KALPANA SATI

• Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, Managing their wealth,cross selling the right products, acquiring family A/Cs ,retaining and enhancing the relationship.
• Acquiring new to Bank Imperia relationships.
• To be a one point contact for all their financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
• Learned new skills and applied to daily tasks to improve efficiency and productivity.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Identified issues, analyzed information and provided solutions to problems.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Proved successful working within tight deadlines and fast-paced atmosphere.

• Managed customer life cycle in BFSI domain. Was handling 300 clients efficiently.

• Proficiently handling client overall Investment needs with the success ratio of 35-40% return over the year.

• Proficient in dealing equity| Derivatives and Currency Derivatives. Generated 1.7 crores core revenue in FY 20-21;

• Pre-sales and solutioning with internal/external stake holders.

• Understanding the client requirement and provide relevant product solution for their needs. Helps client in choosing the right plan/product as per their investment goals.

• Conceptualizing and build innovative products to cater customer needs (Active participation in Launching Prime Brokerage plan in ICICI Securities Limited)

• Secondary Research and Documentation.

• Revenue generation in cohesion with Sales Team.

• Was handling Overall Portfolio in cohesion with Risk and Research team. Was taking care of approx. 100 crore of Mutual fund book.

• Pre-sales and solutioning with internal/external stake holders.

• Maintaining an independent and secure record of the clients and monitoring consistently the progress of their investment securities.

• Providing periodic feedbacks to clients about their assets status and assisting them with expertise advise

• Secondary Research and documentation.

• Was handling Overall Portfolio in cohesion with Risk and Research team. Was handling top most industrialist accounts with the book of 30+cr,

• Pre-sales and solutioning with internal/external stake holders.

• Maintaining an independent and secure record of the clients and monitoring consistently the progress of their investment securities.

• Secondary Research and documentation.

• Equity & Derivatives strategy making and trade execution

• Was handling Overall Portfolio in cohesion with Risk and Research team.

• Pre-sales and solutioning with internal/external stake holders.

• Maintaining an independent and secure record of the clients and monitoring consistently the progress of their investment securities.