Rashmita Shetty
Seasoned Banking Professional
Mumbai,Maharashtra
Summary
Performance Driven Professional bringing in rare level of business acumen and record of achievements developed in over 15+ years' career in Consultative Sales, Branch Operations, Relationship Management, Service Quality and Operations, People Management and Customer service.
Overview
20
20
years of professional experience
3
3
years of post-secondary education
Work History
Private Wealth Advisor
Motilal Oswal Financial Services
09.2023 - Current
- Prospecting and acquisition of new clients through networking, databases, market scoping and references.
- Facilitated new client onboarding process and investment account setup.
- Advised clients on investments products such as Mutual Funds, PMS, Alternate Investment Funds, Direct Equity, Fixed Income and Treasury Management solutions.
- Organized educational seminars on various financial topics, helping clients make informed decisions about their wealth management options.
- Continuously monitored client portfolios and made adjustments as needed to maintain alignment with changing financial goals.
- Provided exceptional customer service by promptly addressing client concerns and inquiries, fostering trust and loyalty.
Senior Relationship Manager
RBL Bank
05.2019 - 09.2023
- Appointed to serve customers and offers them banking and financial advisory.
- Serve a designated portfolio (mix of individual HNI and Corporate) with a Total Relationship value of 150Crs.
- Products & solutions to clients such as Investments Insurance (LI/ HI / GI ) Forex and transaction banking.
- Cultivating long term relationship ensuring repeat sales, identifying and converting new opportunities.
Customer Service Manager
RBL Bank
01.2014 - 05.2019
- Providing best in class client experience to HNI segment called as Insignia & build strong relationship with the client.
- One point contact between Insignia customer & the organization for any service or product requirement.
- Coordinating with various other verticals like Trade / Forex Operations , Product regarding client transactions related to remittances , export / import, other request to ensure smooth execution.
Personal Banker
HDFC BANK
02.2011 - 12.2013
- Advise customers on bank services for their needs.
- Manage customer bank accounts; open, close and oversee transactions.
- Reach out to potential customers to generate new business.
Senior Operations executive
CITIBANK
05.2009 - 01.2011
- Calculating total Net Asset Values; handling reconciliation / controls; ensuring regulatory & client specific.
- Building controls in excel parallel with the system and escalating to concerned process owners.
Senior Operations executive
HSBC
10.2008 - 05.2009
- Net Asset Value Calculation for Mutual Fund clients (both Equity & Debt funds).
- Supervising end-to-end operations and preparing Reconciliation and MIS reports.
Senior Operations executive
JP Morgan Chase
02.2005 - 11.2005
- Prepare monthly or quarterly reports Client adhoc Reports, Regulatory Reports, internal daily reports and present it to the senior management team or other financial heads of the bank.
- Reconciled, monitored Accounts Payables / Receivables.
Education
MBA -
Lala Lajpatrai Academy of Management
Mumbai 04.2005 - 04.2008
BCOM - undefined
Mumbai University Bhavans college
HSC - undefined
Mumbai University Bhavans college
SSC - undefined
St Joseph high school
Skills
Customer Relationship Management (CRM)
Attention to Detail
Product Knowledge
Customer Relations
Customer Relationship Management (CRM)
Areasofexposure
- Banking Retail Operations
- Client service Management
- Service Knowledge
- Portfolio Management
- Strategic Planning & Execution
- Process Improvement
- Negotiation
- People handling
Languages
English
Marathi
Marathi
Marathi
Timeline
Private Wealth Advisor
Motilal Oswal Financial Services
09.2023 - Current
Senior Relationship Manager
RBL Bank
05.2019 - 09.2023
Customer Service Manager
RBL Bank
01.2014 - 05.2019
Personal Banker
HDFC BANK
02.2011 - 12.2013
Senior Operations executive
CITIBANK
05.2009 - 01.2011
Senior Operations executive
HSBC
10.2008 - 05.2009
MBA -
Lala Lajpatrai Academy of Management
04.2005 - 04.2008
Senior Operations executive
JP Morgan Chase
02.2005 - 11.2005
BCOM - undefined
Mumbai University Bhavans college
HSC - undefined
Mumbai University Bhavans college
SSC - undefined
St Joseph high school
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