Jayesh Warrier Email & Phone Number

Mumbai, Maharashtra, India

Responsibilities:Leading a result-oriented team of 32 people and is responsible for managing the Branch.Profitability, ensuring high-quality service and Customer Relationship Management, Operation, and risk.Own all branch-banking objectives and overall branch supervision.Ensure achievement of overall Branch Targets by generating business and cross-sales.Key Customer Relationship Management and amp; supervision of all High Net Worth customer programs.Ensure all components of the branch sales model function as per design.Complaints Handling.Review Branch Operations reports.Managing teller operations and vault.Branch Merchandising and amp; co-ordination with Marketing at the product level.Review vault register and Key Registers.Review Suspense and amp; Dummy accounts.Ensure compliance with Banking rules, Regulations, and amp; Procedures.Periodic review of progress vs. objectives ensures clarity of Business.

Mumbai

Promoted to Assistant Vice President - Relationship Banking Head, handling a team of 7 Relationship Managers with Portfolio size of 1️⃣3️⃣0️⃣0️⃣CR in HDFC bank.Train & Supervise Imperia & Preferred Relationship Mangers.Regular joint calling on high net worth clients along with Relationship Manger to ensure cross-sell of products as well as to create multiple touch points for the client to ensure continuityConduct daily morning huddles to discuss daily plan and agenda for RMsMonitoring quality sales and processes in the Relationship Managers portfolioTraining of new employees and playing key role during several banking conversions and operational helpHave received many branch level awards also have been successful in Qualifying for MDRT award 10 times in a row.

Mumbai

Promoted from ICRM to RBH - Relationship Banking Head, handling a team of 7 Relationship Managers with Portfolio size of 1️⃣2️⃣0️⃣0️⃣CR in HDFC bank.Train & Supervise Imperia & Preferred Relationship Mangers.Regular joint calling on high net worth clients along with Relationship Manger to ensure cross-sell of products as well as to create multiple touch points for the client to ensure continuityConduct daily morning huddles to discuss daily plan and agenda for RMsMonitoring quality sales and processes in the Relationship Managers portfolioTraining of new employees and playing key role during several banking conversions and operational helpHave received many branch level awards also have been successful in Qualifying for MDRT award 7 times in a row.

Mumbai, Maharashtra, India

Managing Imperia portfolio of Ultra Hni Customers and Small and Mid Sized CorporateEnhancing Portfolio size and wallet share of existing customers● As a Imperia Relationship Manager, I handle a portfolio of book size of 2️⃣5️⃣0️⃣CR accords CASA & TD● Profiling Customers and provide financial products to meet customer needs ● Increase penetration on Trade Forex & securities clients which gives recurring income.● Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs.● Increase liabilities size of relationship via balances in accounts of existing customers ● To Enhance & Retain customer profitability by capturing larger share of Wallet ● Ensure profitability of the portfolio: Generate high Income per Customer ● Acquire new customers who meet product criteria through cross-referencing.● Achieve all assets cross sell parameters by cross selling to portfolio clients.●Service all clients at same time find cross sell opportunities to increase wallet share.

Dubai

Handling more the 1000 super HNI customers of UAE Exchange Centre Taking care of their remittance requirement with relationship managementWealth ManagementSelling Saving products of different banks and National Bonds CertificatesAdding values by registering new corporate clients and smart pay (WPS) CompaniesOpening premium accounts for major Indian banks

Mumbai

 Manage a Team of Sales Executives for New Customer Acquisitions for Online & Offline Equity, PMS, Commodities & Mutual Fund. Asset Acquisitions & Revenue generation by guiding the clients in Cash Market, Future & Option, Commodity market. Providing training and monitor developmental needs of executives in the team. Set targets for executives, review these and consistently raise them. Arranging events to generate new business.  To achieve expected sales target on a consistent basis through own team of executives. Review of the performance on daily & monthly basis. Supervise, train & develop various activities with constant focus on monthly targets.  Maintenance of MIS relating to performance of each individual of the team  Interface with key strategic initiatives in Sales Management including controls, systems, incentive models, recruitment/anti-attrition and others.  Drive Monthly Sales Targets.  Achieve required sell targets and productivity per head count.