Purvi Thakkar

• Responsible for managing Ultra HNI customer segment with book size of 120 crore with 430 HNI customers across 9 branches.
• Investment advisory on the existing portfolio and creating Investment portfolio with customer’s investment goals.
• Generating new portfolio base by superior service and building long term relationships.
• Hands on expertise on mutual fund advisory, life insurance goal planning and direct equity advisory.
• Mentoring new RM and Service Relationship manager to make them efficient in their role.
• Conducting corporate activities along with salary and assets team for new to bank relationships ,tax planning solutions and to grow retail asset share.

• Played a key role in catapulting portfolio size from Rs. 23 crore to Rs.26 crores within a span of 5 months while adding 6 new HNI customers

• Effectively managed risks and portfolios to further enhance revenues by 22% and margins by 9%
• Led key initiatives to successfully add 4 new franchisees and 150 new customers

• Deftly handled client relations to expand customer base of the branch from 500 to 1500.
• Successfully achieved intraday turnover of Rs.100 crore in the branch
• Instrumental in augmenting per client brokerage share.

• With expertise managed customer relations to increase number of active customer base.
• Escalated turnover from ₹ 3 crore to ₹12 crore in within a span of 1 year.
• Imparted highly effective trainings to new staff.

• Promoted products and services to each customer to consistently achieve sales targets.