Jul 2014 – Mar 2015 · 8 mos · Gurugram, Haryana, India

• 1.To increase relationship value of HNI clients at the bank through tactical marketing and sales of all banking and investments products offered by the bank
• 2.To meticulously study and research on various investment channels in India and overseas in order to create optimal portfolios, strategically customized for each client based on their return, risk, financial and lifestyle profiles

Jul 2010 – Jan 2012 · 1 yr 6 mos · Gurugram, Haryana, India

• 1.Worked for the Quality and Risk Management team. Part of the Pilot team responsible for setting up the Advisory Support line
• 2.Successfully completed 3 exciting ad-hoc projects on risk analysis, error tracking and standardization of key processes
• 3.Understood the meticulous planning devised on setting a new core competency at the firm while working along with the London QRM leadership on the team responsible for inception of the Assurance support service line in India
• 4.Developed strong team leadership skills as a result of mentoring and training new joinees in the team

May 2009 – Aug 2009 · 3 mos · Greater Delhi Area

• Worked for the client servicing team, learning about the basic hygiene of client management and business development