Manager
Axis Bank Ltd
Total years of experience :16 years, 11 Months
Meeting with client and allocating new financial products in their portfolio.
Acquiring new client
Creating awareness among clients about the mutual fund/Insurance industry business model and how the same is better than govt. securities.
2010 Green Belt Six Sigma AQAB
2011 Certified Mutual Fund Seller AMFI
2011 Certified Insurance Seller IRDA
Axis Bank Bank Ltd - NRI Banking 3 Dec, 2013 till date
Manager - NRI Channel Pune, India
Key job responsibilities
* Handling 700 odd NRI clients with the total balance of Rs 1050 million & AUM size of Rs 30 million
* Customer facing for their queries, complaints & requirement in regards to NRI banking
* Handling operational role like creating FCNR deposits, remittances, processing withdrawals and deposits in clients account with the help of internal application i.e. Finnacle
* Offering NRI client new products promoted by bank like NRI Pro, investment option i.e. mutual fund & Insurance
* Creating awareness among clients about the mutual fund/Insurance industry business model and how the same is better than govt. securities.
* Sound knowledge of all regulations and statutory requirements for NRI banking.
* Acquired top 12 NRI account which help to increase the month end balance for Axis Bank branch by 8.2%
* Received an appreciation mail from National Head for bringing balance during the year end in saving accounts for our branch. Awarded for going the extra mile and making significant contribution in maintaining Saving account balances
2014 Certified Capital Market NCFM
2013 Certificate of Participation - Business Analyst Seed InfoTech
ICICI Bank Ltd - Wealth Management 17thNov, 2011 to 17thDec, 2013
Asst Manager - Wealth Manager Pune, India
Key job responsibilities
* Managing a total relationship value of around 700 million, with around 215 affluent clients.
* Responsible for delivering on a revenue target of around a million in the year.
* Responsible for portfolio management of clients, asset allocation and periodic review for profitable growth to maximize new business opportunities by deepening and widening the customer relationship through customer contact and cross sell programs across wealth management and business banking product
* Responsible for generating revenue across both asset and liability products. I have to actively solicit clients on Mutual Funds, Direct Equity, Real Estate Funds, Life Insurance, General Insurance, Structured Products and Debt Funds besides other banking products.
* Projects/Operational Duties:
✓ Participated under the assignment of Advances (Loan) where we need to gather client information, analyzing them as well thorough verification of documentations.
✓ Certified financial planner for wealth client.
✓ Gained operational knowledge for mutual fund industry from the selection of fund to its purchase and redemption
✓ Handled front desk for client queries and their service request like DD creation, cheque bounce issue, credit card queries, and modification of EMI or Tenure for home loan.
✓ Generating TDS certificates for clients who require the same.
* Awarded by the National Head ICICI Group - Property for allocation of 15% of ICICI properties in clients portfolios
* Awarded by West Head ICICI Bank for exemplary performance under cross selling products like Life Insurance
* Received a mail and certificate of appreciation from Zonal Head for the best performance under forex transactions shown in the month of October, November & December 2012
IIFL Group - Indiainfoline Broking Ltd 10 Oct, 2009 to 15 Nov 2011
Asst Manager-Account Opening Pune, India
Key job responsibilities
* Handling team of 7 officers who audit the in warded account opening forms from sales team
* Handling rejection with sales team by adhering compliance norms
* Conducting training on monthly basis of recent SEBI notification for sales team
* Highlighting common errors to regional head by sales team during form filling
IIFL Group - Indiainfoline Broking Ltd, 05 Dec, 2007 to Oct 2009 Asst. Manager - Service Quality Mumbai, India
Key job responsibilities
* Generating both incoming and outgoing call report of customer care department
* Analyzing the report as per the predefined parameters
* Report the issues, lackness & improvement to customer care head on weekly basis
* Conducting trainings for customer executives to improve their business and communication skill
* Designing policies and standard operating procedures for Risk Management, Account Opening & Admin
* Conducted customer satisfaction survey for company for complete 2 years
* Highlighted issues, complaints & loopholes in process to senior management on timely basis.
* Coordinated as business analyst among the department and tech team to design smooth processes and software
ICICI Prudential Life Insurance Co. Ltd 11 June 2007 to 29 Nov 2007
Customer Executive Mumbai, India
Key job responsibilities
* Handling Customer queries related to their policy taken
* Coordinating with Product team for customer escalations
Other Additional Courses
Year of Passing Course Institute
Master of Business Administration (MBA) June 2007 University of Pune Pune, India
A qualified professional with specialization in financial management with good academic track record
Bachelor of Commerce (B.Com) Sept 2004 University of Pune Ahmednagar, India