Manisha Rawat
Associate Vice President
B 703, Zen Atlantis, Hiranandani Gardens, Powai, Mumbai
Summary
I carry with me a diversified experience across the banking Industry spanning over 11 years with a strong self-belief and a go-getter attitude towards my goals in life.
My forte lies in Relationship Management, Investment Advisory and networking with a strong penchant for delivering superior customer experiences whilst following a complete “customer centric driven model outlook” to nurture financial goals.
I endeavor to continue my career with an organization where work requires me to leverage my logical and analytical abilities and contribute in a tangible way to organization's vision, thereby ensuring mutual growth and success.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Senior Premier Relationship Manager
Hongkong and Shanghai Banking Corporation
Mumbai
12.2019 - Current
- Playing an integral part of flagship offering of HSBC ‘’Premier Banking’’ in order to grow and nurture HSBC Premier relationships (the HNI segment of the Wealth & Private Banking customer base) and achieve business targets as laid down and in accordance with the business plan.
- To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services.
- Maximize profit and achievement of the growth of Premier clients portfolio.
- Identification of opportunities for wealth reviews and delivering wealth solutions as an adviser.
- Achieve agreed financial targets by development of existing and new relationships
- Build effective relationships with clients to retain and develop sustainable relationships
- Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
- Effective use of tools and information to drive client service delivery and to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards.
- Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
- Collaborate with the wider team to deliver the Branch Performance measures and plan to support the multi-channel client journey.
Achievements
- I have been managing the biggest client relationship(70 crores) of Juhu Branch.
- Qualified the Year End Convention 2019
- Qualified Skill Up 1 Campaign
- Qualified Skill Up 2 Campaign
Premier Relationship Manager
Hongkong and Shanghai Banking Corporation
Mumbai
10.2015 - 11.2019
Achievements
- Qualified the Year End Convention 2015
Senior Premier Client Manager
Hongkong and Shanghai Banking Corporation
Mumbai
09.2013 - 09.2015
Premier Wealth Manager
Hongkong and Shanghai Banking Corporation
Mumbai
11.2012 - 08.2013
Affluent Banker
Citibank
Mumbai
10.2010 - 11.2012
Education
MBA - PGDM Marketing & IT
Institute of Management Technology
Nagpur 06.2008 - 03.2010
Skills
Excellent sales, people management and interpersonal communication skills
Client driven with a strong focus on quality of service
An excellent understanding of financial planning, wealth management and understanding client needs
Timeline
Senior Premier Relationship Manager
Hongkong and Shanghai Banking Corporation
12.2019 - Current
Premier Relationship Manager
Hongkong and Shanghai Banking Corporation
10.2015 - 11.2019
Senior Premier Client Manager
Hongkong and Shanghai Banking Corporation
09.2013 - 09.2015
Premier Wealth Manager
Hongkong and Shanghai Banking Corporation
11.2012 - 08.2013
Affluent Banker
Citibank
10.2010 - 11.2012
MBA - PGDM Marketing & IT
Institute of Management Technology
06.2008 - 03.2010