Sunil Arora

• Handling Pioneer Clients and size of the portfolio is 15 Cr(CASA and AUM ) in which I am responsible for cross sell of Banking products and have to achieve all the parameters for Meeting our monthly income targets.
• Cross Sell of CASA Accounts Fixed Deposit and other third Party product as per customer needs.
• Generating leads from the references and from the old base to generate revenue for company.
• Cross sell of various product like Life Insurance, Mutual Funds, PMS AIF and all these through Investment portal of through Demat account of Motilal Oswal.
• Providing wealth solutions to the client for their Investment needs and helps in creating the portfolio and wealth creation.
• Creation of AUM /CASA to increase the revenue.

• Handling Burgundy Customers and size of the portfolio is 50 Cr No of Group is 40 in which I am responsible for cross sell of Banking products and have to achieve all the parameters for Meeting Annual Targets
• Along with the Axis Customer having Set of Customer whose AUM is Approx 50 Crore and I am taking care of the same.
• Cross selling of TPP include life insurance, have tie up with Max Life, Bajaj Life, TATA AIA and Aditya Birla Mutual funds across industry recommended funds and general insurance Inclusive of ICIC Lombard.
• On Boarding fresh only Burgundy Customer into our Book and cross sell banking product as per customer needs.
• Sourcing of retail loan inclusive of Lap, home loan, personal loan, Loan against shares, and wholesale loans like WC limit Set up, od limit against property, stock and in against of fixed deposits.
• Also provide all banking solutions to the client as per the customer need.

• Handling Imperia Customers and size of the portfolio is Approx. 250 Cr in which I am responsible for Banking Services and cross sell of Banking products and have to achieve portfolio income.
• Cross selling of TPP include life insurance, have tie up with Tata AIA and Aditya Birla Mutual funds across industry recommended funds and general insurance.
• Acquiring NTB Customer into our portfolio and cross sell banking product as per customer needs.
• Sourcing of retail loan inclusive of Lap, home loan, personal loan, Loan against shares, and wholesale loans like BG limit Set up, od limit against property, stock and in against of fixed deposits.
• Also provide all banking solutions to the client as per the customer need.

• Handling Portfolio of more than 250 Privy Group of 400 Customer base portfolio size is more than 14cr in which I am responsible for all their banking needs and to generate business from my managed Portfolio.
• Acquisition of new Privy Clients only and increase the value in My Managed Book on yearly bases.
• Cross selling of all the products of Kotak bank Ltd it includes Retail liability and Retail Assets Product like Business Loan, Auto loan, Mortgage products, forex services and Generate income from TPP like Life Insurance, Mutual funds, General Insurance.
• Reviewing the portfolio on quarterly bases and to know the banking needs of the customer by Visiting Customers place.
• Also provide advisory Services in Equity Market related products and also opening new Demat and trading Accounts for giving trading platform to the customer for their investments.

• Handling Portfolio of more than 300 Privileged Clients in which I am responsible for all their banking needs which are pertaining to Assets, Investments and wealth Creation according to the risk appetite of the client.
• Building a healthy Banking relationship with the clients and achieving my fee targets by cross selling the various products ( i.e. Forex, Assets, and third party products including Mutual Fund and Insurance Products)
• Generating a new set of clients which fulfill our basic eligibility criteria of Privilege Banking by the means of reference from the prevailing set of clients and open area vicinity.
• Ensuring the portfolio of the customer is reviewed on regular basis so that any deviation from the goal which has been set initially not deviated. And taking protective and preventive measures and decision with customer consent to achieve that goal within the specified time span.

• Acquisition of new clients for opening Demat and trading accounts and assisting them for doing trade in different scripts.
• Handing existing clients services and assisting them in all kind of trades
(i.e. Stocks, Derivatives, Futures and Mutual Funds) and generating revenue through these transactions.