Associate Director- Private Banking
HDFC bank Pvt. Ltd.
مجموع سنوات الخبرة :13 years, 1 أشهر
Managing Business Development and responsible for:
Providing best wealth advisory services.
Preparing presentation about structured and private equity products and custody services,
Developing and overseeing the relationship with ultra HNI’s and corporate Clientele.
Working as the support function for the branches in the investment advisory for the clients.
Conducting comprehensive review of client portfolios, including meeting with clients to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.
Developing a total profile of customer base, identifying prospects & sources of acquiring new customers in addition to that provide the support to the Relationship Managers in retail banking to generate the income by selling the investment products.
Ensuring achievement of overall targets by generating business and cross sales across the Product Grid.
Key Customer Relationship Management, supervision and nurturing relationship with HNI customers to achieve constant profitability.
Complaints Handling with solutions (as per our TAT policy) to potential customers
Ensuring compliance with Banking rules, Regulations & Procedures
To develop sales and marketing strategies for products MF, LI, structured and private equity funds.
Major Achievements
Got selected for Management Development Course at IIM -Ahmadabad for the managerial skills development, and obtained MDP certificate from the institute.
Awarded with the most promising employee of the region in Private Banking of HDFC Bank.
Managing Business Development and responsible for:
Providing best wealth advisory services to HNI and corporate clients. Prepare presentation about structured and private equity products.
Conduct comprehensive review of client portfolios, including meeting with clients to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.
Key Customer Relationship Management, supervision and nurturing relationship with HNI customers to achieve constant profitability.
Complaints Handling with solutions (as per our TAT policy) to potential customers
Ensuring compliance with Banking rules, Regulations & Procedures
Major Achievements
Awarded highest achievement award from Country head for LI business in october 2012
Won the constest Mission Possible 3 for “capetown”.
Awarded with the first position in mission possible 4 PAN India and Qualified For “Mauritius”.
Managing Business Development and responsible for:
Responsible oversee the relationships with the HNI clients and give them the best advisory services.
Generate the Revenue for the organization by giving them the advisory services.
Presentation on various products to the corporate.
Responsible to sell cross products like GI and Loans.
Major Achievements
Ranked in top 10 Wealth mangers PAN INDIA in January 2012
Awarded for the best wealth manger for Private Equity and Structured Products..
Got appreciation from country head for business loan lead generation and disbursal.
(
(