Dharmesh S Email and Phone Number
Seasoned & accomplished Banking & Financial Services professional and a Master of Business Administration (MBA) in Finance with 17+ years of progressive leadership experience in steering Sales and Revenue Generation across Personal Banking, Private Banking, Wealth Advisory, Product Management, Client Servicing, and rigorous Team Management. Accredited with developing comprehensive client portfolios through detailed analysis of market trends at all levels, thus creating value for clients and accomplishing Investment targets. Strategic leadership to acquire talent, cultivate values, impart training, and set clear performance targets to shoulder empowerment & delegations. EXPERTISESales & Business DevelopmentPrivate Banking Portfolio ManagementWealth ManagementHNI Client ManagementProduct ManagementRevenue Generation P&L Management Cross-Selling of Third-Party ProductsTarget Setting & Achievement Process Improvement Competition Analysis Team Management Mentoring & Coaching
Standard Chartered
View- Website:
- sc.com
- Employees:
- 76090
-
Senior Manager - Nr RmStandard Chartered Dec 2023 - PresentMumbai, Maharashtra, IndiaAs 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.
-
Wealth ManagerIcici Bank Apr 2021 - Dec 2023Mumbai, Maharashtra, IndiaResponsible 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. -
Senior Process SpecialistTata Consultancy Services Nov 2019 - Apr 2021Mumbai, Maharashtra, IndiaAccountable for generating Sales Leads for financial services, identified customer needs and provided them with appropriate solutions to enhance customer satisfaction and experience. -
Nri Personal BankerHdfc Bank Sep 2015 - Sep 2019Mumbai Area, IndiaDuring 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. -
Customer Service ExecutiveHsbc Nov 2008 - Sep 2015Hyderabad Area, IndiaWorked 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 -
Process Developer - Customer ServicingGe Money Servicing Nov 2004 - Apr 2008Hyderabad, Telangana, IndiaLed & 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.
Dharmesh S Education Details
-
Bachelor Of Commerce - Bcom
Frequently Asked Questions about Dharmesh S
What company does Dharmesh S work for?
Dharmesh S works for Standard Chartered
What is Dharmesh S's role at the current company?
Dharmesh S's current role is Senior Banking Professional | Senior Manager - NR RM at Standard Chartered Bank | Wealth Management | Private Banking | Sales | Revenue Generation | Personal Banking | Product Mgmt. | Client Servicing | Team Management..
What schools did Dharmesh S attend?
Dharmesh S attended Sikkim Manipal University - Distance Education, Osmania University.
Who are Dharmesh S's colleagues?
Dharmesh S's colleagues are Atul Sinha, Rajendra Kirjat, Daniel Tan, Saranya Nirmal, Moarabi Bennie Mushimehi, Haotian Wang, Khalifa Abdulai.
Not the Dharmesh S you were looking for?
-
Dharmesh S
Catalog Specialist | Program | Operations | Python | Stakeholder | Service Delivery | Data VisualizationChennai -
-
-
CA Dharmesh Jogi Co-Founder S K Fincap Advisors Pvt Ltd
!! Investment Banking !! Sebi Registered Category I Merchant Banker !! Largest Merchant Banker For Sale Of Npa Portfolio !! Securitization Through Ptc/ Da Transaction !! Fund Raising For Nbfc /CorporateMumbai
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial