Mukul Rai

• Managing high-net-worth clients and providing wealth management solutions
• Developing and deepening relationships by offering investment products such as mutual funds, PMS, AIFs, and insurance
• Conducting financial planning and portfolio reviews to enhance client portfolios
• Acquiring new clients and expanding the firm's asset base
• Ensuring regulatory compliance and delivering exceptional client service

Managed and grew a portfolio of clients by offering tailored financial solutions.

• Specialized in outstanding assets, ensuring timely collections and risk mitigation.

• Expertise in car loans and used car loans, including loan origination, underwriting, and post-disbursement follow-ups.

• Built and maintained strong relationships with customers to enhance loan portfolio performance.

• Assisted clients in choosing the best loan products based on financial needs and eligibility.

• Coordinated with internal teams to ensure smooth processing of loan applications and approvals.

• Achieved and exceeded sales targets for loan products through strategic client engagement.

Managed and grew a portfolio of current account clients, ensuring high engagement and business growth.

• Focused on generating revenue through asset products, including:

• Loan Against Property (LAP) – Assisted clients in leveraging property assets for funding needs.

• Business Banking Group (BBG) Loans – Facilitated financing for business expansion and working capital.

• Home Loans – Guided customers through the home loan process, from application to disbursement.

• Car & Used Car Loans – Provided financing solutions for new and pre-owned vehicles.

• Personal Loans – Offered unsecured loan options tailored to customer requirements.

• Life Insurance – Promoted insurance products to secure clients’ financial well-being.

• Cross-sold banking products to enhance client relationships and drive profitability.

• Worked closely with credit and operations teams to ensure smooth loan processing.

• Maintained high customer satisfaction by providing personalized financial solutions.

• Strengthened client relationships by consistently providing exceptional service and support.
• Streamlined internal processes to increase efficiency in managing client accounts, resulting in improved response times and overall service quality.
• Collaborated with internal stakeholders on the development and execution of customer success initiatives aimed at driving increased loyalty and advocacy among our partners.
• Conducted regular reviews of client accounts, identifying opportunities for growth and improvement.

• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
• Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
• Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.