Megha Asher
Assistant Manager
Mumbai,MH
Summary
Dynamic Team Leader at TATA SECURITIES LTD with a proven track record of exceeding revenue targets and enhancing team performance. Skilled in relationship building and problem-solving, I successfully closed deals exceeding 5 crore while streamlining workflows for efficiency. Committed to fostering collaboration and driving sales growth through strategic planning and motivation.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Team Leader
TATA SECURITIES LTD
07.2021 - Current
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Exceeded annual revenue targets by effectively allocating resources and prioritizing high-value accounts.
- Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
- Collaborated with other departments: Marketing, Customer Service, and MIS Team to establish shared goals and ensure alignment across teams.
- Successfully closing deals and revenue over 5 crore lumpsum and 8 lakhs fresh SIP per month.
- Up-sold and cross-sold products effectively, driving sales and increasing revenue.
- Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
- Built and maintained strong client relationships, leading to repeat business and referrals.
- Maintained database systems to track and analyze operational data.
- Conducted regular reviews of operations and identified areas for improvement.
- Set ambitious sales goals and motivated strong performance to keep team growing effectively.
- Increased sales revenue by implementing effective sales strategies and fostering strong customer relationships.
- Defined clear targets and objectives and communicated to other team members.
Senior Relationship Manager
Citibank
02.2020 - 06.2021
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
- Identified opportunities to cross-sell or up-sell mutual funds, insurance, and PMS, and communicated customer needs to the appropriate team.
- Conducted financial due diligence on potential investments and acquisitions.
Virtual Relationship Manager
ICICI Prudential Asset Management
06.2017 - 01.2020
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell Direct Mutual Funds
Collection Officer
HDB Financial Services
08.2014 - 01.2016
- Reduced outstanding receivables by proactively monitoring aged accounts and prioritizing collection efforts accordingly.
- Documented all daily collections and delinquent account activities by uploading information to company's database.
- Utilized strong communication skills to handle difficult conversations with customers, maintaining professionalism and empathy.
- Negotiated payment arrangements with clients, resulting in increased revenue for the company.
- Maintained detailed records of customer interactions, ensuring accurate documentation and compliance with regulations.
Education
MBA -
Welingkar Institute of Management Finance
Mumbai, India 04.2001 -
BBA -
SNDT
Mumbai, India 04.2001 -
Skills
Team supervision
Certification
NISM SERIES V-A Mutual fund Distributors Certification Exam
Timeline
NISM SERIES V-A Mutual fund Distributors Certification Exam
05-2023
Team Leader
TATA SECURITIES LTD
07.2021 - Current
Senior Relationship Manager
Citibank
02.2020 - 06.2021
Virtual Relationship Manager
ICICI Prudential Asset Management
06.2017 - 01.2020
Collection Officer
HDB Financial Services
08.2014 - 01.2016
MBA -
Welingkar Institute of Management Finance
04.2001 -
BBA -
SNDT
04.2001 -