Feb 2016 – Dec 2018 · 2 yrs 10 mos · New Delhi Area, India

• Acquisition & Sales Management :
• 1 Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings /Term deposits), wealth management products and asset related products (secured, unsecured)
• 2 Grow AUM and Sales revenue on a month on month basis
• 3 Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, no. of transactions
• 4 Achieve "best in class" productivity in order to maximize the efficacy of the sales process
• 5 Aggressive Sales call plans to acquire large prospective customers through referrals
• 6 Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business Done, etc.)
• 7 Accurate and timely generation of reports.
• 8 Activation of dormant accounts
• Customer Relationship Building :
• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues
• Effectively meeting customer expectations and handling/ reduction of customer complaints
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention
• Manage the portfolio to de-risk against attrition and achieve stability of book
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places
• Serve as the one-point contact to the High Net Worth customers of the Bank
• Compliance & Risk :
• Ensure KYC/AML updates, proper zero error documentation
• Updating the C - Manager, adhering to the Contact Management Plan
• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC
• Ensure full awareness of all policies relating to operational risk, sales processes, anti-misselling, etc and comply with the same
• Read, understand and comply with all provisions of the Group Code of Conduct

Feb 2015 – Feb 2016 · 1 yr · New Delhi Area, India

• 1. Open new to bank Citigold savings accounts with wealth proposition for high networth individuals (HNI’s) and ultra-high net worth individuals (UHNI’s)
• 2. Acquire commercial banking relationships – current accounts with high turnover and with trade and Forex potential. .
• 3. Own the affluent segment in both commercial banking as well as wealth space. Also responsible for cross selling asset products ( business loan & mortgage loans) and payment products (High end credit cards)
• 4. Generate leads through references, micromarketing activities, and other permissible databases.
• 5. Understand customer needs, explore and educate customer on financial needs arising at various life stages.

May 2013 – Feb 2015 · 1 yr 9 mos · Delhi

• Devising strategies in order to improve operation processes ;
• Initiate and implement complete overhaul of company hierarchy and reporting structure;
• Mitigating risk by reducing impact of change due to operational improvements and business cycles;
• Defining and delivering benefits through integration of a wholly-owned and recently acquired subsidiary:
•  Carrying out effective Blackstone, CMS and subsidiary communication strategies throughout the entire project.
• Implementation of IT projects pan India in 100+ branches by training Regional Operation Managers and resolve post implementation complications.
• Resource Management and overall P&L responsibility for key business unit

Apr 2012 – Jun 2012 · 2 mos · Nagpur

• Alternate Channel for customer acquisition.
• Converting sales pitches into business.
• Managing relationship with clients