Mohit Narayan Email & Phone Number

Delhi, India

Noida, Uttar Pradesh, India

Noida, Uttar Pradesh

Noida Area, India

United Arab Emirates

• Assisting Bank’s Rakelite Portfolio (High Net Worth) customers in UAE region by explaining the financial services ensuring they take the right decisions with their accounts • Managing liability portfolio size of 20 million and AUM size of 2 million along with Mortgages Loan, Auto Loan , term loan and Credit cards• Successfully achieving Rakelite NTB accounts and increasing Liability value of the Portfolio• Efficiently following up to ensure ongoing compliance as per approved terms/conditions and successfully selling third party products insurance, mutual fund, Bonds into the portfolio and generating income• Selling Mortgage product, Credit Card, Term Loan, and Auto Loan into the portfolio and increasing wallet share of the bank.• Encouraging client to move onto digital platform through mobile banking and internet banking• Ensuring the hygiene parameter of the portfolio by maintaining ineligible groups and increasing customer to group

• Handling a portfolio worth 50 crores spanning both SME & retail segments• Responsible for acquiring, servicing & retaining high net worth customers for bank’s liabilities & asset business• Handling both savings & current accounts depending on customer profile• Expertise in selling all kinds of products across Liabilities, Retail Assets, Business Banking, Forex etc• Responsible for enhancing & Upgrading HNI relationships by cross selling Trade Forex, Bank Guarantees & Letter of Credit • Building winning relationships by providing customers comprehensive financial planning & tailor made products & services• Coordinating with processing/product teams for timely resolution of customer queries resulting in absolute customer delight

New Delhi Area, India

o Provided advisory relating to financial planning for HNI wealth customer having minimum CRV of 25lakh with bank.o Providing business banking solution like Business Loan, LC, BG, Term loan to self employed wealth customer o Maintained client database, working closely to maintain relationship and maximize referrals and sales opportunities with existing data base of client.o Guiding Customer Service Managers in generating leads and fixing meeting.o Conduct comprehensive review of client portfolios, including meeting with clients to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions

Responsibilities-Administration and Supervision of the branch operations with regular consultation with Regional and Head Office.Strict implementation and compliance by branch of directives from HO and exchanges as received from time to time. Assessing and proper application of Risk managementExecuting and getting front and back-office work carried out efficiently Coordinate and liaise between research heads & the investors regarding the research reports concerning their portfolios.Account Reconciliation, Fund /Securities Administration (Payin/Payout), Report Customization, Manual statement entry (consolidated reporting), for clients and Performance generation (Brokerage) for team members (sales side)Assessment and proper application of Risk management.New entrant in Mandate based promotion of products as per client requirement. (Investment Banking & Corporate Finance).

Financial investment consulting to clients for Primary and Secondary marketPromoting Retail Business as well as franchise Development Relationship management with clients and our Business AssociateCoordinating with Risk Management department for Risk management

equity advisory

Responsibilities-Financial investment consulting to clients for Primary and Secondary marketPromoting E-TradingGiving corporate presentationsConsulting retail customersRelationship management with clientsE-Trading Product refinementCoordinating with Risk Management department for Risk management

Responsibilities-Driving Sales initiatives for E-Trading accountsConsulting clients for investment in share marketIdentifying key customer accounts and strategically securing profitable business for organizationRelationship management with customers

Pgdba, Marketing & Finance

Mba, Finance & Marketing

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