Neha Hanchate

- Customer Acquisition minimum of Rs. 25 Lakhs and above investable surplus.
- Manage Private Wealth, Portfolio Advisory, and AIF fund related queries
- To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization.
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.
Achieve a balance of revenue streams through the sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow.
- To drive strong client servicing and client engagement parameters, to enhance market credibility, and deliver superior value proposition
Continuous learning, to be better equipped than our competitors.
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance, and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM).
Revenue Generation.
- Build Asset Under Advisory (AUA).
- Customers Success is Our Success.

• Responsible for generating of business through Global Real Estate Market of UK, UAE, and EU for their all types of real estate business.
• Arranged Reputed and angle investors meet through webinars, seminars with global property experts from UK, UAE, and EU that helped business unit to gain prospects.
• Procure the new trend of business for real estate investment i.e., Fractional Real Estate Investment (fractional owned commercial property) and partnered with strata and Propshare.
• Connecting with Social Media Influencers and Conducting Social Media Campaigns for Advertising and generating leads for the business.
• Stay up-to-date with real estate market trends, supply and demand dynamics and economic factors that may impact the Portfolio.

• Financial Planning and Portfolio Management of ULTRA HNI's, HNI's, NRI's & Retail Individuals.
• Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
• Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
• Created and executed aggressive investment strategies to increase returns for clients and convincing them to invest new trends of investments like
• Invoice Discounting
• Green Asset
• Fractional Real Estate Investments &
• P2P Lending For Higher returns
• Increased returns for clients by 13% annually over 12 months in alternative asset investments such as Invoice Discounting, Green Assets, P2P Lending, Fractional Real Estate Investments, etc.
• Handled Asset Under Management worth over 20 Cr and effectively manage the client base of around 200+
• Lead Generation Through Social Media Platforms like Facebook, YouTube, Twitter, or LinkedIn.

• Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
• Developed short-term and long-term sales objectives and strategic plans to meet market needs
• Maintain and update an accurate log of activity in the CRM system
• Help refine marketing communications by providing summarized findings from client interaction
• Collaborated with sales and marketing departments to support business objectives and client acquisition
• Identified revenue opportunities by collaborating with distribution partners
• Planned marketing initiatives and leveraged referral networks to promote business development.

• Achieved sales goals and service targets by cultivating and securing new customer relationships
• Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close
• Researched sales opportunities and possible leads to exceed sales goals and increase profits
• Implemented sales and marketing program to support company objectives, resulting in 25% increase in new business
• Organized events and product presentations related to national conferences and conventions
• Instructed sales staff on cross-selling and up-selling techniques resulting in increased net sales revenue by 20% in sales
• Pursued certification in IL&FS to improve creative sales skills and influence decision-makers
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor
• Prepared and delivered presentations to HNI customers to highlight offerings and secure new business
• Managed 5-10Cr book of business with HNI's, ULTRA HNI's & SME's customers.