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PRIYA DAS
Snr. Relationship Manager
Bangalore
Summary
Strategic wealth management and business development leader with 10+ years of experience driving revenue growth, managing HNI portfolios, and leading high-performing teams across banking, insurance, and investment sectors. Currently serving as Premier Wealth Relationship Manager at IDFC First Bank, delivering tailored financial solutions and strengthening client engagement. Recognized for consistently exceeding targets, building long-term client relationships, and driving sustainable business expansion
Overview
13
13
years of professional experience
Work History
Premier Wealth Relationship Manager
IDFC First Bank
07.2023 - Current
- Managing premier wealth clients with customized investment and banking solutions.
- Driving portfolio growth through strategic advisory and relationship excellence.
- Strengthening client loyalty and retention with proactive engagement.
Priority Relationship Manager
Axis Bank
08.2022 - 06.2023
- Spearheaded wealth creation strategies for HNI clients, boosting portfolio performance.
- Championed cross-selling initiatives across investment and banking solutions.
Business Development Manager
IIFL Securities Pvt Ltd
09.2021 - 06.2022
- Expanded franchise network through strategic B2B acquisition.
- Delivered consistent revenue growth across diverse financial products.
- Oversaw diverse financial products including Equity, MF, PMS, Insurance, Bonds, and Loans.
Sales Manager
Aditya Birla Health Insurance Co. Ltd
02.2019 - 08.2021
- Directed HNI client acquisition via Citibank partnerships.
- Mentored branch RMs, improving lead generation and closures. fostering collaboration and performance excellence.
- Streamlined claim settlement processes, improving customer satisfaction and trust.
Senior Wealth Manager
Angel Broking Ltd
Bangalore
07.2017 - 02.2019
- Managed multi-product portfolios (Insurance, MF, Equity).
- Led team operations and delivered tailored financial solutions.
- Delivered tailored financial solutions to maximize client returns.
- Bangalore
Sales Executive
Royal Enfield Brand Store
Bangalore
01.2016 - 06.2017
- Drove product sales and cultivated strong client relationships.
- Enhanced customer loyalty through exceptional service delivery.
- Bangalore
Sales & Marketing Executive
Ezi Holidays
11.2014 - 12.2015
- Executed B2B sales strategies in travel and hospitality.
- Strengthened customer relationships through service excellence.
Desk Coordinator
Hilton Shillim Estate Retreat & Spa
Pune
09.2013 - 03.2014
- Coordinated housekeeping operations to ensure cleanliness standards and optimized stock management for efficient supply availability.
- Pune
Senior Wealth Relationship Manager
IDFC First Bank
02.2025
- I am Delighted to share that I have been promoted to senior relationship manager through our organization’s Accelerated promotion Program.
Wealth Relationship Manager
IDFC First Bank
07.2023
Education
BHM - Hotel Management
NIPS School of Hotel Management
01-2014
Intermediate -
Vidyasagar Vidyapith Girls’ High School
01-2011
Matriculation -
Vidyasagar Vidyapith Girls’ High School
01-2009
Skills
- Strategic Sales Leadership
- Client Portfolio Management
- HNI Client Engagement
- Business Expansion Strategies
- Cross-functional Team Management
Languages
- English
- Hindi
- Bengali
Achievements And Awards
- Achieved multiple contests and rewarded in IDFC Bank
- Qualified GOAT contest in IDFC Bank, JAS 2025
- Ranked No 1 Wealth Relationship Managers in IDFC Bank Pan India, JAS quarter 2025
- Consistently qualified for foreign trips for outstanding performance, 2017, 2019, 2020
- Achieved 250% of monthly target, 09/01/19
- Ranked among top 2 Sales Managers in Citibank Banca channel Pan India, 2019
- Consistently ranked among top performers in sales across multiple organizations
- Achieved 156% over target in LI products, 2018
- Certificate of Appreciation for 250% target achievement in a single month, 09/01/19
Timeline
Senior Wealth Relationship Manager
IDFC First Bank
02.2025
Premier Wealth Relationship Manager
IDFC First Bank
07.2023 - Current
Wealth Relationship Manager
IDFC First Bank
07.2023
Priority Relationship Manager
Axis Bank
08.2022 - 06.2023
Business Development Manager
IIFL Securities Pvt Ltd
09.2021 - 06.2022
Sales Manager
Aditya Birla Health Insurance Co. Ltd
02.2019 - 08.2021
Senior Wealth Manager
Angel Broking Ltd
07.2017 - 02.2019
Sales Executive
Royal Enfield Brand Store
01.2016 - 06.2017
Sales & Marketing Executive
Ezi Holidays
11.2014 - 12.2015
Desk Coordinator
Hilton Shillim Estate Retreat & Spa
09.2013 - 03.2014
BHM - Hotel Management
NIPS School of Hotel Management
Intermediate -
Vidyasagar Vidyapith Girls’ High School
Matriculation -
Vidyasagar Vidyapith Girls’ High School