Dharmesh S Email & Phone Number

Mumbai, Maharashtra, India

As a Senior Manager in Priority Banking at Standard Chartered Bank, I focus on building and deepening relationships with high-net-worth customers to enhance wallet share and drive revenue growth across various financial products. I prioritize delivering exceptional customer service to ensure long-term satisfaction and retention while managing the portfolio to minimize attrition risks. My role involves acting as the primary point of contact for clients, maintaining a thorough understanding of their profiles and banking needs, and achieving cross-selling targets. I also oversee customer onboarding, implement effective sales strategies, and ensure comprehensive customer coverage by organizing events and updating sales performance metrics. Additionally, I emphasize compliance with regulatory policies and operational risks to uphold the integrity of the banking process.

Mumbai, Maharashtra, India

Responsible for managing High Net Worth clients along with a team of Financial Advisors and a Regional Sales Head with a total Portfolio of Affluent customers including Wealth Management (90%) and Current Accounts (10%). Engaged in Income budget allocation, product target allocation, business plans, achievement forecasting & ways to conduct the same.Developing and reviewing Investment Strategies for HNW Customers, analyzing the risk and returns of the investments, and creating customized Investment policy statements for clients' investments through Wealth Advisory proposition & platform. Working closely with other Relationship Managers and guiding them on product knowledge, client interaction, and conversion.

Mumbai, Maharashtra, India

Accountable for generating Sales Leads for financial services, identified customer needs and provided them with appropriate solutions to enhance customer satisfaction and experience.

Mumbai Area, India

During this tenure, managed the NRI Classic Portfolio including the acquisition of new customers and enrichment of the existing customer base, entire portfolio analysis, 360-degree wealth management and performing need analysis of HNI & Ultra HNI Clients. Provided advisory on third-party and non-third-party products to HNI clients as per their lifestyle, risk profiling and requirements basically through the financial planning process. Successfully achieved financial goals of the clients through various product lines like LI, MF,GI, FD, FCNR and other liabilities and assets products. Also handled Inward & Outward Remittance and helped Branches in Promotional & Lead generation activity for NR accounts to meet NR budget target. Assisted and trained the branches on NR Products and Processes.

Hyderabad Area, India

Worked on 2 projects: * Corporate Actions & Dividends - Administration of corporate actions and banking-effective processing of cash and stock positions to clients and internal trading accounts.* International Wealth Management - Responsible for the processing and administration of all investment business written by Independent Wealth managers across the globe

Hyderabad, Telangana, India

Led & managed a team of 12 members to enhance customer services, planned and allocated work and targets in terms of revenue & customer acquisition.Worked on queries related to Payments, Promotion, Credit Balance, Fraud and Compliance COE and prepared reports. Also liaised with Credit Bureau Agencies and exchanged customers score ratings and updated the system accordingly.

Master Of Business Administration (Mba), Finance, General, C

Bachelor Of Commerce - Bcom