RINAV DOSHI

• Key Responsibilities:
• Managing NRI business across 6 major branches in the Vadodara North region with an AUM of ₹370+ Cr.
• Leading a team of 12 Relationship Managers to drive acquisition, cross-selling, and revenue growth.
• Offering specialized advisory on investments including FDs, FCNR, Mutual Funds, and Insurance.
• Ensuring compliance and regulatory adherence for all foreign remittance transactions.
• Overseeing client onboarding, KYC, and service delivery to improve client retention and satisfaction.
• Key Achievements:
• Increased NRI business portfolio by 25% YoY through strategic advisory and product bundling.
• Improved operational efficiency by reducing remittance processing turnaround time by 35%.
• Maintained 100% compliance score in internal audits for two consecutive years.
• Led Karelibaug branch to top-tier NPS performance in Vadodara North cluster.

Key Responsibilities:

• Managed a portfolio of 170+ high-net-worth individuals valued at over ₹2 Cr.
• Delivered tailored financial planning and advisory on mutual funds, insurance, and deposit products.
• Worked to close the gap between branch revenue targets and actual performance through strategic planning.
• Built strong customer relationships through personalized service and portfolio reviews.

Key Achievements:

• Achieved 110% of quarterly revenue targets (Q1 FY2021-22).
• Ranked 4th PAN India in health insurance sales with ₹2.5L fresh business in March 2021.
• Awarded for consecutive months (June & July 2020) for exceptional insurance performance.
• Enhanced customer satisfaction scores through proactive service management.

Key Responsibilities:

• Managed sales from ICICI Bank's Multiple branches under the Bancassurance channel.
• Conducted joint client meetings with bank staff to convert leads into long-term policyholders.
• Promoted comprehensive life insurance solutions tailored to customer life goals.
• Trained bank staff on insurance offerings and lead generation techniques.

Key Achievements:

• Surpassed 120% of quarterly sales target in Q2 FY2019-20.
• Recognized for high conversion ratios and new policy growth.
• Strengthened partner branch collaboration and lead funnel quality.

• Key Responsibilities:
• Supported the Retail Project Team in commercial and sales operations.
• Oversaw vendor coordination, inventory control, and logistics to streamline supply chain processes.
• Participated in market analysis and retail expansion feasibility studies.
• Key Achievements:
• Successfully coordinated backend operations for new retail outlets.
• Contributed to process improvements that reduced delivery delays by 20%.
• Enhanced interdepartmental communication to increase efficiency.