Nandan Salvi

· To enhance business development as per the set objectives of the Bank and ensure quality service to customers through Wealth Management platform, tools and techniques.

· Managing relationships of super HNI clients, retaining & enhancing advisory relationships

· Acquisition of new clients through referrals from existing clients, leads generated from branch data bases.

· Regularly interact with the customer to build rapport and understand the profile and thereby provide customized Investment products basis their risk profile.

· Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

• Client handling and servicing of UHNI Affluent/Burgundy segment
• Wealth Management Advisory for Affluent Segment with options in Mutual funds, Direct Equity, Bonds, Alternative investment Funds, PMS, Life Insurance, General Insurance
• Increasing AUM of existing portfolio book and lending business
• Cross sell and revenue maximization.

• Ability and sincere desire to cultivate client relationships and deeply understand their financial circumstances
• Managing ICICI Bank relationship for A1 Category branch (Gross Liability Size of 750 corers plus)
• Customer Acquisition through sales of various financial products like Insurance, Mutual funds
• Building working relationship with Team of Bankers through training and sales support
• Assist bank staff to acquire new customers and help provide customers who need based financial products
• Currently focused on increasing bank penetration in NRI Investments and attaching Financial Products with new client acquisition
• Financial planning and increasing TRV of NRI and Ultra HNI clients to meet their financial and banking requirements
• Customer Service Excellence - Monitoring and implementation of service parameters to provide customers with total banking experience clients a wide range of retail liability products and assets products
• Adhere to sales processes & compliance requirements, use sales technology as required ensuring quality business through right sales practices to minimize business risk
• Endowed with passion for winning and a quick learner with ability to work under pressure.