Shivani شارما, Associate Director- Private Banking

Shivani شارما

Associate Director- Private Banking

HDFC bank Pvt. Ltd.

البلد
الإمارات العربية المتحدة
التعليم
ماجستير, marketing
الخبرات
13 years, 1 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :13 years, 1 أشهر

Associate Director- Private Banking في HDFC bank Pvt. Ltd.
  • الهند - لوديانا
  • أشغل هذه الوظيفة منذ أبريل 2014

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.

Relationship Manager- Private Banking في DEUTSCHE Bank
  • الهند - لوديانا
  • أغسطس 2012 إلى مايو 2014

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”.

Wealth Manager في ICICI Bank
  • الهند - لوديانا
  • أبريل 2011 إلى أغسطس 2012

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.

الخلفية التعليمية

ماجستير, marketing
  • في ICFAI BUSINESS SCHOOL
  • مارس 2011

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بكالوريوس, Biotechnology
  • في Punjab
  • أبريل 2008

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Specialties & Skills

Sales and Marketing
Customer Relationship Management
Private Banking
Portfolio Management
Investment Banking
BANKING
BUSINESS DEVELOPMENT
CONTINUOUS IMPROVEMENT
CUSTOMER RELATIONS
EQUITIES
FUNCTIONAL
GESTIÓN

اللغات

الانجليزية
متمرّس
الهندية
اللغة الأم
البنجابية
متمرّس

التدريب و الشهادات

Sales Force Automation for Managers (تدريب)
معهد التدريب:
Indian Institute of Ahmedabad, India
تاريخ الدورة:
February 2015
المدة:
24 ساعة
Insurance Regulatory and Development Authority of India (تدريب)
معهد التدريب:
IRDA
تاريخ الدورة:
August 2011
المدة:
16 ساعة
NISM-Series-X-A: Investment Adviser (Level 1) Certification (تدريب)
معهد التدريب:
National Institute of Securities Markets
تاريخ الدورة:
April 2011
المدة:
30 ساعة

الهوايات

  • Cooking