RICHA MANCHANDA

Operations Associate

Mumbai, Maharashtra, India14 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

AMFI and IRDA certified professional.
Proficient in wealth management and client advisory.
Achieved significant revenue targets in previous roles.

Stackforce AI infers this person is a Wealth Management professional with expertise in financial products and client handling.

Contact

Skills

Core Skills

Wealth ManagementClient Relationship ManagementClient Advisory

Other Skills

Revenue generationInvestment productsInsuranceRetail assetsSavings book growthWealth advisoryInvestment propositionsSales processKYC complianceFinancial PlanningPresenterConfidence BuildingStrategic Financial PlanningBankingCorporate Finance

About

AMFI AND IRDA certified MBA professional proficient in financial products and client handling.Has experience as Wealth Advisory Manager in various organisations. Has given various NSE certifications and majored in International Business during MBA.

Experience

14 yrs 7 mos

Total Experience

5 yrs 10 mos

Average Tenure

12 yrs 1 mo

Current Experience

Institute for technology and management

Manager

Sep 2019 – Present · 6 yrs 8 mos · Navi Mumbai

Axis bank

ex. Relationship manager Affulent Business

Jan 2017 – May 2019 · 2 yrs 4 mos · Mumbai Metropolitan Region

Part of Burgundy Department which comprises of revenue generation through various products on Investment, insurance, retail assets(home loan and auto loan) and savings book growth. Total savings account book of Rs 30 crores with 250 HNI customers (TRV of Rs 25 lacs and above). Revenue target of yearly Rs 1 crore. Awarded for outstanding performance in insurance business in the month of March 2019 by Mr. Ravi Narayanan ( President and Head Branch Banking).

Revenue generationInvestment productsInsuranceRetail assetsSavings book growthWealth Management+1

Citibank india

Wealth Councellor

Apr 2014 – Present · 12 yrs 1 mo

Deutsche bank

Manager for Advantage Banking

Mar 2011 – Sep 2013 · 2 yrs 6 mos · Mumbai Metropolitan Region

Working as manager in the wealth advisory team at Deutsche bank.Dealing with all kinds of investment propositions and wealth advisory services.
sales of all liabilities product including savings account, current account and homeloans.
refer assets products and thrid party products like insurance, mutual funds etc.
to follow the laid down sales process.
follow the guiding principles of Deutsche Bank.
follow all KYC and Operational Principles laid down by deutsche bank.

Wealth advisoryInvestment propositionsSales processKYC complianceWealth ManagementClient Advisory