Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Personal Information
Languages
Certification
Work Preference
Timeline
AdministrativeAssistant
Prateek Keserwani
Open To Work

Prateek Keserwani

CFP®
Noida,UP

Summary

. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Manager and Senior Manager

Kotak Mahindra Bank (Priority Banking)
Noida
08.2023 - Current
  • Managed UHNI and HNI clients, assessed needs, and presented tailored offerings based on asset allocation.
  • Cross-sold products and services by collaborating with other divisions for effective client introductions.
  • Product profiles include MF, PMS Schemes, Banking, and related products.
  • Met targets in Key Result Areas through execution of strategic plans.

Deputy Branch Manager and Senior Manager

Kotak Mahindra Bank (Branch Banking)
Noida
04.2021 - 07.2023
  • Developing and implementing strategies to achieve key operational goals for the branch
  • Oversaw hiring, training, and supervision of branch staff to enhance team capabilities
  • Established and maintained relationships with individual and business customers, addressing their concerns and improving satisfaction
  • Ensuring the branch meets all regulatory and compliance requirements
  • Monitoring and managing the branch's financial performance
  • Resolving customer complaints in a timely and professional manner
  • Assessing market conditions and identifying current and prospective sales opportunities

Relationship Manager and Manager

Kotak Mahindra Bank (Branch Banking)
Noida
04.2019 - 03.2021
  • Developed and expanded High Net Worth Customer (HNI) relationships for liabilities through targeted sourcing efforts.
  • Acquired new customers through targeted outreach strategies.
  • Sources new bank customers through external individual efforts and acquisition channels.
  • Met with 4 customers or prospects daily to discuss banking options.
  • Contacted an average of 20 customers daily through various engagement methods.
  • Cross-sold bank products to mapped existing branch customers, enhancing their overall banking experience.
  • Informed customers of new products and enhancements, fostering deeper banking relationships.
  • Maintains complete relationship records for assigned customer accounts.
  • Achieved 2 daily product sales from a range of banking services.

Relationship Officer and Manager

Kotak Mahindra Bank (Branch Banking)
Noida
08.2015 - 03.2019
  • Increased investment AUM portfolio through acquisition, enhancement, and retention strategies.
  • Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
  • Engaged with customers to strengthen relationships and increase wallet share.
  • Focused on enhancing customer engagement through various channels.
  • Planned and organized lead generation activities and sales initiatives for prospective and existing clients.

Education

Post Graduation Diploma - Banking and Relationship Management

Manipal University
Bengaluru
07-2015

Bachelor Of Commerce -

University of Lucknow
Lucknow
03-2011

Senior Secondary School -

Central Board of Secondary Education
Lucknow
03-2008

Higher Secondary Education -

City Montessori Inter College
Lucknow
03-2006

Skills

  • Client Relationship Management
  • Personalized Service
  • Portfolio management
  • Revenue analysis
  • Compliance management
  • Cross-selling
  • Communication Skills
  • Adapts under pressure
  • Teamwork
  • Conflict resolution strategies
  • Product cross-selling
  • Asset allocation strategies
  • Financial performance analysis

Accomplishments

• Life Insurance: Five-Year Consecutive Qualifier
• Pan India Topper for two consecutive years in the DBM role.
• Top 5 Relationship Managers in the RM Role Across India
• Contest DUS KA Dum
• Contest Mai HU Topper
• Contest Hairat
• Topper Certificate in Noida Priority
• General Insurance Triumph Qualifier Across India
• Contest Face OFF
• Victory in All Trinity Contests driven by RBH and the National Head.
• Success in every contest, big or small, organized by RBH and the National Head.
• Noida Premier League Contest
• Grand Noida Marathon Contest

Hobbies and Interests

  • Travel
  • Video Games
  • Cooking
  • Writing

Personal Information

  • Date of Birth: 24/03/1990
  • Nationality: Indian
  • Place of Birth: Lucknow

Languages

  • English
  • Hindi

Certification

- NISM-Series-V-A: Mutual Fund Distributors Certification Examination.
- NISM-Series-XVII: Retirement Adviser Certification Examination.
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors
- IRDA Composite Insurance.
- Certified Financial Planner (FPSB India).

Work Preference

Job Search Status

Open to work

Work Type

Full Time

Location Preference

HybridRemote

Salary Range

₹145000/yr - ₹200000/yr

Timeline

Relationship Manager and Senior Manager

Kotak Mahindra Bank (Priority Banking)
08.2023 - Current

Deputy Branch Manager and Senior Manager

Kotak Mahindra Bank (Branch Banking)
04.2021 - 07.2023

Relationship Manager and Manager

Kotak Mahindra Bank (Branch Banking)
04.2019 - 03.2021

Relationship Officer and Manager

Kotak Mahindra Bank (Branch Banking)
08.2015 - 03.2019

Post Graduation Diploma - Banking and Relationship Management

Manipal University

Bachelor Of Commerce -

University of Lucknow

Senior Secondary School -

Central Board of Secondary Education

Higher Secondary Education -

City Montessori Inter College

Similar Profiles

CREATE PROFILE
Prateek Keserwani CFP®