Providing excellent end to end banking services, wealth management advisory, investment products like PMS, AIF, Direct Equity, Bonds, Real Estate, Lending needs to Ultra HNI/HNI clients.Responsible for identifying customer needs and assessing their risk appetiteResponsible for building depth within the existing relationshipsAnalyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation.Ensuring the growth of AUM and Revenue from existing customers mapped.Work together with Ultra HNI/HNI clients to assess their issues and provide customized solutions.

 Managing, servicing, and deepening High Net Worth Client Portfolio Book Size (CASA) of 65 Crore plus  Handling and deepening of MF, PMS, Life Insurance AUM/ Portfolio of the customers  Acquiring new customers and providing them with financial products to meet customer’s needs Achieving Sales milestones across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards,  Meeting set targets of Third-party product sales Life, Health, General Insurance, Mutual Fund, PMS  Work as the one point of contact for all banking requirements of the HNI clients  Profiling the customers and discussing their financial goals to cater to suitable financial products and services  Update Clients about new products and services of the bank to enhance customer experience with the bank Ensure that portfolio clients make our bank the primary bank for all banking needs, services, transactions Generate leads through Market Scoping for acquiring new clients and business for the bank

Promoted to AVP grade

Heading Branch Banking team serving customers and offering banking products like Saving/Current accounts, loans, Insurance, Mutual Fund, Wealth Management Solutions

• Working as Branch Operation Manager of a branch with balance sheet of more than 150 Crores• Leading a team of 7 Service Officers with absolute focus on high productivity and excellent customer experience • Responsible for overall operations, customer service and compliance goals of the branch • Conducting Monthly Branch Customer Service Meeting with Branch Customers• Guiding and making Customer about Digital Banking Platforms of the bank• Managing Relationship with customers, handling their queries, complaints and overall better customer experience • Overall Cash Management including 4 onsite and Off-site bank ATMs• Weeding out unprofitable accounts and improving profitability by cross selling of banking products/services• Coordinating with internal auditors and departments for periodic audit reports and compliance• Verification of savings and current accounts opening forms and follow up with central team• Ensuring that the financials of the branch are under control and branch adheres to the Know Your Customer.• Manage all branch administration and maintenance activities• Generating more awareness about use of direct banking channels like Online, Phone, SMS, and Application based banking services• Cross-selling of Life Insurance/General Insurance, Mutual Fund products to customers• Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager

Supervising Retail Branch Operation work. Revenue Generation through Sales of Banking Products.• Worked as Teller Authorizer in the Branch• Supervising 6 Teller Counters and lobby management• Guiding and sharing feedback with the tellers about their performance • Responsible for the daily operations, authorizations and customer service standard • Ensure branch operations, risk control and process adherence • Fraud prevention, RBI Audits, inspections and monthly reporting• Responsible for handling customer escalations at the teller counters and ensuring of delivery of quality customer service• Daily verifications of all transaction vouchers and error free work• Organize training for the staff for new processes, polices and guidelines• Generating daily compliance reports and inspection of KYC documentation • Responsible for overall branch operations, audit and sales parameters

• Worked as a Teller in a high volume branch • Handling of cash receipts & payments & ensuring transactions are carried out within the prescribed TAT without errors• Cash balancing, vault management, cash bundling, processing of retail forex posting, gold sales, prepaid cards, issuance of DD / MC, fund transfers, FD, RD, CASA account closures, salary uploads & cheque outward clearing including FCY cheques within the prescribed TAT without errors.• Large cash transactions, identification & closure of Temporary over draft accounts, high cheque returns accounts, local stationery indent & stock management, server data backup tapes, exchange of vault keys of other branches, vault content register, customer detail updating.• Fortnightly reporting of cash transaction over 10 lacs & suspense / TOD / suspicious transaction with AML register, forex transaction reporting, suspense, deferred & payable / receivable accounts reporting.• Filing & maintenance of MC / DD stub copies with stock register, salary upload confirmations, gold sales invoice copies, backup tapes, record of expense / payment / reimbursement• Customer relationship/handling, promotion/marketing activities, banking, billing & have a brief idea of sales tax, income tax, service tax, logistics/transport, labor department.• Strict adherence to the process and procedures laid down by Bank and RBI

Organization : Citibank NA, GurgaonDesignation : Senior Customer Care ExecutiveDuration : May 2010-April 2012KEY RESPONSIBILTIES:• Handling queries/complaints and escalations of Citibank Indian customers for their Credit card, Savings and Current Account relates queries on the calls• Cross sell Citibank products-such as credit cards, bank accounts, Fixed Deposits, Personal Loan, Home Loan, Insurance etc.• Ensuring compliance with the terms and conditions and educating the same to the customers

Organization : American Express Private Ltd. BPO GurgaonDesignation : Senior Customer Care ProfessionalDuration : September 2007-November 2009KEY RESPONSIBILTIES:• I was in E-mail Servicing Team and served the US based customers for their credit card and account related queries• Provided end to end customer service through emails and calls to US based American Express customers• Handled high volume of email queries and provided satisfactory resolution by coordinating with different departments of American Express• Received Customer appreciations many times for providing timely and delightful resolution

• Handled calls of the US Citibank Credit Card Customers, answering their credit card queries and selling Citibank products on the call• Ensuring customers get first contact resolution and delightful customer care experience• Maintain high level of communication skills with the US customers and clients• Groomed and guided new staffs on their On -job training