Shivani Swain

• Successfully managed multiple HNI portfolio by matching different organizational wealth products for desired investment outcomes.
• Developed new and expand existing HNI relationship for liabilities and commercial assets.
• Upgraded 38% of existing customers to premium service segment which resulted to increased portfolio, retention and referral.
• Ensured high level of customer service orientation while adhering to compliance policies.
• Stakeholder management with different group companies to provide seamless access to variety of other products to customer.

• Prepared short-term and long-term sales plan towards reaching the assigned lead conversion and on-boarding. Revenue created for the organization of more than $1,60,000
• Improved customer handling timeline of team by 15% from 10hrs to 8.5hrs by understanding the customer requirement and pass on the insights towards the product portfolio improvement.
• Centrally owned the end-to-end execution of under-mentioned: 1)Generated new source of revenue approx. 7% by proactively identifying cross-selling & up-selling opportunities.

2) Increased customer satisfaction and improved return footprint & references by managing post-sales support activities.

• Fresh investment in-flow of 5.6cr by monitoring and addressing HNI clients investment & banking requirement.
• Led to margin gain of 2.5% by analyzing the financial information obtained from clients to develop strategies to obtain financial objectives.
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value,revenues & improved client stickiness.
• Conduct risk profiling of all mapped clients and showcase investment products as per the client risk profile.

• Revenue Ownership: Revenue generated worth more than INR 20 Lakhs.
• Improvement Project: Manage database of clients and potential leads in a CRM programme.
• Customer Retention: Improved the retention rate from 67% to 93%.