Jan 2020 – Apr 2022 · 2 yrs 3 mos

Jul 2019 – Nov 2019 · 4 mos · Delhi

May 2018 – Jul 2019 · 1 yr 2 mos · Delhi

• Key deliverables :
• 1) Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives.
• 2) Managing relationships of super HNI clients, retaining & enhancing advisory relationships.
• 3) Service the banking requirements of the super HNI clients.
• 4) To achieve sales targets in terms of income generated across all advisory products basis revenue slabs.
• 5) To acquire new clients in the targeted HNI segment from outside the bank.
• 6) Acquiring high value relationships into the private banking group.
• 7) To execute cross sell efforts as per focus of the bank at any given point in time.
• To keep one self-updated on the financial markets and in advisory products / services in particular.

Apr 2017 – May 2017 · 1 mo · Delhi