Priyal Mantri

Priority banking is involved in providing financial, non-financial solutions and portfolio management services to HNI customers. Relationship manager is responsible for taking care of:

• Managed priority segment portfolio with the size of approx 20 cr HNI cients with their respective deposits.
• Managed the overall growth of liabilities and investment business from HNI or ultra HNI client incuding their equity and debt portfolios.
• Monitored portfolio across liabilities, retail assets, business banking, forex, Trade and insurance investment, securities Etc.
• Investment advisory - financial planning and investment advises for HNI clients, driving revenue business to generate fee income through products like mutual fund, insurance, equity, forex and PMS.

• Monitored and managed the banking and investment relationship of YES Premia and first clients
• Increase portfolio book growth either through deepening and Acquisition of NTB clients.
• Managed the portfolio management services, equity, and debt portfolio of HNI clients.
• Planned portfolio solutions after carefully analyzing market trends, client’s financial health and future requirement.

• Monitored client investments related to retail and institutional clients. Focused on servicing as a dealer in cash, equity derivatives segment.
• Responsible for maintain the portfolios of NRI and HNI, Ultra HNI clients and handle the end-to-end investment procedure related to Demat Account, Stock analysis, Brokerage generation through stock analysis.
• Provide financial products including Demat Account, Stocks, Bonds, Mutual Fund, PMS, and Brokerage services.
• Networked with business leaders and executives, Subsidiary Team to identify clientele within local community.
• Ensured new client acquisition for higher growth and enhancement in client base.