Prasad Jadhav
Pune,India
Summary
Strategic Banking, Wealth & Corporate Financial Services Professional with 17+ years of experience across Quality Control, Banking, Wealth Advisory, Corporate Acquisition, Insurance Solutioning and Revenue Growth.
Strategic Banking, Wealth & Corporate Financial Services Professional with expertise in Wealth Management and Portfolio Advisory. Achieved a 25% improvement in client retention through effective HNI/UHNI relationship management. Focused on driving revenue growth and expanding corporate portfolios.
Overview
3
3
Languages
1
1
Certification
4
4
years of post-secondary education
18
18
years of professional experience
Work History
AVP
Nuvama Wealth & Investments
Pune
05.2024 - Current
- Advised HNI and UHNI clients on suitable wealth strategies and structures.
- Directed portfolio reviews to align holdings with client objectives and risk appetite.
- Delivered a 25% improvement in client retention through proactive relationship management.
Senior Manager
Standard Chartered Bank
Mumbai
01.2022 - 04.2024
- Managed HNI and corporate client relationships with coordinated account oversight.
- Expanded corporate portfolio through structured pipeline development and relationship governance.
Senior Manager / Manager
HDFC Bank
Mumbai
09.2016 - 01.2022
- Owned corporate salary book governance across 23 branches with standardised controls.
- Drove business acquisition decisions to expand portfolio scope and capabilities.
- Coordinated on roll employees through clear leadership, expectations, and support.
Key Account Manager
Kotak Mahindra Bank
Mumbai
07.2013 - 09.2016
- Managed a portfolio of 50+ key corporates, consistently exceeding sales targets by 15%.
- Developed and implemented sales strategy for new business opportunities across account portfolios and broader businesses.
Assistant Manager
YES BANK
Mumbai
02.2012 - 01.2013
- Drive casa and cross-sell growth by aligning sales efforts with customer needs.
Senior Telesales Officer
Standard Chartered Bank
Mumbai
12.2009 - 11.2011
- Own insurance sales pipeline, qualifying prospects and facilitating timely referral transitions.
Project Intern - Quality Control
Air India
Mumbai
11.2008 - 10.2009
- Conducted quality control inspections on commercial aircrafts, ensuring compliance with safety standards.
- Gained hands-on experience in maintenance and servicing processes prior to flights.
- Had the unique opportunity to service the Prime Minister's aircraft, enhancing my practical skills in a high-stakes environment.
Education
B Tech in Enginnering - Aeronautical / Aerospace Engineering
Institute of Aeronautical engineering and technology
Nashik 06.2005 - 01.2009
Skills
- Wealth Management & Portfolio Advisory
- HNI / UHNI Relationship Management
- Corporate Acquisition & Salary Accounts
- Insurance Advisory (GMC / Employee Benefits)
- Corporate Sales & Business Development
- Client Retention & Revenue Growth
- Strategic Financial Planning
- AI-powered Productivity & Research
Certification
- Generative AI Foundations, UpGrad & Microsoft, 2026
- Completed AI Tools & ChatGPT Workshop by be10x, gaining practical skills in AI-powered productivity and prompt engineering, 2026.
- Master Diploma in Product Design & Analysis, CADD Centre, 2012
- Product Design & Analysis (AutoCAD, CATIA, SolidWorks, ANSYS), CADD Centre, 2012.
Websites, Portfolios and Profiles
www.linkedin.com/in/prasad-jadhav-b205041b
Languages
Hindi
Proficient
C2
English
Proficient
C2
Marathi
Proficient
C2
Timeline
AVP
Nuvama Wealth & Investments
05.2024 - Current
Senior Manager
Standard Chartered Bank
01.2022 - 04.2024
Senior Manager / Manager
HDFC Bank
09.2016 - 01.2022
Key Account Manager
Kotak Mahindra Bank
07.2013 - 09.2016
Assistant Manager
YES BANK
02.2012 - 01.2013
Senior Telesales Officer
Standard Chartered Bank
12.2009 - 11.2011
Project Intern - Quality Control
Air India
11.2008 - 10.2009
B Tech in Enginnering - Aeronautical / Aerospace Engineering
Institute of Aeronautical engineering and technology
06.2005 - 01.2009