Roles and Responsibilities:• Developed and expanded relationships with High-Net-Worth Individuals (HNIs), driving significant growth in liability accounts and commercial asset acquisition.• Cross-sold bank products to existing customers, increasing product penetration, and contributing to branch profitability.• Introduced new products to clients, leading to increased product adoption.• Collaborated with group companies to offer comprehensive financial solutions… Show more Roles and Responsibilities:• Developed and expanded relationships with High-Net-Worth Individuals (HNIs), driving significant growth in liability accounts and commercial asset acquisition.• Cross-sold bank products to existing customers, increasing product penetration, and contributing to branch profitability.• Introduced new products to clients, leading to increased product adoption.• Collaborated with group companies to offer comprehensive financial solutions, strengthening customer retention.• Resolved customer complaints efficiently, improving turnaround times and overall client satisfaction.Key Achievements and Awards:• The only Management Trainee Awarded the Star Award and Super Six Contest Winner within two weeks of book mapping for exceptional performance.• Consistently exceeded sales targets, contributing to significant revenue growth and enhanced market share.• Led initiatives that resulted in a marked increase in HNI customer engagement and cross-selling opportunities Show less

Roles & Responsibilities• Portfolio Management: Created portfolios for 40+ clients from scratch, manually.• Performance Analysis: Calculated alpha and performed blended benchmarking.• Portfolio Realignment: Unwound and winded holdings from client's old basket to new one.• Refine financial models using advanced excel functions such as SUM, NPV, IRR, VLOOKUP, and Data Solver.Key Learnings and Achievements• Increased Operational Efficiency by 20-25% by creating an excel… Show more Roles & Responsibilities• Portfolio Management: Created portfolios for 40+ clients from scratch, manually.• Performance Analysis: Calculated alpha and performed blended benchmarking.• Portfolio Realignment: Unwound and winded holdings from client's old basket to new one.• Refine financial models using advanced excel functions such as SUM, NPV, IRR, VLOOKUP, and Data Solver.Key Learnings and Achievements• Increased Operational Efficiency by 20-25% by creating an excel format which would simplify complicated calculations.• Recommended business development CRM tools to use which will help in increasing prospecting clients through LinkedIn and Cold calls/mails.• Built a step-by-step guideline for freshers and recently promoted Relationship Managers to teach how they can use the tools.• Developed a comprehensive portfolio management excel & played crucial role in enhancing the overall efficiency of the investment process. Show less