Overseas Retail & NR Structured Product, Affluent Business

Managing a team of premium RMs and guide and mentor them for better customer engagement. Key roles include review of RM portfolio management and driving initiatives to improve book growth, recruitment and training of Relationship Manager.Monitoring quality sales and processes in the Relationship Managers portfolio

Responsible for increasing liabilities size of relationship via balances in the account of existing NRI customers and enhancing customer profitability.Assist in the investment portfolio of customers between different asset classes, reviewing clients portfolio and increase in revenue create AUM building opportunities

Managed relationship of 230 Privy client groups ( HNI and ultra HNI client).Managing the HNI clientele of the bank. Being a one stop shop for all their financial needs. Partnering them in their success on part of the bank ensuring revenue generation for the organization as a whole.

Managing a portfolio of HNI clients of the bank. Taking care of their financial needs and cross selling the bank products and services as required. Also managing branch operations in terms of processing of Account opening forms and customer instructions, being locker custodian, execution of trade and forex transactions and help in achieving over all branch targets.