Nishant Mehta

• Operational Management: Direct daily operations, including managing budgets, controlling costs, and maintaining compliance with company policies and legal regulations.

•Sales and Revenue Growth: Develop strategies to attract customers, increase revenue, and achieve established sales targets and performance goals.

•Leadership and Staffing: Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill sets. Trained, motivated, and supervised staff. Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge.

• Customer Service: Build strong customer relationships, resolve escalated inquiries, and ensure high-quality service standards. Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.

•Performance Analysis: Analyze financial reports, monitor key metrics, and implement improvements to optimize efficiency. Continuously monitored branch performance against key performance indicators and taking corrective actions as needed to ensure objectives were met or exceeded.

•Collaboration : Collaborated with senior leadership and other verticals on strategic planning initiatives to align with the branch objectives and goals.

•Audit & Compliance : Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.

• Generate new business to achieve defined sales targets.
• Provide professional customer service to achieve high percentage of customer wallet share and satisfaction leading to client retention and growth.
• Held one-on-one meetings with sales team members to identify selling hurdles and offer best sales strategy.
• Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Aggressive Sales call plans to acquire large prospective customers through referrals and cold calling.
• Delivered exceptional service by promptly addressing client inquiries, resolving issues, and maintaining strong relationships.

• Primary objective is to acquire NTB clients and enhance portfolio value through cross sell, leading to increase in fee income.
• Work closely with Head RM to establish synergies for maximum penetration of Investments sales to clients and AUM building.
• Build robust momentum with third party product manufacturers to increase revenue and ensure portfolio growth of each client.
• Achieved sale target of bank and exceeded performance metrics for customer service.

• Proven people leadership skills through coaching and developing a strong team of 15 PAM and 3 BSM.
• Providing adequate product and market trends knowledge to the team to ensure sale target is achieved.
• Developing acquisition strategies, managing and maintaining a prospect sales pipeline in order to generate revenue by providing adequate knowledge to team members.
• Partnering with internal bank teams to generate new business opportunities to achieve desired targets.

• Managing High Net Worth customers of Bank.
• Achieving Business targets via cross selling, enhancing and upgrading High Net Worth relationships.
• Provide financial planning & Investments to meet customer needs.
• Achieve Sales targets across Liabilities, Retail Assets, Business Banking, Foreign exchange, Credit Cards and TPP products.
• Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.

• Represented as a strategic member to all decision-making processes pertaining to clients seeking financial advisory.
• Train the team resulting in faster and smoother closing of transactions.
• Developed acquisition and management strategies to meet business requirements and collaborated with multiple departments to improve the workplace process.
• Supervised team of 7 members and ensure team target is achieved via cross selling.
• Provide daily supervision and direction to team members and report to top level management on daily progress.

• Providing asset management services and assisting client in achieving the financial goals.
• Identify problem areas and make necessary investment recommendations. Select appropriate investment aligning with client's goals, time horizon and expected returns.
• Assists in achieving revenue goals by networking within and outside the organization for referrals and developing a book of business for investment management.
• Educated clients on various financial matters and provide recommendations on investment based on individual needs.

• Work closely with top level management and played a key role in liaising with external bodies.
• Achieve 'best in class' productivity in order to maximize sales and revenue by establishing strong relationships with clients.
• Aggressive Sales call plans to acquire large prospective customers through referrals and maintain all Sales data.
• Frequently reviewed client portfolio to understand if economic changes concerns necessitate changes in financial plans

• Conducting relevant research, documentation and ensuring all paperwork is completed duly to comply with regulating authorities.
• Understand lead requirement and pass it to Sr wealth advisors.
• Managed relationships with AMC to gather timely updates.
• Served as a liaison between clients and other departments within and outside the company.