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Hitesh Solanki, Wealth Manager

Hitesh Solanki

Wealth Manager·EMPLOYMENT RECITAL

United Arab Emirates

High school or equivalent, Banking & Insurance

Work experience

Total years of experience: 9 years, 5 months

Wealth Manager

September 2017 - Present

EMPLOYMENT RECITAL

United Arab Emirates

September 2017 - Present

Handling & monitoring all retail branch operations according to priority, managing & checking daily report for all the transactional banking of the branch.
•Conducting system study to increase sale on the basis of different rations used in accounting & mapping business requirements for process enhancements & translating them into functional specifications.
•Specialization in Loans such as Home loan, Mortgages, Business loans such as OD, Cash Credit, Term loans and all Retail as well Wholesale Assets.

Client Relationship Management
•Identifying prospective clients & generating business from existing clientele for achieving business targets.
•Mapping client’s requirements & providing expert advisory services to select the right banking products.
•Building and maintaining healthy business relations with customer, enhancing customer satisfaction matrices by achieving delivery & service quality norms.

Company industry:
842
Job role:
Accounting and Auditing

Relationship Manager

July 2016 - August 2016

2017 HDFC Bank Ltd

July 2016 - August 2016

Notable Deliverables

•Upgrade the relationship of the mapped CASA and Trade Forex clients.
•Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer.
•Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
•Sales across all product segments Third Party Products, Assets, Credit Card, Forex Card etc.
•Specialization in Loans such as Home loan, Mortgages, Business loans such as OD, CC, Term loans and all Retail as well Wholesale Assets.

Company industry:
Banking
Job role:
Accounting and Auditing

Branch Relationship Manager

November 2015 - June 2015

2016 Kotak Mahindra Bank

November 2015 - June 2015

Notable Deliverables

● Managing the High Net Worth customers and Retail customers of the bank and achieving the business targets assigned in terms of cross selling, enhancing and upgrading the relationships.

Job role:
Customer Service and Call Center

Relationship Manager

November 2014 - November 2014

2015 IndusInd Bank

November 2014 - November 2014

Notable Deliverables

•Upgrade the relationship of the mapped CASA and Trade Forex clients.
•Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer.
•Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
•Sales across all product segments Third Party Products, Assets, Credit Card, Forex Card etc.

Company industry:
Banking
Job role:
Accounting and Auditing

Assistant

July 2010 - October 2010

2014 ICICI Prudential Life Insurance

July 2010 - October 2010

Notable Deliverables

•Handling ICICI Bank branches, team of Personal / Value bankers & Relationship managers. Building and maintaining healthy business relations with all branch staff by regular branch visits, ensuring maximum customer satisfaction by achieving delivery & quality norms.
•Monitor and manage daily sales & lead generation activities through co-ex while coordinating with other internal departments of Operations, Underwriting, HR, Training, Issuance for timely turnarounds and effective business functioning.
•Driving contest among the branches by providing regular MIS to the Cluster Head, Branch manager & other staffs.
•Regular Training to Branch staff on Product, Process, Sales pitch & Objection handling to make them Instrumental in converting prospective leads to Sales.
•Taking regular review meetings of the Personal / Value bankers & Relationship managers & the channel partners.

Job role:
Administration

Education

Viva College Mumbai UniversityVidya Vihar English High School Maharashtr

January 2006

January 2006

High school or equivalent, Banking & Insurance

United Arab Emirates

Viva College Mumbai UniversityVidya Vihar English High School Maharashtr

January 2006

January 2006

High school or equivalent, Banking & Insurance

United Arab Emirates

courses: /Certifications

Skills

BONDS

Expert

BOOKS

Expert

CUSTOMER RELATIONS

Expert

EQUITIES

Expert

FUNDS

Expert

INSURANCE

Expert

INVESTMENTS

Expert

LOTUS NOTES

Expert

MICROSOFT ACCESS

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VENTAS

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Languages

English

Expert

Hindi

Expert