Feb 2021 – Sep 2022 · 1 yr 7 mos

• Acquire, develop and strengthen Private Banking customer relationships
• Managing over 300 relationships between existing Private banking and Citigold customers across commercial and wealth profiles
• Certified financial advisor to develop and build on the acquired relationships
• Sales and service to customers of financial products across, investments, insurance, Forex, commercial banking products and services.
• AMFI, IRDA certified as of April 2021 in addition to certifications on investments, insurance, commercial products and services etc.

Feb 2020 – Jul 2020 · 5 mos

• Pitching and coordinating selling solutions to enterprises/CXO level executives
• Managing partners - MFIs, Banks, NGOs, BCs etc to leverage their network to deliver solutions at a large scale
• Develop and execute a strategic plan to run retention campaigns for existing customer base to convert to referral ambassadors
• Recruit, manage and train business teams across geographies for best practices.
• Develop and implement strategy to increase customer base and solution adoption
• Training teams on financial literacy, selling skills, product knowledge etc.

Sep 2016 – Aug 2018 · 1 yr 11 mos · Chennai, Tamil Nadu, India

• Build and direct product strategies for cobranded credit card portfolio
• ▪ Develop and implement marketing plans and campaigns to drive growth of portfolio size, performance of port-
• folio parameters and meet business targets (growth of card base, spends, activation, penetration, TOW etc)
• ▪ Ensure development of marketing programs to ensure product profitability and customer retention
• ▪ Initiate product ideas and ongoing features/benefits tailored for target segment
• ▪ Coordinate with various teams across products and processes to spearhead product performance and maintain
• portfolio momentum
• ▪ Work with cobranded partner teams to ensure smooth relationship management
• ▪ Design product collaterals and regulate placement and movement in alignment with strategies for the product.
• ▪ Conduct regular review on market trend and study competitor activities to identify opportunities

Jan 2016 – Sep 2016 · 8 mos · Chennai Area, India

• Designing Marketing campaigns, contributing to business strategy, coordinating with marketing agencies, responsible for following and enhancing sales force performance.

Jul 2008 – Apr 2011 · 2 yrs 9 mos

• Acquire, develop and strengthen Premier Banking customer relationships through effective relationship management in accordance with business goals to contribute to bottom-line of Premier Banking
• Manage and develop relationships with new and existing affluent customers through professional consultative financial analysis
• Active sourcing and prospecting of affluent customers
• Upselling, cross-selling, providing regular market information updates and trend analysis
• Ensure superior customer service thereby contributing to the overall customer experience of Premier Banking Requirements

Aug 2006 – Jul 2008 · 1 yr 11 mos

• Zone manager for South India for telecalling activities for the Emerging Channel Team.
• Relationship Manager for Telecalling Vendor based out of Chennai (Largest vendor for the channel across India in terms of number and volume) working on sales, quality, value adds, activation, RTO, etc.
• Responsible for maintaining quality of Telecalling standards by being in touch with compliance and vendors and regularly review performance (the process was started, implemented and reviewed by self all through)
• Responsible for budgeting, billing, tracking and ensuring timely payment within budgetary limits for all telecalling channel activities.
• Channel coordinator for all Risk and control related activities and their reporting to unit and compliance

Jun 2005 – Aug 2006 · 1 yr 2 mos · Ahmedabad Area, India, New Delhi, India

• Worked with Product team on setting up and Manage to distribute pan-India leads to sales channels for 28 cities and drive business
• Set up, implemented and drive channels to secure leads and distribute from the Internet and Mobile platforms
• Run a connector-servicing channel for over 700 connectors through a team meant to service their requirements
• Drive business through a DST channel for the product, ranging from retail to big-tickets, through a team of 20 people, including team leaders, sales officers, telecallers and back-end processors.
• Underwriting of cases for Loan against Property and Home Loans to assess feasible cases (between 2-30 lacs)