Relationship Manager Ivy, Private Banking
Au Small Finance Bank Limited
Total years of experience :8 years, 8 Months
• Completely built and developed client portfolio from ground up to the tune of INR 25 Crore in FY22-23
• Successfully moved an AUM of INR 20 Crore across Insurance, Equity and Fixed Income products.
• Achieved Pan India Top 9 and Top 3 Ranking in terms of Insurance and Investment product respectively for FY 22-23 among all verticals in the bank.
• Achieved Top 3 in Insurance and Investment products in the Region for FY 22-23
• Achieved Top 1 Ranking in Investment Products for the month of June 23 and July 23.
• Managing and Nurturing UHNI and HNI clients of the Bank
• Qualified for Shubh Aaram Contest for Insurance product for the month of Feb 21 and March 21.
• Achieved Pan India Top 5 Ranking in Liability Acquisition for the month of May 21.
• Generated revenue of INR 34 lakhs and achieved revenue target by 240% in FY 2018-19
• Planned portfolio solutions as per clients financial health and requirements.
• Developed and cultivated relationship with new and existing clients
• Received certificate for PAN India Top 10 RMs in LAS (Loan against security) business.
• Awarded Top RM- Fee category (January 2019)
• Millionaire qualifier in Insurance product (December 2018)
• Qualified in international contests in Q3 and Q4 through Insurance and Investment products.
• Handled portfolio of UHNI clients with an AUM of INR 20 Crore
• Closed an exclusive deal in Foreign Currency Term Loan that generated business revenue of INR 15 lakhs.
• Received certificate of recognition for investments by Zonal head
• Managed portfolio of high-net-worth clients with an AUM of INR 50 Crore
• Achieved revenue targets by 220% for FY 2015-16, contributed total revenue of INR 87 lakhs.
• Received certificate of recognition by National and Regional heads