SAMEER MANDLOI

• Leading and managing a high-performing team of Wealth Relationship Managers under the Pioneer Banking vertical.
• Driving team performance across all key business levers – CASA, Mutual Funds, Life Insurance, Assets, and overall Revenue Generation.
• Conducting regular training, mentoring, and joint client meetings to enhance productivity and portfolio growth.
• Implementing strategic plans for client acquisition, deepening relationships, and cross-selling across wealth products.
• Monitoring performance metrics and aligning business targets with overall organizational goals.
• Ensuring superior client servicing standards and adherence to compliance norms.

Key Achievements:

• Rank 1 in Wealth AUM category within the Pioneer Banking channel Ahmedabad.
• Successfully built a strong regional presence and improved client engagement metrics through effective team leadership and cross-functional coordination.

Playing Captain Role – Responsibilities & Achievements

• Functioned as a playing captain, driving both personal revenue generation and team performance to achieve business goals.
• Led a high-performing Relationship Manager team with a focus on wealth management and cross-selling.
• Managed and grew a diversified portfolio across multiple financial product categories including Mutual Funds, PMS, AIF & Insurance.
• Designed and executed sales strategies, improving productivity and wallet-share from existing and new clients.
• Mentored and motivated team members through continuous training, goal-setting and performance review mechanisms.
• Ensured customer satisfaction and compliance standards while deepening client relationships with HNI/UHNI investors.
• Consistently achieved revenue targets and contributed to overall business growth.

• Experience of handling multiple products, such as Capital Market, Mutual Funds, Corporate FD & Bonds, PMS, Insurance, & Currency Market.
• Review Client portfolio quarterly.
• To cross-sell the products by identifying customers need.(MF/Insurance/PMS)
• Deft in identifying customer needs and assessing their risk appetite and then, delivering presentations, carrying out negotiation and closing deals.
• Record of building long-term relationships with clients and increasing sales from existing accounts.
• Skilled in managing teams to work in sync with corporate set parameters & motivating them for achieving business and individual goals.
• Effective communicator who seeks positive resolution to problems through active listening and commitment to integrity.
• Solid knowledge of credit and financing policies and procedures.
• Profound ability to interact with new and existing customers.
• Ability to generate new business.
• Ability to extend beyond a single product to a multi-product focus.
• Quick learner: Proven ability to quickly learn the product & adapt to changing management priorities.
• Good people skills.
• Radiance
• Promoted to Assistant Vice President
• MDRT Qualified F.Y (20-21), (2021-22), (22-23)
• Qualified in Maiden Innings Campaign Investment Category from 1st-31st Oct,2018.
• Qualified in Monsoon Bonanza Contest of Life Insurance did 12 Lakhs.
• Qualified in Battle of Titans Campaign From 7th Oct.2019 to 31th Dec 2019
• Certificate of Appreciation for Highest contribution in Baroda Dynamic Equity Fund NFO in Ahmedabad Zone.
• Outstanding performance in Barodian Mahotsav in Life insurance (6th July-Aug2020)
• Qualified as an Achiever in Life Insurance Business period 17th -29th Feb 2020
• Certificate of Appreciation for Valuable contribution in Baroda Large & Mid Cap Fund NFO in Ahmedabad Zone
• Certificate of Appreciation for Highest contribution in Baroda Business cycle Fund NFO in Ahmedabad Zone
• Outstanding Performance in Pride Carnival Campaign Life Insurance (JFM-42 Lakhs), and Badge of Honor along with certificate.
• Certificate of Excellence for Valuable Contribution in SBI Medium Duration F.Y 2021
• Certificate of Excellence for Valuable Contribution in HDFC Balanced Advantage F.Y19-20
• Qualified in Rising Star Campaign AIF (ABSL & IIFL) NOV 2022
• Qualified in Altitude Campaign AIF (ABSL & IIFL) MARCH 2023
• Qualified in International leadership training Campaign AIF (ABSL & IIFL) APRIL 2023
• Qualified in Pride Level 4 Campaign Life Insurance
• Highest contribution in Baroda BNP Paribas Flexi cap fund and Value Fund NFO in Ahmedabad Zone.
• Highest Contribution in UTI BAF in SRM Channel in Ahmedabad.
• Highest Contribution in Mirae Asset Multi asset NFO in Ahmedabad Zone.

• Identified customers with additional profit potential and designed action plans to expand relationships.
• Actively engaged in operational risks management, loss reporting, and client management processes and controls.
• Ensuring achievement of branch performance targets by efficiently identifying probable process improvement initiatives.
• To achieve the branch sales goals in the areas of investment, deposit and mortgage.
• To cross-sell the products by identifying customers need.
• To increase the branch revenue through assets & liability.
• To increase the CASA value of the existing and new to bank customers.
• Verified information on loan applications.
• Opened Highest Number of Saving Account along with SIP
• Logged in Highest HDFC Ergo Policy in General Insurance Campaign.
• Valuable Contribution in Auto Loan campaign.
• Disbursed working Capital of 10cr in Nov 2017.

• Identified customers with additional profit potential and designed action plans to expand relationships.
• Actively engaged in operational risks management, loss reporting, and client management processes and controls.
• Ensuring achievement of branch performance targets by efficiently identifying probable process improvement initiatives.
• To achieve the branch sales goals in the areas of investment, deposit and mortgage.
• To cross-sell the products by identifying customers need.
• To increase the branch revenue through assets & liability.
• To increase the CASA value of the existing and new to bank customers.
• Moment of Honor from Zonal Head for exemplary performance in Life Insurance Business Nov-Dec 2016
• Certificate of Excellence for valuable contribution in Tata Life Insurance.
• Certificate of Excellence for Valuable contribution in Religare Health Insurance.
• Logged in highest no. of fee-based Debit card (1lakh).

• Building and maintaining strong relationships with the clients.
• Managing portfolio of the client according to their financial needs.
• Providing a good financial advice to clients to meet their financial goals.
• Providing complete financial avenues at one portal.
• Making the customers aware about the I-Direct Portal.
• Analyzing client needs with their current investments and guiding them different avenue for better returns.
• Handling HNI clients portfolios and providing complete financial solutions.
• Dealing in multiple products & Services: Capital Market, Mutual Funds, Corporate FD & Bonds, PMS, Insurance, & Currency Market.
• Achieved maximum number of fee based registration for Training provided by ICCI Direct.
• Certificate of Appreciation from ICICI Prudential Life insurance CO.
• Got Certificate of Appreciation, Glittering Trophy signed by Head ICFL (Institute of Center For Financial Learning).
• Highest No. of Life insurance in terms of NOP.
• Opened Maximum Number of Premium Account.(Demat & Trading)
• Maximum Number of SIPs in ICICI Prudence Mutual Fund. (Focused Blue chip Fund)

• Handled Business Development for generating the business for the company through selling services.
• Worked upon customer satisfaction through after sales services.
• Analyzed the needs of customer & pitched the particular product or services to them for taking the services.
• Prepare sales orders, monthly/fortnightly presentations against the given targets, etc.
• Handled a team and motivated the team members time to time to do sales.
• Provided regular updates to the immediate superior as when required.
• Coordinated well with the clients and within the organization in all departments.