Delivering specific operational processes/activities relating to the management and type of collateral being handled, and in accordance with established policies, procedures and regulations. Speciality activities are related to the types of collateral being managed including safe keeping.tracking/reporting, perfections, continuations, releases, etc.

Experienced financial analyst with nearly 10 years of experience in Capital Markets, Fixed Incomes, Trade Life Cycle, Derivatives, Margin Operations both in OTC and Repo, Settlement and reconciliation with experience in usage of industrial applications and change management. Successful migration of NY repo and OTC operations to Toronto.

• Acted as a first point of contact to Axis bank Priority customers and facilitated banking advisory and customer services • Proactively engaged with clients and various stakeholders in the branch and delivered an outstanding service experience through completion of various banking transactions including equity and derivatives• Contributed to team results by listening and spotting opportunities to offer additional advice• Proactively took the ownership to resolve and prevent client banking problems• Managed risks by adhering to compliance routines, processes, controlled and protected client and shareholder’s interest while completing transaction• Actively involved in training customers about various banking products on digital platform

• Coordinating between various sales team across Regions in India.• Controlling leakages between Lead closed to Account opened through Management Information System (MIS) & concalls.• Following-up with sales executives and assisting them in closing leads.• Made daily MIS for various campaigns undertaken by the company to promote the product.• Made MIS and provided to Sales Team at Circle , Cluster and Branch level too for Focus Days /local drives.• Handling customer queries and escalating the unresolved queries to next hierarchy.• Analyzing various MIS and highlighting non performance /concerns to Regional Head-West and Circle Managers.• Suggesting training content to the training team for pitching sales and customer expectations.

• Managed a team of 20 tele calling executives and ensured correct order placement and achievement of targets• Motivated the team to ensure smooth functioning of Call and Trade operations• Lead the team to achieve set business objectives and Key Performance Indicators (KPI)• Reviewed periodical reports and handled Audit queries and compliances• Monitoring performance of the team and to redress grievance of the client• Preparing MIS of the team’s performance on a regular basis and updating top management

• Acted as a first point of contacted to HNI & NRI customers, facilitated advisory and customer services to Axis Bank’s Priority clients.• Handled client portfolio & advised them as per their requirements.• Participated in Client interaction including interaction with different departments of the organization.• Took customers through the process of on-boarding. • Understand various advisory reports and dissemination of house views to the clients.• Advised and sold Mutual Funds & Subscription besides equity market products to clients as per their needs.

• Involved in enhancement of the relationship by cross-selling products and services as per the profile and need of the customers.• Handled client portfolio & advised them as per their requirements.• Liaised with client and various departments of the organization.• strong relationships with HNI and corporate clients.• Maintained relationships with business customers and providing assistance with the problems encountered.• Planned and coordinated the activities of sales staff and assisting in achieving the targets.• Anticipated and forecast business specifications against financials and performing ratio analysis.• Engaged in retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

• Involved in delivering lectures on Economics to Under Graduate students. • Evaluated and analyzed student assignments, and paper work.

• Acted as a Equity and Derivate Dealer.• Reviewed various advisory reports and dissemination of house views to the clients.• Prepared trade files and processed them as per bank's general procedures.