MAHESH KUMAR YADAV

• Handling team of 7 Affluent Relationship Manager’s with the total CASA + TD Book Size of Rs 350 Cr And AUM size of approx 80Cr
• Handling team and support them for building and implement personalized asset allocation models as per customer risk appetite to meet there financial requirements.
• Fostered business relationship and provided significant increase in customer services, resulting solidification of client base, and significant revenue expansion
• Participating & doing corporate event and explain the benefits of affluent Branch banking and wealth management.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Managing operating rhythm , that incl. Daily customer interaction for business, query & Resolution to provide them prompt service.
• Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.

• Managing the baking and investment relationship of HNI Client segments and responsible for overall CASA book deepening & Investments business growths from branch/retail customers.

• Fostered strong relationships with clients and assessed clients' specific investment needs based on risk tolerance and time horizon to serve.

• Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values with across liabilities, retail assets, business banking, Forex , Cards, Investments (Insurance & MF) etc.

• Adherence to the Bank’s policy on acquisition/BSA/KYC etc. as well as compliance requirements of regular authorities (RBI/SEBI/AMFI/IRDA etc.)

• Handling all Financial advisory to the Portfolio Clients (Retirement planning, investment advice, estate planning, tax strategies) with over INR 30Cr of AUM, and support them for highly successful practice.

• Handling 5 States of Sales Accounting & Marketing Management that’s Includes VAT Reconciliation, Excise duties, Audit’s with C&F and all promotion/advertisement bill’s realization.