Deepti Khare Email and Phone Number

 Responsible for revenue generation from portfolio by advising NR clients with financial services and solving their complex needs about investments and off shore & onshore investments. One point of contact for NRI clients for their day to day banking needs. Products includes FCNR deposits, Forward Contracts, Mutual funds, Insurance, stock trading, offshore bonds &loans.

 Developing and implementing various need-based plans/strategies for maximizing profitability & target achievement and realizing organizational goals. Handling Bancassurance partner (ICICI Bank Wealth Management) of ICICI Prudential Life Insurance. Ensuring highest service standards are maintained for servicing of corporate clients and maintaining minimum turn-around-time.

 Managed client relationships of High Net-Worth Individuals with focus on building a strong client base and maximizing revenue for the organization. Handling Bancassurance partner (IndusInd Bank ) of Aviva Life Insurance Understand the range of products and conduct a deep analysis of the product on various parameters like the risk factor, period of investment, exit options etc to match them with clients’ needs and risk profile. Restructuring existing investment portfolios in line with the client profile, investment objectives, market trends etc

 Arranging Corporate Presentations and Managing Worksites for acquisition of new business. Designing Employer Welfare activities in Organizations like Health Checkups, Diabetic Management & Stress Management in co-ordination with Johnson & Johnson. Financial planning of Employees in organizations. Presenting Corporate presentations for Wealth planning & Investments Establishing mutual relationship with channel partner SMC, India Infoline