Neeraj Krishan Rajput

Managing 70 families with over 100 Crores of AUM across MF, PMS and AIFs with core competency in:

• Relationship Management: Manage and grow a portfolio of HNI/UHNI clients, providing tailored investment solutions.
• Client Acquisition: Create and execute strategies to acquire new, high-value customers, utilizing networks and referrals.
• Advisory Services: Offer advice on investment products, estate planning, real estate, and tax/regulatory advisory.
• Collaborative Sales: Collaborate with internal teams to identify prospects and referral opportunities, such as the Axis Strategic Partnership Network.
• Portfolio Strategy: Recommend products based on client financial needs, risk profiles, and long-term goals.

• Offering wealth management services to ultra HNI customers of HDFC Bank.
• Established great relationship with Branch Managers & their teams towards client prospecting.
• Onboarding clients on PBG platform to offer them wealth solutions customized to their needs.
• Offering AIFs, MLDs, REIT, InvITs, PMS, Mutual Funds and Insurances to Ultra HNIs.

• Project, Process and Product Management.
• Change Management – Implementation of RBI’s e-mandate guidelines.
• Process Management – Simplification of login scripts.
• Partnership and channel Management – Liasioning with 5 General Insurance Partners for a smooth BAU.
• Campaign Development and Management – Ideation towards business driven initiatives across partners and channels.
• Process Re-engineering & Operations Management- contribution made in identifying and designing the change & implementation around Axis-Citi acquisition.
• Cross functional stake holders management.
• Training and People management.
• Collaborated with stakeholders like legal, customer experience, compliance, sales, marketing, and support teams to launch products from time.

• Managing Team on CitiGold RM in Citibank NA & Responsible for revenue generation through Life and General Insurance.
• Increased product penetration in Citi Private Client through CPC RM.
• ·Training and development of CitiGold and CPC RMs.
• Adhering to compliance – Presales, Sales and Post Sales.
• Maintained high levels of persistency
• Established need analysis via fact finding journey for clients.

• Managing Priority Relationships for 120 clients of Standard Chartered Bank
• Responsible for revenue generation via cross sales and upsell of various Asset, Liability, F.Ex & third party products that fulfills client needs
• Responsible to ascertaining Risk profile of the clients, conducting need analysis & offering alternatives to choose from to fulfill the needs

• Fulfilled acting regional head role in absence of RH.
• Responsible to facilitate/Support sales of Life Insurance to Ultra HNI/HNI clients managed by a team of 19 Relationship Managers
• Risk Assessment, Need Analysis, and Recommendation of insurance products for gap fulfillment to HNI & Ultra HNI Clients
• Corporate solutions and Insurance Portfolio Review

• Researched current trends to identify prospective customers and determine specific needs.
• Gave exciting presentations to prospects and leads in effort to build business opportunities.
• Developed new banking relationships with business prospects.
• Adhered the global framework of TCF model & EDRAS process

• Engaged employees in business processes with positive motivational techniques.
• Maintained friendly and professional customer interactions.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

• Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
• Utilized market trends and target audience statistics to effectively and appropriately market products.
• Managed workflow between staff, coordinating documents, planning, and creative material distribution.
• Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
• Conceptulised national campaigns and exhibitions

• Revenue generation through insurance sales in NCR Gurgaon Region-16 Branches with a team of 16 business associates
• Accountable for designing new initiatives, to maximize reach and sales in line with HDFC Bank
• Interacting with Cluster Heads and Zonal Head of HDFC Bank, to devise strategies to maximize contribution of life insurance business.

• Managing a team of 10 Financial Consultants and 16 Operation staffs and thus driving the LI/MF business effectively
• Providing On the job training to all the employees/FC’s on constant basis thus grooming and developing them towards sales orientation.