-Monitoring and identifying clients and maintain client base through efficient interactions with clients and analyze any changes in clients needs-Resolving issues, identified and implemented process improvement strategies related to client services -Reviewing client profile and other account documentation like such as KYC/AML for completeness and accuracy-Ensuring that all risk and compliance requirements were met in full while delivery of high standards of client service-Acquiring and serviced HNI & Ultra HNI customers into the program me and offered them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross-selling the right products-Tailoring solutions designed to help manage long-term wealth as well as customized investment solutions and services

Managing a mortgage team comprising of 8 Area ManagersKey Tasks Handling: •Optimal management of resources, facilitating cross training, ensuring appropriate coverage to maintain throughput.•Responsible for training & motivating the team to achieve objectives.•Prioritize tasks and ensure adherence to timelines for completion of activities.•Initiate and lead change management initiatives within the team•Supervise and manage development of team members•Ensure structured upward & downward communication•Conduct objective setting sessions, performance appraisals, provide feedback & coaching for all team members•Ensure performance and efficiency of staff meet or exceeds expectation standards

Managing key relationship of high net worth clients for their long term investments and wealth creation requirementsKey Tasks Handling: .Originate / develop new and expand existing High Net Worth Customer relationships for generating revenue through sales of third party and structured products with focus on Insurance (Life & Non-Life), Mutual Funds, international equity & Equity broking.•Monitoring client’s portfolio performance, conducting Profitability Analysis, rendering sustained advisory services for securing high ROI and increasing retention levels.•Offer quality advice with a conservative approach to help the clients' preserve and grow their wealth on the basis of the recommendations of Religare Research Desk.•Track customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.•Develop database for lead generation, identifying new opportunities for expansion and strategize accordingly.

Relationship Manager: Managing key relationship of high net worth clients with emphasis on NRI customers for their home loan specific requirements in Kolkata market.Key Tasks Handling:•Identifying and networking with prospective high net worth clients (HNI) for their home loans related issues including property search.•Building and maintaining healthy business relations with high net worth clients (HNI) by providing end- to-end solution from pre-sanction to disbursement.•Ensuring high customer satisfaction matrices by achieving delivery & service quality norms.•Generating business from the existing clients and increasing sales growth.•Collaboration and networking with internal departments of ICICI for home loans lead generation.•Organizing events, seminars to generate home loans leads.Relationship Officer: Recruited for handling a direct channel sales team for Mumbai market with some 20 sales executives and 2 team leaders for their Home Loan Division handling a monthly business of Rs 10 cr. Key Tasks Handled:•Leading, managing & monitoring the performance of sales executive to achieve of individual & group targets.•Mentoring & motivating the team members to enhance their performance levels while maintaining high morale.•People Management & Development – hiring, training, performance management, and retention of the sales force.•Maintaining & reviewing MIS reports to analyze the performance of the sales force.