GAURAV SETHI
Mumbai
Summary
Financial professional with extensive experience at Standard Chartered Bank, specializing in Team handling, client relationship management and revenue growth. Demonstrated success in financial planning and team leadership, consistently achieving monthly revenue targets through customized wealth management solutions. Skilled in developing promotional strategies that enhance client satisfaction and drive business success.
Overview
16
16
years of professional experience
Work History
Branch Manager - Kemps Corner
Standard Chartered Bank
Mumbai
12.2018 - Current
- Managed branch operations, sales, and service functions to optimize performance.
- Conducted surprise verifications of vault cash, ATM cash, and security stationery.
- Ensured compliance with money laundering prevention, operational risk, and KYC policies.
- Led a team of 11 priority relationship managers to enhance sales and service outcomes.
- Maintained regular communication with large clients to update banking and investment product requirements.
Team Leader: Priority Clients
Standard Chartered Bank
01.2018 - 11.2018
Priority Relationship Manager
Standard Chartered Bank
01.2013 - 12.2017
Preferred Relationship Manager
HDFC Bank Ltd
12.2010 - 12.2012
- Cultivated relationships with mid-market clients, emphasizing transaction banking and investment offerings.
- Evaluated customer investment potential and risk to tailor personalized financial solutions.
- Enhanced wallet share through strategic wealth management propositions, focusing on investments and insurance.
- Surpassed monthly and yearly revenue goals while driving product sourcing and client acquisition.
- Ensured compliance adherence and upheld service excellence standards for all clientele.
Assistant Financial Planner
BAJAJ CAPITAL LTD.
07.2010 - 11.2010
- Delivered comprehensive wealth management solutions by enhancing risk, return, and liquidity metrics.
- Educated clients on available wealth management options for informed decision-making.
- Conducted frequent evaluations of client portfolios to optimize performance outcomes.
- Fostered robust client relationships through proactive advisory services.
Associate Financial Manager
ICICI PRUDENTIAL LIFE INSURANCE
05.2009 - 02.2010
- Collaborated with wealth managers at ICICI Bank to promote ICICI Prudential Life Insurance products.
- Conducted periodic training sessions for Wealth Managers to drive business growth.
Education
Post Graduate - Marketing, Finance
Indira Institute of Management
Navi Mumbai05.2009
Skills
- Financial planning and wealth management
- Business development strategies
- Client relationship management
- Revenue growth initiatives
- Promotional strategy development
- Team leadership
Personal Information
- Blood Group: B+
- Date of Birth: 01/11/87
- Marital Status: Married
Disclaimer
I hereby declare that the above-mentioned information is correct up to my knowledge and I bear the responsibility for the correctness of the above-mentioned particulars., 07/10/25, Mumbai, Maharashtra, India
Timeline
Branch Manager - Kemps Corner
Standard Chartered Bank
12.2018 - Current
Team Leader: Priority Clients
Standard Chartered Bank
01.2018 - 11.2018
Priority Relationship Manager
Standard Chartered Bank
01.2013 - 12.2017
Preferred Relationship Manager
HDFC Bank Ltd
12.2010 - 12.2012
Assistant Financial Planner
BAJAJ CAPITAL LTD.
07.2010 - 11.2010
Associate Financial Manager
ICICI PRUDENTIAL LIFE INSURANCE
05.2009 - 02.2010
Post Graduate - Marketing, Finance
Indira Institute of Management
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