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
Mumbai
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
PUNE
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
PUNE
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
PUNE
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
PUNE
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
DELHI
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
Portfolio diversification
Business development
Teamwork and collaboration
Team building
Customer complaint resolution
Strategic planning
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