ANJALI ZINZUWADIA
Chief Manager, Wealth Advisor
Summary
Energetic and strategic thinker with knack for leadership and team coordination. Possesses deep understanding of business operations and financial management, coupled with strong analytical and problem-solving skills. Committed to driving organizational success and fostering collaborative work environment.
Overview
9
9
years of professional experience
4
4
Languages
Work History
Chief Manager
Nuvama Wealth and Investment Ltd.
02.2024 - Current
- Directed marketing efforts leading to increased brand awareness and a growing customer base.
- Mentored junior advisors on industry best practices and successful wealth management techniques.
- Collaborated with cross-functional teams to deliver holistic financial planning services to high-net-worth clients.
- Increased assets under management through proactive client outreach and relationship building.
- Developed comprehensive financial plans for clients, addressing their unique needs and goals.
- Assisted clients in navigating major life events such as retirement or inheritance, ensuring smooth transitions of wealth across generations.
AFFLUENT RELATIONSHIP MANAGER
CitiBank
07.2022 - 12.2022
- Worked with internal partners to analyze, evaluate and develop tailored relationship strategies for each client or prospect.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Delivered personalized client presentations, effectively communicating value proposition of services.
- Met regularly with customers to enhance relationships and look for new business opportunities.
- Organized customer-focused events to build brand loyalty and uncover new revenue streams.
NRI RELATIONSHIP MANAGER
AU BANK LTD.
03.2021 - 08.2022
- Relationship manager exclusively to NRI customers.
- Acquire new customers from existing base.
- Sales: Targeting to grow the book size (Acquiring, Enhancing, Deepening and Retention), FX penetration into the portfolio.
- Provided in-person and phone consultations to analyze and manage clients' assets and liabilities to enhance net worth.
- Profiled and analyzed investment products to create and develop customized financial strategies for clients' financial needs, including wealth products.
- Recommended tailored Investments, PMS and life insurance plans to address needs.
NRI CUSTOMER RELATIONSHIP MANAGER
IndusInd Bank
07.2019 - 03.2021
- Identify existing branch customers who has potential to upgrade to higher category and make IndusInd as their primary bank.
- Trained and mentored new hires, creating a knowledgeable and efficient team that consistently met or exceeded performance targets.
- Created detailed client profiles within the CRM system, enabling tailored approaches when recommending products or services based on specific needs.
- Provided ongoing portfolio monitoring and rebalancing, ensuring alignment with clients'' evolving objectives and market conditions.
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
- Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service.
NRI RELATIONSHIP OFFICER
KOTAK MAHINDRA BANK LTD
05.2016 - 09.2017
- Identify existing branch customers who meet Imperia program criteria and flag them on the system to upgrade these customers under the Imperia program.
- Acquire new customers.
- Regularly interact with the customer to build rapport and understand the profile.
- Sales: (Acquiring, Enhancing, Deepening and Retention).
- Sale of wealth products (LI, MF and Assets Like Mortgages).
- FX penetration into the portfolio.
- Other products like Credit Cards and Assets.
- Involved in regular branch activity.
- Maintaining regular updates on the Markets.
Education
MBA - BANKING AND FINANCE
Symbiosis School of Banking And Finance
04-2016
BBA - Finance And Marketing
BK Majumdar Institute of Business Administration
Ahmedabad, Gujarat04-2014
12TH - COMMERCE
Indian School Muscat
Muscat, Oman03-2012
Skills
Excellent Communication skills
Certified Licenses
NISM Certification for PMS, MF & IRDA
Timeline
Chief Manager
Nuvama Wealth and Investment Ltd.
02.2024 - Current
AFFLUENT RELATIONSHIP MANAGER
CitiBank
07.2022 - 12.2022
NRI RELATIONSHIP MANAGER
AU BANK LTD.
03.2021 - 08.2022
NRI CUSTOMER RELATIONSHIP MANAGER
IndusInd Bank
07.2019 - 03.2021
NRI RELATIONSHIP OFFICER
KOTAK MAHINDRA BANK LTD
05.2016 - 09.2017
MBA - BANKING AND FINANCE
Symbiosis School of Banking And Finance
BBA - Finance And Marketing
BK Majumdar Institute of Business Administration
12TH - COMMERCE
Indian School Muscat
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