MANJUPRIYA RAJAGOPAL

Client Advisory - Wealth Management

• Managed a portfolio of 250+ HNI clients with consolidated AUM of ₹150 Cr, delivering year-over-year growth of 10–15%.
• Achieved approximately 15% average annual portfolio returns through customized advisory across mutual funds, bonds, PMS, and alternative assets.
• Maintained a 95% client retention rate through high-touch engagement, periodic reviews, and bespoke financial planning.
• Developed interactive dashboards for clients, visualizing real-time portfolio performance, asset allocation, and goal tracking.
• Collaborated with leading AMCs to structure PMS and AIF strategies tailored to ultra-HNI client needs.
• Partnered with ICICI Prudential and ICICI Lombard to deliver bundled wealth and protection solutions through synergy programs.

Product and Campaign Development

• Credit Card Campaign Execution: Co-led a premium credit card promotion targeting HNI clients. Achieved a 28% conversion rate in 3 months via lifestyle-based segmentation and customized messaging.
• Digital Marketing Collaboration: Executed targeted outreach using email, SMS, and in-app notifications. Improved campaign ROI by aligning content with client spending patterns.
• User Experience Enhancement: Suggested and tested UX improvements for the iMobile app's investment and card sections; changes were implemented in FY24 based on client feedback.
• Onboarding & Journey Mapping: Contributed to the redesign of the wealth-linked credit card onboarding flow, identifying key drop-offs, and improving first-time user activation rates.
• Voice of Customer: Structured feedback from over 100 clients on card features and service gaps, influencing improvements in concierge services and onboarding processes.