Apr 2022 – Jul 2024 · 2 yrs 3 mos · Mumbai, Maharashtra, India · On-site

• ● Managed a ₹75 Cr current account book and ₹40 Cr in fixed deposits, increasing wallet share and client retention.
• ● Led implementation of ODeX (online shipping documentation platform) for India, coordinating cross-functional stakeholders and improving trade processing efficiency.

Sep 2019 – Mar 2022 · 2 yrs 6 mos · Mumbai Metropolitan Region · On-site

• ● Successfully managed and provided proactive support to a portfolio of over 40 Business Banking Group (BBG) customers, consistently resolving day-to-day operational needs and ensuring high service standards.
• ● Authored and presented detailed Credit Appraisal Memorandums (CAMs) and facilitated diverse and complex transactions, including Commodity Pledge, Fund-based, and Non-Fund-based products.
• ● Drove customer base expansion through new client acquisition and collaborated with branch networks for efficient onboarding. Actively supervised customer trade activities to optimize financial operations while strictly maintaining regulatory compliance.

Mar 2015 – Nov 2016 · 1 yr 8 mos · Mumbai, Maharashtra, India · On-site

• ● Managed a High Net Worth (HNI) portfolio of 228 customers with an asset base of ₹38 Crores, consistently exceeding business targets through strategic cross-selling and upgrading relationships across Life Insurance, Mutual Funds, and General Insurance products.
• ● Specialized in in-depth customer profiling and delivering tailored financial solutions, acting as the dedicated, one-point contact for HNI clients to ensure superior service delivery and prioritizing client retention.
• ● Drove new customer acquisition and met challenging sales targets for banking and investment products by successfully leveraging referrals and proactive engagement, thereby strengthening the client base and enhancing business growth.

Nov 2016 – Sep 2019 · 2 yrs 10 mos · Mumbai, Maharashtra, India · On-site

• ● Led the MAB vertical for the Mumbai region, overseeing a team of 18 Branch Managers and 80+ executives. Consistently achieved business targets across Working Capital, Term Loans, and Merchant Loans by driving strategic growth and tailored financial solutions.
• ● Managed the Small Business Banking segment (clients with turnovers of ₹30 lakh to ₹10 crore), successfully meeting and exceeding sales goals for lending products and expanding the customer base through focused acquisition and relationship management.
• ● Directed an 8-member executive team, optimizing business processes by monitoring CRM workflows, streamlining loan login and disbursement procedures, and conducting joint client calls to ensure high productivity and service standards.

Dec 2012 – Feb 2015 · 2 yrs 2 mos · Kalyan, Maharashtra, India · On-site

• ● Directed sales of Motor/Health Insurance and expanded agent networks across corporate/retail segments to strengthen market presence via onboarding and distribution growth.​
• ● Supported agents with query resolution and backend streamlining (proposals/policy issuance); led business plans, joint calls, cross-selling banking products, and training on new offerings.

Aug 2011 – Dec 2012 · 1 yr 4 mos · Mumbai Metropolitan Region · On-site

• ● Directed insurance sales and expanded agent network to boost market presence and distribution for General Insurance products; supported agents with backend processes like proposal submissions and policy issuance to ensure smooth operations.
• ● Conducted training on new insurance products; designed and executed strategic business plans to drive sales and consistently meet targets.

Jul 2006 – Jul 2011 · 5 yrs · Mumbai, Maharashtra, India · On-site

• ● Led client acquisition and business expansion in Equity, F&O, Commodity, Forex, and Insurance; managed back-office operations (pay-ins, pay-outs, shortages via LD-Diet); achieved sales targets and delivered financial solutions in insurance and mutual funds.
• ● Drove growth via strategic insurance tie-ups, provided client servicing, and conducted training for employees/clients to boost product knowledge.

Jul 2005 – Jul 2006 · 1 yr · Mumbai, Maharashtra, India · On-site

• ● Delivered prompt client support via phone, guiding customers through online order placement and query resolution to ensure a seamless service experience.
• ● Managed critical back-office operations, including pay-in/pay-out processing and shortage resolution, utilizing the LD-Diet tool to maintain accuracy and streamline account management workflows.