An EdTech start-up engaged in job-skilling within the Retail Banking & Financial services space. India’s first upskilling community platform co-founded by fellow bankers.Role includes defining the strategy for company’s growth, banking & financial services related content creation for the community platform, recruitment, training and mentoring of staff. Training private candidates as well as retail banking staff of top Banks on various aspects of banking, Preparation of training material and modules, Responsible for business growth and managing the sales team. Overseeing day to day Operations

• Managed a USD 800mil AUM and lead a result oriented team with the objective to deliver NNM, AUM and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix)• Generating pipeline & growing client portfolio size by deepening existing customer relationships• Implement an asset allocation in line with the client needs, and model portfolios as benchmarks• Deliver, monitor and review solutions to clients based on client investment profile• Conduct periodic reviews of client accounts in accordance with established procedures• Deliver positive client performance in line with client investment profiles• Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level• Do what is right in order to avoid reputational risks and operational losses.• Handle customer issues, complaints and product enquiries on timely basis in accordance with established procedure

● Responsible for enhancing and growing the HNI book consisting of customers in the bracket of USD 50000 to USD 10 million ● Achievement of the revenue target for the region, through core Wealth team as well as by optimally harnessing the branch channel● Portfolio management of Premier/Wealth clients with the objective of obtaining optimal returns through a basket of Investment products ie. LI, Equity, MF, Gold, Forex, Structured products, Alternate Assests as per the target product grid● Managing a team of Wealth Managers with the objective of guiding them to achieve their individual targets, simultaneously ensuring they are aligned with the Organisation's DNA● Growing the deposit book with the objective of accruing NII income● To ensure Customer Satisfaction as measured in the Customer Satisfaction Surveys rolled out by the organisation from time to time and to ensure Zero Customer Escalations

Headed a unit of 5 ASMs and 25 Sales Managers, Managing of Key Merchants, i.e., top corporate relationships with the objective of ensuring maximum volumes of card acceptance business submitted through us. • Managing the a/c s with end-to-end banking solutions, by cross-selling as many products as possible, ranging from operating a/c s, credit line arrangements, Private label cards, co-brand cards etc.• Maximising revenue and commission from the portfolio, by efficiently and effectively managing the Merchant service fees, Current a/c floats and other income from the portfolio.• To partner with Merchants in as many Marketing programs as possible, with the objective of enforcing brand visibility, driving footfalls, and maximizing spends.• Channel Management - Appointment and management of DSA/DST for the region and the allocation of targets.• Merchant Satisfaction - To ensure all customer service issues / feedback are addressed and actioned as per the agreed TAT s.• Acquiring as many new relationships as possible, by signing up the recognised brands in the Market

• Manage and lead a result oriented team with the end objective of achieving Business targets on all product offerings, primarily, Retail Liabilities, Retail Assets, and all Third Party and Cross-Sell products, ranging from Transaction a/c s, Deposit a/c s, Working Capital, Cash credit, Personal loans, Auto loans, Home loans, Insurance products, Mutual funds, Portfolio Management Services, Demat a/c s, E-Broking a/c s, to name a few, • Ensuring high quality service and Customer Relationship Management• Training and mentoring of Branch Staff and New Joinees with the dual objective of achieving the Organizational goals as well as Personal goals• To ensure Cost and Productivity norms are met, with respect to being a viable Profit Centre for the Organization.• Responsible for maintenance of Branch/ATM premises as per extant guidelines/standards.• Ensure compliance with banking rules, regulations, and• obtain satisfactory Audit ratings for Branch Operations