Hemis Kothari Email & Phone Number

Leading a team of 12 Relationhip Managers to achieve targets while maintaining delivery, service and audit standards. Monitoring, Motivating and Coaching team members with continuous evaluation and feedback.Implementing business level strategies and providing inputs for marketing initiatives at product level. Leading the growth targets for Assets under Management (AUM) through Investments, Insurance and Portfolio Management Services of the PowerVantage Channel.

Offering Comprehensive and Customized Financial Planning and Investment advisory using special Wealth Management software for establishing need-based investment products.Nurturing existing and establishing newer client relationships from the existing base of PowerVantage account holders.Achieving product based sales targets with highest audit and compliance standards.

Being single-point contact for all the financial needs of clients by providing a spectrum of financial services (Investments / Insurance / Savings Accounts / Current Accounts).Forging existing relationships and acquiring new clients having high net-worth. Generating cross-sell business from high-income salary accounts and self employed professionals.Meeting business and revenue targets by providing investment, insurance, personal banking and wealth management services.Significant Achievements at ABN AMROCertification for participation in the ‘INSEAD – ABN AMRO India: Innovation in financial planning & Wealth Management in Asia program held at Singapore.Qualified and recognized for my performance and toured Malaysia as a ‘Super Achiever’ for mobilizing over 10million in equity mutual funds.Selected to represent ‘Personal Banking’ department under the leadership of Mr. Deepak Varghese (Ex Regional Consumer Banking Head, West) to introduce reforms in various business facets.

HDFC Bank Ltd, Mumbai, IndiaPersonal BankerHandling complete day to day branch operations.Cross-selling all products of the bank; with increased exposure to Mutual Funds, Insurance, Mortgages, Fixed Deposits and Credit cards.Building and maintaining relationship with new and existing clients to provide advisory services.Significant Achievements at HDFC Bank.Recognized as a ‘Star performer’ for cross-selling products such as Home, Auto and Personal loans, loans against securities like Mutual funds and Insurance.

Led a team of auditors for conducting audits for companies listed on Bombay Stock Exchange and other large corporations.Performance analysis using management accounting ratios, confirm authenticity of accounts, stock valuation and verificationDuties included finalizing accounts and other miscellaneous tasks related to Financial Accounting and Taxation.Assisted individuals and corporations in filing tax returns and other financial accounting procedures and handling of Income Tax assessment procedures.Routine Company matters such as Incorporation of companies, filing annual returns etc.Significant Achievements at S.R Divatia & CoDeveloped a systematic control mechanism for monitoring salary accounts Regular liasoning with Income Tax officials and ensuring achievement of desired goals in minimum time.Organizing seminars on topics of current interest by eminent speakers from companies like Tata International, ICICI Bank Ltd, CARE etc.