ANAND KUKREJA
Senior Banking Partner - AVP
New Delhi,DL
Summary
Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
2
2
Certifications
Work History
Senior Banking Partner
Indusind bank - Pioneer Banking and Wealth Management
Delhi
05.2022 - Current
- Interacted with high-profile clients and various levels of management.
- Assisted in preparation of over 50 PowerPoint decks based on client materials.
- Delivered marketing pitches to C-suite members of 20+ very large corporate clients.
- Developed valuations as well as created and analyzed financial models, and conducted financing, comparative, and pro forma analyses.
- Performed precedent transaction analyses in Excel.
- Delivered services to customer locations within specific timeframes.
- Improved operations through consistent hard work and dedication.
- Prepared variety of different written communications, reports and documents.
- Thanks to exceptional judgment and relationship-building skills, built a network of 50+ trusted internal and external contacts
Senior Manager - Privy League
Kotak Mahindra Bank
Noida
06.2020 - 05.2022
- Providing need based financial solutions to clients, Managing portfolio of HNI clients, Direct sales of
- Investment instruments like P.M.S., AIF, Mutual Funds, Life Insurance, General insurance, F.D.
- Handling UHNI portfolio of 250 crores - Focus On Offering Financial Solutions for Their Working Capital
- Requirements, Cash Management And Trade Financing, Maintain Highest Portfolio Quality By Proactive
- Account Management And Early Alert Process Make new clients, take references from existing clients, give services for online trading to clients,
- Give tips on buying and selling to clients
- Responsible for sourcing business through Real estate, Corporate, Builders, Brokers, Responsible for solving queries of customers and achieving customer retention through quality customer service.
Relationship Manager
HDFC BANK LTD, NIT
Faridabad
11.2018 - 05.2020
- Involves servicing HNI and NRI clients and doing cross sell from them and enhancing value in accounts Handling customers’ query and resolving them to their satisfaction
- Pitching for Banking Products-Life Insurance, MF, Saving /Current Account along with Credit Cards and Loans
- Banking Transactions -entries like making DD/PO ,Transfer Cheques, Issue of Account Statement ,making
- FD’s and RD’s Managing Privilege Banking, High Net Worth Individuals as well as NRI Customer’s portfolio
- Sales and Servicing through Cross Selling of Products as per Customers’ requirement
- Ensuring complete documentation in adherence with KYC Standards and timely processing of transactions and tracking suspicious transactions in compliance with AML
- Preparing MIS report on Financial inflow and outflow in the mapped set of clients and trigger auctioning on task sheet received on daily basis
- Monitoring of all required Account Opening related, Card and Loan related documents till disbursement and post disbursement providing information to clients.
Senior Manager
VSRK Wealth Creator Pvt. Ltd.
Faridabad
03.2015 - 06.2018
- Brainstormed and developed sales strategies to achieve short and long term sales revenue objectives.
- Developed proposals and presentations for internal and external audiences.
- Recommended and implemented successful strategies to maximize revenue.
- Consolidated vendors and renegotiated contracts to optimize costs.
- Carried out and developed social media, e-blast and public relations campaigns.
- Handling an AUM of 200 crores
- Managing Institutional and Retail channel
- Drive Mutual Fund Business through assigned territory.
Education
EPGDM - EPGDM
Alliance University
Banglore 11.2017 - 11.2019
PGDBM - BANKING MANAGEMENT
Timespro
Delhi 03.2014 - 04.2015
B.COM - ( HONS.)
UNIVERSITY OF DELHI
DELHI 05.2010 - 06.2013
SENIOR SECONDARY SCHOOL -
NEW STATE ACADEMY
DELHI 03.2009 - 04.2010
SECONDARY SCHOOL -
NEW STATE ACADEMY
DELHI 04.2007 - 05.2008
Skills
Investment banking
Accomplishments
- Project on MARKETING STRATEGY TO INCREASE SALES VOLUME FOR EXPANSION FROM 3 MTPA TO6 MTPA BY MARCH 19 for JSW steel ltd.
Additional Information
- Awards and Achievements - Zonal Event RnR (Rewards & Recognition) Super Champion Award for exemplary performance in business target achievement o MDRT and Life Insurance Domestic contest Award o Zonal Event (Life Insurance) Award First Qualifier in entire region Several Regional awards by Zonal Head and Regional Head on Business Achievements and consistent outstanding performance.
Certification
IRDA
Timeline
Senior Banking Partner
Indusind bank - Pioneer Banking and Wealth Management
05.2022 - Current
NISM VA
01-2022
Senior Manager - Privy League
Kotak Mahindra Bank
06.2020 - 05.2022
IRDA
01-2020
Relationship Manager
HDFC BANK LTD, NIT
11.2018 - 05.2020
EPGDM - EPGDM
Alliance University
11.2017 - 11.2019
Senior Manager
VSRK Wealth Creator Pvt. Ltd.
03.2015 - 06.2018
PGDBM - BANKING MANAGEMENT
Timespro
03.2014 - 04.2015
B.COM - ( HONS.)
UNIVERSITY OF DELHI
05.2010 - 06.2013
SENIOR SECONDARY SCHOOL -
NEW STATE ACADEMY
03.2009 - 04.2010
SECONDARY SCHOOL -
NEW STATE ACADEMY
04.2007 - 05.2008
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