Shehnaz Mantri

• Implemented structured coaching and mentorship initiatives for RMs and Sales Managers, improving productivity and fostering client engagement.
• Partnered with relationship managers to ensure superior wealth management for HSBC’s Premier clients. Led discussions on intricate products such as CAT II and CAT III AIFs to clarify options. Provided insights into MLDs, Real Estate Funds, GIFT City opportunities, and PMS solutions. Customized client interactions to promote tailored service and satisfaction.
• Focused on upskilling RMs in financial planning and client engagement tools for improved performance.
• Engaging directly with Regional Head regarding contributions to sales metrics
• Access to vital data including New to Bank for improving cross-sell strategies
• Interfaced with network and sales managers to proficiently carry out HSBC’s Premier strategy.
• Evaluated business performance while disseminating best practices among teams.
• Strengthened clientele network through impactful networking efforts, comprehensive marketing strategies, and recommendations from contented clients, fostering development of health coaching practice.
• Promoted holistic approach to health by integrating physical, mental, and emotional well-being into coaching practices.
• Monitored alignment with HSBC’s policy standards and regulatory requirements across all coaching initiatives.
• Supported onboarding and ongoing development of new RMs for sustained team success.
• Cultivated RM-client partnerships, driving higher levels of satisfaction and profitability.

Directed portfolio of premier/high-net-worth clients, offering customized financial guidance and periodic assessments.

• Recognized new client opportunities and established connections focused on managing wealth.
• Oversaw wealth portfolio totaling 125 Crores, serving a client base of 200 families with an average book size of 1 CR.
• Engaged with CEOs and CFOs, founders of large corporations, HNWIs, family offices, and PEPs. Cultivated relationships with high-net-worth individuals and influential corporate leaders. Developed strategies to address the unique needs of diverse clientele, including family offices and PEPs. Maintained communication with top executives and affluent clients to enhance service delivery.
• Accountable for cross-selling complex products including Cat II, Cat III AIFs, PMS strategies, Gift City funds, real estate funds, and MLDs
• Delivered high-quality customer experience by upholding service excellence and fostering trusted advisory relationships.
• Upheld compliance standards by implementing KYC and AML procedures to maintain operational integrity.
• Accountable for financial performance of client portfolio, meeting business targets consistently.
• Partnered with cross-functional teams including Private Banking, Business Banking, and SME to drive business development initiatives
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Spearheaded client retention initiative that significantly reduced churn rates through strategic engagement efforts.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

Established and improved eligible customers' enrollment in Imperia programme based on internal database evaluations and report findings

Directed customer relationships with Total Relationship balance greater than 25 lacs and less than 5 Cr, maintaining wealth book totaling 75 Crores across 250 customers.

• Gained new HNI customers through strategic referrals, lead generation, and focused outreach efforts.
• Partnered with Private Banking to guarantee wealth customers access to products beyond Mutual Funds and insurance
• Developed and executed contact plans based on detailed customer profiles.
• Elevated wallet share through strategic positioning of HDFC Bank as primary banking choice for clients.
• Cross-sold and up-sold banking products, including credit cards and assets, to clients and families.

Achieved optimal income-generating product group holdings within customer segments.

• Delivered high-quality customer service, resolving client complaints within specified turnaround times.
• Ensured compliance with KYC and AML norms alongside error-free documentation for account openings.

Acquired and managed relationships with HNI and retail clients to drive revenue growth.

• Achieved sales targets through new client acquisition and expansion of existing accounts.
• Facilitated trading in equities, commodities, and currencies for diverse clientele.

Provided thorough market research and analysis to inform trading decisions.

• Supported clients in utilizing digital trading platforms for seamless trading experiences.
• Ensured timely execution of trades while promptly resolving client inquiries.
• Assisted clients with account opening, documentation, and transaction processing efficiently.
• Promoted digital channels to uphold high standards of customer service.