Travelling
Suryanshu Arya
Regional Wealth Manager
Mumbai
Summary
Experienced banker with 13+ years specializing in wealth management and banking operations. Managed a 1900 Cr portfolio for general and NRI clients, excelled as Deputy Branch Manager, and currently thriving as a Regional Wealth Manager, overseeing 46 branches, optimizing portfolios, and driving revenue growth with a customer-centric approach.
Overview
16
16
years of professional experience
6
6
years of post-secondary education
7
7
Certifications
2
2
Languages
Work History
Regional Wealth Manager
Bank Of Baroda
12.2023 - Current
- Monitoring and controlling 46 branches of Region.
- Collaborated with HNI clients to develop customised investment portfolios.
- Recommended specific investments to help clients meet financial goals at regional level.
- Provided specialised financial planning support to regional team for clients with diverse portfolios and individual needs.
Wealth Manager
Bank Of Baroda
01.2020 - 11.2023
- Mobilized Mutual funds investment of INR 300 Millions in 2022-2023.
- Generation and conversion of lead of INR 15 Million premium in IFLIC in FY 2022-2023
- Accomplishment of health Insurance and general Insurance investment of 1.5 Millions in 2022-2023
- Handling client database of more than 1000+ HNI customers including customer portfolio management of NRI customers
- Maintenance of compliance and regulatory records Oversee office operations, performing customer due diligence, monitoring audit compliance, direct team meetings
Deputy Branch Manager
Bank Of Baroda
07.2017 - 12.2019
- Prepare and regularly review annual goals and business targets
- Canvassing and monitoring retail credit including pre and post disbursement compliance
- Monitoring suspicious transactions and carrying out surprise verification of inventories
- Led Operations department and provided guidance and support to a team of 25 members. Supervising the day to day operations of the bank, whilst at the same time creating a customer friendly environment for staff to work in
Assistant Manager - Operations
Bank Of Baroda
11.2015 - 06.2017
- Management of treasury and cash flow with Reserve Bank of India
- Supervised operations team to support operational excellence and excellent customer service.
- Connected customers to experts for assistance with specialized financial needs.
- Managed banking relationships and assisted clients by presenting ideal products and services.
- Applied customer feedback to develop process improvements and support long term business needs
Probationary Officer
Bank Of Baroda
11.2014 - 10.2015
- Looked after Day to day banking operations
- Cross selling of bank's USPs
- Worked and prepared audit report as per banking compliances
- Marketing of banking products and various types account openings
Regional Sales Manager
Prabhat Seeds
08.2011 - 08.2013
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Introduced cost-saving initiatives to reduce losses and increase profit margin.
Production cum Marketing Manager
Prabhat Seeds
08.2008 - 07.2009
- Utilized market trends and target audience statistics to effectively and appropriately market products.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Managed workflow between staff, coordinating documents, planning, and creative material distribution.
Education
B.Sc -
Kurukshetra University
Kurukshetra 07.2005 - 07.2008
MBA - Marketing And International Business
National Institute Of Technology Kurukshetra
Kurukshetra 08.2009 - 07.2011
PGDBF Post Graduate Diploma - Banking And Finance
Manipal University
Manipal 10.2013 - 10.2014
Skills
Strategic Business Planning and Development
undefinedCertification
IRDA IC 38 Corporate agents (composite license)
Interests
Reading
Music
Exploring ideas and knowledge
Timeline
MDRT Sydney (2018) Million Dollar Round Table
10-2024
Regional Wealth Manager
Bank Of Baroda
12.2023 - Current
IRDA IC 38 Corporate agents (composite license)
08-2023
NISM Series V-A: Mutual fund distributors certification
08-2023
Awarded for outstanding performance in RACE campaign
06-2022
Wealth Manager
Bank Of Baroda
01.2020 - 11.2023
Star Performer of Region (2019) Bank of Baroda
01-2019
Clash of Titans Award (2018) Bank of Baroda and IFLIC
12-2018
Smart Investor Award (2017) Bank of Baroda and Pioneer Investments
11-2017
Deputy Branch Manager
Bank Of Baroda
07.2017 - 12.2019
Assistant Manager - Operations
Bank Of Baroda
11.2015 - 06.2017
Probationary Officer
Bank Of Baroda
11.2014 - 10.2015
PGDBF Post Graduate Diploma - Banking And Finance
Manipal University
10.2013 - 10.2014
Regional Sales Manager
Prabhat Seeds
08.2011 - 08.2013
MBA - Marketing And International Business
National Institute Of Technology Kurukshetra
08.2009 - 07.2011
Production cum Marketing Manager
Prabhat Seeds
08.2008 - 07.2009
B.Sc -
Kurukshetra University
07.2005 - 07.2008
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