Rajat Mittal

• Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
• Analyzed problematic areas to provide recommendations and solutions.
• Aligned closely with business owners and employees to gather information and gain operational insight.
• Conducted thorough reviews of operations to devise and deploy improvement strategies.
• Supported clients with business analysis, documentation and data modeling. Compiled research data and gave professional presentations highlighting finds and recommended optimizations.

Responsible for the overall revenue, cost control and balance sheet.

Build systems and processes across sales, operations and finance functions.

Lead a sales team of Marketing Representatives and responsible for overall revenue.

Lead the operations and finance team ; ensure proper inventory management, proper MIS reporting system for accounts payable and receivable, ensuring optimal utilisation of funds.

Identification of new opportunities in the space of financial investment instruments. Added art, real estate and wind-power machines as part of alternate assets portfolio in addition to the mutual funds, commodity, stocks, bonds, debentures, etc as investment options.

Acquisition of new clients and retention of old clients and to increase the Assets Under Management.

Responsible for the overall revenue, cost control and balance sheet.

• Promoted company by giving exciting and dynamic presentations to potential and existing high net-worth customers.
• Introduced real estate and venture capital investments as an alternate investment asset class to be promoted to clients of bank.
• Regular training and review with my team of wealth managers and senior wealth managers to discuss, execute and optimize strategies.
• Recruited talented individuals and growing the team from 4 people to 20 people and making it one of the most profitable departments.

• Responsible for overall MIS and analytical support to the zonal head for identification of region-wise segment-wise gaps in sales
• Analysing performance of all Branches in North Zone across sales, operations, audit and compliance and devising new processes for improving efficiency and framing new programs to motivate the sales force across the zone
• Assisted the Zonal Head in sales reports and presentations for board members and in the implementation of the key initiatives taken by the Zonal Office
• Worked closely with regional heads to plan, develop, coordinate and execute product-wise sales strategies aligned to bank's vision, mission and purpose.

Handled core retail bank branch operations in the retail banking side in the New Friends Colony branch of ICICI Bank Ltd

Additionally handled corporate clients for their salary accounts