulatory and operational standards while maintaining high service quality and
client satisfaction
• Timely engaged with product, operations, and compliance teams to ensure execution of deposits, investments, and
service requests
• Managed 18% of total inward remittances from GCC, supporting CASA growth and deeper NRI relationship
engagement

• Assisted in implementing daily operational procedures to ensure compliance with organisational standards.
• Collaborated with team members to resolve customer inquiries and enhance service delivery.
• Maintained accurate records of transactions and communications to support effective decision-making.
• Supported training initiatives for new staff to foster cohesive working environment.
• Conducted assessments of client needs to tailor services and improve satisfaction levels.
• Engaged with stakeholders to gather feedback and identify areas for process improvement.
• Developed and implemented strategies to streamline workflow and enhance operational efficiency.
• Monitored compliance with policies and regulations to uphold service quality and integrity.
• Maintained high standards of professional conduct, establishing trust with all stakeholders.
• Conducted risk assessments to ensure public safety and prevent recidivism.
• Encouraged constructive behaviours among offenders through various mentoring initiatives.
• Coordinated with cross-functional teams to streamline operational processes and improve efficiency.
• Managed daily transactions and maintained accurate records to support financial integrity.