harshvardhan Singh shekhawat

360° Portfolio Management: Skilled in comprehensive financial analysis,
cross-sell strategy, and portfolio deepening to drive business growth.
Strategic Asset Management: Expert in sourcing and managing asset
products such as home loans, LAP, business loans, personal loans, and
credit facilities.
Liability Product Growth: Demonstrated strong knowledge of liability
products, including CASA, term deposits, current accounts, salary
accounts, and onboarding of high-value clients.
Revenue Generation: Achieved consistent revenue growth through
strategic promotion of fee-based products such as insurance, mutual
funds, forex, and third-party financial offerings.
Comprehensive Product Knowledge: Demonstrated 360° understanding
of banking/financial products, including liabilities, assets, investments,
insurance, and digital banking solutions.
Client Needs Analysis: Effectively matched client needs with appropriate
cross-sell and up-sell opportunities across the full product suite.
Wealth Advisory: Provided expert advisory on wealth management
products (mutual funds, SIPs, bonds, structured products) ensuring
suitability and compliance.
End-to-End Onboarding: Managed end-to-end client onboarding, ensuring
strict KYC compliance and risk profiling.

Analyzed and processed medical and health insurance claims, ensuring
100% accuracy in validation protocols.
Validated revenues and expenses against associated rules and reconciled
them within internal systems.
Prepared complex journal entries and generated timely invoices and
statements for key stakeholders.
Collaborated with cross-functional teams to identify debugging issues
and optimize claim processing workflows.