DARSHAN JADHAV

AVP D1 - Relationship Manager, Imperia.

Responsibilities: For HDFC Bank, I was in charge of the South Mumbai branch, Nariman Point.

Handling a portfolio of 160 households with AUM of over INR 950 crores, across investment and liabilities products.

Handling an asset book of over INR 100 crores across various retail and business loan products.

Achievements: Awarded New Joniee for various categories: NTB/NTB FD/AUM acquisition achieved 150% of CASA book growth, and sourced 27 qualified NTBs in H2. Qualified for incentives for FY 2022-23. Highest revenue contributor for FY 2023-24. MDRT Qualifier for Bali.

AVP 2- Relationship Manager Pioneer Banking

Responsibilities: For IndusInd bank, was in charge of the South Mumbai branches as part of Pioneer-Wealth Management department.

Work done: Acquisition & Servicing of High-Net-Worth customers with AUM of 110crs+ Across investment and liabilities products.

Achievements: Awarded Rising Star for H2 for two categories: NTB/AUM Acquisition for FY 2021-2022.

Chief Manager - Private Banking RM.

Responsibilities: For IDFC FIRST Bank, I was in charge of the acquisition and servicing of high-net-worth customers for CASA and AUM.

Work done: Provided financial planning and investment advice on a regular basis in line with management objectives.

Was responsible for profiling customers, and provided advice on financial products to achieve customer needs and business goals.

Acted as the single point of contact for all requirements of high-net-worth customers in the branch.

Achievements: Awarded Emerging Super Star for H1 in two categories: 30 qualified NTB, and AUM of 45 crores for FY 2018-2019.

Senior Manager – Burgundy.

Responsibilities: For Axis Bank's Burgundy segment, I managed more than 150 clients while maintaining an exceptional total AUM of 280 Cr.

Work done: Provided financial planning and investment advice on a regular basis in line with management objectives.

Was responsible for profiling customers, and provided advice on financial products to achieve customer needs and business goals.

Acted as a single point of contact for all requirements of high-net-worth customers in the branch.

Achievements: Qualified for the MF Champions League 1, 2, 3 campaign in the Top 50 in June, July, and August 2020. Achieved 110% of the Insurance WPC budget for Q1 and Q2. Among the top 20 ranked RMs in the Affluent Premier League for FY 17-18, I qualified for all MF contests, namely FORCE 1, 2, and 3, with a ranking in the top 30 across India.

Manager BRM - Privy

Responsibilities: For Kotak Bank, I was in charge of managing a set of niche Prima/Privy portfolio customers consisting of corporate clients and high-net-worth individuals (HNWIs).

Work Done: Acquisition and servicing of high-net-worth customers for CASA and AUM.

Provided financial planning and investment advice on a regular basis in line with management objectives.

Was responsible for profiling customers, and provided advice on financial products to achieve customer needs and business goals.

Acted as the single point of contact for all requirements of high-net-worth customers in the branch.

Achievements: Awarded for various contests for New Acquisition and TPT cross-sell, Assets.

Manager-Liability Portfolio Activation

Responsibilities: For SCB Bank, I was in charge of managing a set of niche dormant/preferred liability portfolio customers consisting of corporate clients and high-net-worth individuals.

Work Done: Acquisition and servicing of high-net-worth customers for CASA and AUM.

Provided financial planning and investment advice on a regular basis in line with management objectives.

Was responsible for profiling customers, and provided advice on financial products to achieve customer needs and business goals.

Acted as the single point of contact for all requirements of high-net-worth customers in the branch.

Achievements: Awarded for various contests for New Acquisition and TPT cross-sell & Assets.

Team Leader – CASA Acquisition.

Responsibilities: Acquisition and servicing of high-net-worth customers.

Work Done: Achieve the business targets related to cross-selling, and enhance and upgrade the High-Net-Worth relationships.

Spread the sales targets across Liabilities, Insurance, General Insurance, Retail Assets, Business Banking, Forex, super-premium Credit Cards, and Online Trading.

Handled customer service operations and achieved customer satisfaction through providing excellent service.

Achievements: Received numerous certificates for excellence and outstanding performance at HDFC Bank.