Brijesh Sureshkumar Khatri
Kandivali West
Summary
Well-qualified in Sales and Marketing with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Affluent Relationship Manager
ICICI Prudential AMC
Mumbai
08.2024 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Coordinated with cross-functional teams to ensure successful implementation of projects.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Relationship Manager
AU Small Finance Bank
06.2023 - Current
- Identifying Retail, HNI & Ultra HNI domestic and NRI clients and on boarding them with the bank
- Responsible for building and deepening of relationship with existing Mapped clients
- Regular meeting the existing base of customers and ensuring high level of service delivery
- Ensuring the achievement of monthly revenue target by maximum penetration FEE products like mutual funds, insurance and other banking products
- Responsibility for acquisition of high value relationships for the branch through reference
- Inform customers of new products or product enhancements to further expand the banking relationship
- Profiling of HNI clients with innovative financial planning tools and suggesting best possible products
- Generating fee income for the bank via marketing and sales of third-party products Like PMS, Life Insurance and General Insurance, mutual funds, De-mat and trading services, securities and Real estate Products
- Ensuring complete compliance of the team on banking regulation and guidelines
- Providing best in class solutions to the customers as per their desired needs Reasoning with different verticals of the bank to extract leads and providing support vice versa
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns
- Identified customer needs, developed customized solutions, and provided knowledgeable advice
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas
Relationship Manager
Citibank NA
10.2017 - 02.2023
- Managing UHNI and HNI client’s portfolio, forex transactions and AUM
- Manage Citigold Private Client and Citigold accounts, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account and acquire new to bank CG / CPC accounts
- To drive and track quality of portfolio in terms of balance, NRV build up, Digital penetration and revenue
- To identify investment related opportunities for pammed clients and cross- sell existing products and driving balance built-up through consistent engagement
- Driving portfolio quality through early client engagement leading to higher remittances and balance build up
- Continuous interaction with E-Biz Team for marketing strategies in for NRI clients across APAC, Middle East, USA, and UK etc to generate leads
- Preparing multiple MIS for the NR Unit
Fraud and Dispute Officer
Citibank NA
08.2016 - 10.2017
- Research credit card & account disputes and build dispute cases to recover funds for customers using proprietary software
- Validate appropriate data from internal and third-party systems and ensure appropriate course of action is being pursued to provide resolution
- Ensure accurate and appropriate written and verbal responses are provided pertaining to the disputes
- Monitor disputed transactions for possible fraudulent activity and report to relevant departments
- Coordinating with ATM Operations and Compliance Teams to notify and understand the nature of frauds
- Providing a quick resolution within minimal time frame Handling Social Media Escalation pertaining to Frauds
- Managing client expectation in cases where in service have been rendered partially by the merchants
Senior Customer Experience Officer
Citibank NA
06.2014 - 08.2016
- Promoting loans on credit cards and cross-selling
- Developing customer relationship and servicing end-to-end needs of existing and prospective customers
- Single Point-of-Contact for business and the client to ensure maximum returns on their investment
- Identify key areas or target regions which require attention in customer escalations
- Ensure high level of client servicing is maintained through regular and effective communication with the client and giving adhering to banking standards with aim of achieving customer satisfaction
Business Development Executive
Simplified Software Solutions
09.2012 - 03.2014
- Promoting IT products with the help of social media (You Tube, Facebook, Instagram and Web Ads)
- Develop and procure new business across a complete range of products and online verticals
- Single Point-of-Contact for business and the client to ensure maximum returns on their investment
- Identify industry or target regions which require attention
- Constant and regular lead generation through network, research, prospecting and referrals
- Ensure high level of client servicing is maintained through regular and effective communication with the client
Senior Associate
Ocwen Financial Corporation
09.2010 - 09.2012
- Understanding existing customers needs and financial requirements to design interest rates with a business perspective, benefiting both the customer and the organisation
- Offering customers financial advice in terms of investments and money management
- Improving business processes and ensuring customer satisfaction
- Monitoring calls for quality of team member and helping them to work upon their skills
- Training new team members and coaching until Go-Live
Education
PGDITM - International Trade
NMIMS
01.2015
T.Y. BSc - Information Technology
University of Mumbai
01.2010
Skills
- Customer Relationship Management
- Fraud & Dispute Analysis
- AML/KYC CDD
- Dispute Resolution
- New Business Development
- Customer Acquisition
- Sales Proficiency
- Client Acquisition
- Customer Portfolio Management
Certification
- Association of Mutual Funds in India (AMFI) Certificate
- IRDA Certificate - Insurance Regulatory Development Authority of India
Timeline
Affluent Relationship Manager
ICICI Prudential AMC
08.2024 - Current
Relationship Manager
AU Small Finance Bank
06.2023 - Current
Relationship Manager
Citibank NA
10.2017 - 02.2023
Fraud and Dispute Officer
Citibank NA
08.2016 - 10.2017
Senior Customer Experience Officer
Citibank NA
06.2014 - 08.2016
Business Development Executive
Simplified Software Solutions
09.2012 - 03.2014
Senior Associate
Ocwen Financial Corporation
09.2010 - 09.2012
- Association of Mutual Funds in India (AMFI) Certificate
- IRDA Certificate - Insurance Regulatory Development Authority of India
PGDITM - International Trade
NMIMS
T.Y. BSc - Information Technology
University of Mumbai
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