Kishore Hingorani

Wealth Manager handling Affluent (HNI/UHNI) customers.

- Deep knowledge in Wealth Banking including Mutual Funds, Insurance, SIPs, AIFs, Family Wealth Management, and Private Banking .

- Excellent interpersonal skills in communication, negotiation, product explanation, and client engagement.

- Proficient in financial planning and advisory.

• Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.

• Handling Book of Top Clients, acquiring, nurturing, growing, and strengthening client relationships within the Affluent and HNI segment
• Increasing Total Relationship Value (TRV), Assets under Management (AUM), Investment AUM, and Product per Client
• Managing and deepening relationships with Affluent HNI clients
• Growing CASA/Investment AUM and other asset classes
• Cross-selling mortgages, credit cards, and driving channel migration
• Acquiring more clients from the same household and servicing them
• Increasing product per customer (PPC) with wealth and bank products
• Conducting financial needs analysis and risk profiling for clients
• Periodic portfolio reviews and cross-selling investments, insurance, PMS, SIP, and new investment products
• Ensuring compliance with AMFI, IRDA, NISM, and relevant certifications
• Executing client instructions the same day and ensuring 100% documentation
• Conducting branch insurance and investment seminars for financial awareness.

• Responsible for business development in Bikaner and Ganganagar Region
• Acquiring, nurturing, growing, and strengthening client relationships within the Affluent and HNI segment
• Cross-selling a range of investment, insurance products, and other asset classes to meet clients' financial planning objectives
• Increasing Total Relationship Value (TRV), Assets under management, and Deposits growth for the entire region.

Working as a Branch sales manager in Kotak Mahindra Bank

• Responsibilities included driving commercial vehicle business through private financer, recruitment, training, and team management.