Deepa Dattani Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Mumbai Area, India

Handling Ultra HNI clients managing book size of INR 4000+ CroresTo be a single point of contact for any banking requirements of UHNI and the Relationship Managers forclients service needs pertaining to Banking , Investment & Demat Trading Portfolios Managing Operations and Client Servicing with a sound understanding of Wealth Propositions and ProductsGood understanding of regulatory guidelines applicable to Portfolio Management Business, Mutual Funds, Private equities, Alternate Investment Funds , Investment advisory guidelines etc.Daily tasks involve Client Relations, , Online Redemptions, Purchases, Transfers, Risk Profiling, Family mapping, Deferrals Exception handling, MIS Reporting, Timeline adherences, Creating/Premature Breaking of Term Deposits, Compliance adherence. Monitoring all daily liability operations for wealth client’s such as Cash requirements, door step Banking needs, Cheque referrals/clearing, RTGS, NEFT, Foreign Remittance etc. Smooth Processing of Foreign trade transactions such as OTT, Buyer’s Credit, LC/BG Issuance, FCY Cash etc.Liaison with team for Execution tasks like Static Data Change updates, Offline transactions, Fund house follow ups for statement, form filing, documentation, Coordinating with other Departments, Account Opening.

Mumbai Juhu Area, India

April-2016 to May 2018, Branch Sales & Service Manager Standard Chartered Bank in Juhu Branch Mumbai.Leading all Personal & Priority Banking Services of the branch of Walk In Clients.Solving their queries within TAT & ensure high customer satisfaction.Cross Sell all the banking & third party products to the client after doing a need analysis.Opening new savings A/c’s through referrals from existing clients.Achieving the revenue targets month on month.July-2013 to March 2016, Service Manager cum Back Up Teller, Standard Chartered BankLeading all Personal & Priority Banking Services of the branch. Single window closure of all cases of walk-in customer’s personal banking cases. Ensure high customer satisfaction index. Effectively manage difficult customer and issues resolve with best turn around time. Create cross-sell lead based on customer profile & refer to Relationship ManagerOperations Delivery of Teller function. Including, Dual control of Cash functions, Control of Security stationary, Review of processing entries and vouchers

Kolkata Area, India

Responsibilities:- Branch Sales Planning, Cross-sell Product, East zone MIS, - HO Level query co-ordinator, Achieved review on target, Designing contests for Relationship Managers- Sales plan preparation for FY12-13 for all branch- Provided timely MIS which helped monitoring month on month performance of all Relationship Mangers in East.- Audit of Sales Target Achieved in East branches- Updated MIS database of all 3rd Party Products

Kolkata Area, India

Responsibilities:- Portfolio and Wealth Management Plan of Retail Customers- Customer Wealth Plan Service engagement with 100+ Retail customers portfolio.

Kolkata Area, India

Responsibilities:- Monitor, Track & drive Direct Sales Team on Personal Loan- Recruit & train field team on Loan Product- Part of 1st Launch Team- Achieved loan portfolio from 0 to 65 in one quarter- Month on month P&L business kept on double digit growth.- Onboard of 100+ field team member

Kolkata Area, India

Responsibilities:- Monitor, Track & follow-up with Channel Sales Team on Daily Target,- Manage TAT at Back-end Process unit,- Maintain MIS and publish summary report- Increased file sanction rate from 25 to 65 per month- Introduced new zonal structure for performance measurement / competition- Introduced Sales Force Excellency drive for exec - Maintained file book & process TAT of 12 days

B.A. Hons In Political Science, Arts

Icsc