Drishti Baxi
Mumbai,MH
Summary
Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning. Accomplished banking professional bringing years of progressive experience establishing and servicing accounts. Detail-oriented team player with strong organizational skills.
Overview
8
8
years of professional experience
Work History
Private Banker
HDFC Bank Wealth
06.2017 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Improved client retention rates by consistently exceeding expectations in terms of service quality and responsiveness.
- Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Presented financial plans and investment recommendations to clients.
- Increased client acquisition rates by conducting thorough market research and identifying potential leads.
- Researched and evaluated potential investment products for clients.
- MDRT Qualifier for Dec 2023.
- Built an overall book-size of 550+ crores.
- Pursuing Wealth Managers Executive Course from IIM Bangalore.
Wealth Relationship Manager
ICICI Bank Wealth Management
06.2016 - 06.2017
- Researched and evaluated potential investment products for clients.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
Education
MBA - Marketing
IES MCRC
Mumbai, India05.2016
B.Tech - Biotechnology
D.Y.Patil Institute of Biotech & Bioinformatics
Mumbai, India06.2013
Skills
Trust Building
Relationship Building
Accountability
Communication
Task Prioritization
Identifying patterns
Reasoning
Self-Motivation
Public speaking & Confidence
Hobbies
Travelling
Creatives
Timeline
Private Banker
HDFC Bank Wealth
06.2017 - Current
Wealth Relationship Manager
ICICI Bank Wealth Management
06.2016 - 06.2017
MBA - Marketing
IES MCRC
B.Tech - Biotechnology
D.Y.Patil Institute of Biotech & Bioinformatics
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