Summary
Overview
Work History
Education
Skills
Awards
Timeline
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PRIYANKA PANDEY

PRIYANKA PANDEY

Wealth Manager
Mumbai

Summary

12+ years of award-winning work experience in Bank of Baroda, currently leading 6 regions across Mumbai and proficient in lead generation, customer acquisition and marketing & sales of products pertaining to wealth management, bank's deposits and schemes and government schemes.

Overview

13
13
years of professional experience

Work History

ZONAL WEALTH MANAGER

BANK OF BARODA
09.2022 - Current
  • Spearheaded the performance of 6 regions in wealth management and overachieved targets.
  • Coordinated with AMCs and devised strategies for promotion of wealth management products.

REGIONAL WEALTH MANAGER

BANK OF BARODA
05.2019 - 09.2022
  • Monitored the performance of 39 relationship managers and supported in achieving targets.
  • Surpassed targets in driving the sale of wealth products and increased overall branch business.

Regional Marketing Manager

BANK OF BARODA
07.2017 - 05.2019
  • Networked with government officers and marketed government savings and banking products.
  • Sourced institutional CASA clients and achieved regional targets.

REGIONAL MARKETING MANAGER

BANK OF BARODA
10.2015 - 07.2017
  • Pioneered marketing budgets & offline marketing for visibility of products at 59 branches.
  • Regulated advertising strategy for digital products including Mobile Banking and Debit Card.
  • Led customer acquisition, secured 400 crore CASA sponsorship and 40 leads for housing loans.
  • Coordinated with customers for technical issues on mobile banking and resolved promptly.

MARKETING MANAGER - MSME

BANK OF BARODA
07.2013 - 10.2015
  • Collected data on MSMEs, set up networking meetings, shortlisted and profiled potential leads.
  • Drafted 49 MSME proposals, processed and recorded paperwork and floated files to leadership.
  • Organized MSME mela, conducted seminars and conclave to promote products and secure leads.
  • Reviewed the progress of 59 branches on meeting MSME targets and improved performance.

BRANCH OPERATIONS

BANK OF BARODA
01.2012 - 07.2013
  • Addressed 70-80 customers at Delhi branch and 40-50 HNI customers at Pune branch, daily.
  • Sourced CASA FDs, prepared documents, resolved FD, DD and ensured contactable requirements.

Education

Masters - Marketing Management

Pune University
Pune

Bachelor's - Business Administration

Patna Women's College
Patna

Skills

Team handling

Awards

  • Significant contribution toward BNP Paribas Mutual Fund Business Cycle Fund and Multi Asset.
  • Empanelled top 10 equity RM by Regional Head under GBPL Season 3 by CEO.
  • Recognised for leadership in Baroda Large & Mid Cap schemes by CEO Baroda Mutual Funds.
  • Valuable contribution toward business growth of India First Life Insurance.
  • Valuable contribution under Region Category in Baroda Large & Mid Cap Fund.
  • Outstanding performance in Wealth Foundation Fest.

Timeline

ZONAL WEALTH MANAGER

BANK OF BARODA
09.2022 - Current

REGIONAL WEALTH MANAGER

BANK OF BARODA
05.2019 - 09.2022

Regional Marketing Manager

BANK OF BARODA
07.2017 - 05.2019

REGIONAL MARKETING MANAGER

BANK OF BARODA
10.2015 - 07.2017

MARKETING MANAGER - MSME

BANK OF BARODA
07.2013 - 10.2015

BRANCH OPERATIONS

BANK OF BARODA
01.2012 - 07.2013

Masters - Marketing Management

Pune University

Bachelor's - Business Administration

Patna Women's College
PRIYANKA PANDEYWealth Manager