Experienced and business-minded Senior Private Banker and Wealth Manager with a solid background in finance, adept as a skilled team leader with a track record of guiding private banker teams and helping clients meet financial goals through strategic advice and effective portfolio management.
Cultivate key relationships to enhance the bank's standing in wealth management.
Provide leadership to regional heads for cohesive team alignment.
Ensure teams are working in line with overarching objectives.
Monitor Key Performance Indicators (KPIs) for comprehensive performance evaluation.
Foster a culture of excellence in both performance and client satisfaction.
Manage regional heads, providing guidance, and ensuring goal achievement.
Implement market head's strategies at the regional level
Monitor key client relationships, address escalated issues, and collaborate on personalized wealth solutions.
Analyze and report performance.
Lead relationship managers, ensuring compliance and service standards. Drive client acquisition, satisfaction, and retention.
Guide managers in implementing comprehensive wealth strategies, including investment planning, portfolio management, and compliance
Set and track targets, provide coaching for improvement, and ensure compliance with regulatory standards.
Directed IIFL Wealth's wealth management team, aligning strategies with organizational goals
Oversaw team performance, achieving targets, and maintaining high client satisfaction.
Fostered key relationships, addressing unique client needs for acquisition and retention
Monitored team performance, implemented improvements, and provided coaching.
Ensured regulatory adherence and minimized risks in managing high-value portfolios.
Managed Jeevan Bharti, Citibank's flagship branch, commands an AUM of INR 3600 Crores across diverse segments.
Achieving excellence in financial metrics, including balance sheet growth, commercial revenue lines, and Funds under Management.
Emphasis on enhancing True CPC and True CitiGold book.
Notable 9% growth in investments under my leadership in 2015, with zero attrition and successful recruitment of top-tier Relationship Managers in the last 12 months.
Among the country's top-performing branches in Investments, Forex, and NTBs in 2015 during my stint.
Led 9 Premier Relationship Managers, ensuring exceptional sales and service for high-net-worth clients.
Cultivated positive relationships, cross-selling bank products for enhanced profitability.
Provided strategic support, implementing sales strategies in investments, mortgage, forex, and insurance.
Managed a Total Fund Under Management (FUM) of Rs.1600 crores and Asset Under Management (AUM) of Rs.400 crores, demonstrating strong financial acumen.
Provided personalized investment advisory services in private banking
Excelled in relationship management at Standard Chartered Bank
Investment planning