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
PuneBachelor's - Business Administration
Patna Women's College
PatnaSkills
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
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