Stakeholder Management - Asia, ANZ and US Markets under Macquarie Asset Management.

 Achieved a grade promotion. Additional responsibilities - Portfolio Review of Existing clients. Managed a Total Client base of around INR 6.5 billion.

Primarily catering to HNI and UHNI Clients for Portfolio Management Services. Managed/Built client relationships worth ~ INR 2 billion. Contributed to around 40% of the direct channel AUM. Spearheaded email marketing campaigns for roadshows. Liaised across cross-functional & international teams for DDQ/RFP preparations for institutional clients. Managed investor relationship roadshows across multiple regions including Bangalore, Kolkata and Mumbai.

I was primarily responsible for developing and maintaining banking relationships with a select group of HNI clients by providing them exceptional customer service, thus achieving targeted growth and service norms. Managed/Built a portfolio of ~ INR 20 crore comprising of HNI Clients. Exposure to a gamut of Retail Banking products, CASA/TPP/Assets/Liabilities/Trade & Forex. Operational effectiveness through AML/KYC.Liaised with the Credit Management team for rate approvals and case management.Bagged 2 coveted awards in RBB - 1. Coffee with Zonal head and 2. Certificate from Branch Banking Head.Contributed to the topline and the bottomline by coordinating with multiple verticals of Retail Branch Banking.Client Relationship Management/Strategy Building.

Bagged a Pre-Placement Offer (PPO) after the internship.Applied the following theories while doing Lobby management, Cold-calling and Field-work:SPIN, Sensory Marketing, Sales territory determination, Non-Verbal communication and maslow's hierarchy of needs and Successfully sold and cross-sold various banking products. Promoted digital products through digital demonstrations at the branch. Assisted the operations staff in lobby management.

 Gathered Authentic Data through Surveys. Curated the data to ensure its effective and efficient implementation. Got a firsthand experience of the Market Research Industry. Got an insight into the Consumer Behaviour.