Mohit Chopra Email & Phone Number

Chicago, Illinois, United States

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Chicago, Illinois

Worked directly with head of U.S. markets and chief operating officer to transition and lead division, collaborating with senior leadership while concurrently providing insight and steering direction of future company sales growth and ongoing development. Established local markets, reporting resources on process improvement, special initiatives, and strategic and tactical priorities. Served as national liaison for internal referrals, accounting for 80% of all new names from lines of businesses. Closed business from internal referrals, resulting in over $10B of new business for 2021 and 2022.• Achieved four-year CAGR growth of 15%, 109% of sales plan for 2021 and 145% of plan in 2022, exceeding expectations. Consistently interfaced with corporate and institutional banking and retail banking to drive more business.• Spearheaded multiple projects by leading work streams for PNC Private Bank rebrand 2.0, serving as business leader for Salesforce rollout, as well as directing client and prospect presentations, internal partner programs, campaigns, and sales planning.• Served as business leader and liaison for business succession project and rollout since 2018.• Represented Private Bank on various committees comprised of senior leaders from all lines of businesses, representing strategic thinking for 2022 and beyond.• Transformed business development role of client advisor’s performance to effectively lead change and gain commitment of partners, with focus on new client revenue, achieving 55% YOY new clients from 2017 to 2018.• Led and served on various projects for Diversity and Inclusion Council.

Washington D.C. Metro Area

Rapidly promoted based on performance to lead, train and supervise team of 12 Relationship Managers, overseeing portfolio management, prospecting and client development serving businesses within Metro DC region. Create, monitor and encourage achievement of revenue and development targets, serving as point of contact to resolve issues when they arise regarding proposals, pricing, and related needs.• Spearheaded household acquisition project to increase market share and penetration into business households, which entailed resolving gaps in go-to-market strategy, and implementing new training and processes for 150 employees, resulting in 15% Month-over-Month increase in acquisition.• Achieved new rank from bottom 5% to the top 5% across the organization, transforming the performance of three different teams based on overall revenue production.• Served as mentor and coach for Relationship Managers, motivating and helping promote to leadership, product manager, and business development positions.• Delivered training curriculum to new and existing hires, serving as advisor and leader with integrity.• Elected President of Southeast Business Banking Advisory Board, initially serving on board and responsible for updating strategies to effectively reflect business changes, working closely with enterprise-wide business banking group leaders.

Washington D.C. Metro Area

Managed and oversaw all aspects of relationship management, business development and assisted for portfolio of more than 250 clients. Advisor to C-level executives on risks involving financial modeling, cash flow analysis, M&A, sales growth, liquid asset management and loss mitigation. Ensured quality and regulatory compliance.• Recognized and selected to lead post-acquisition integration of two smaller-sized banks in Pittsburgh and Cleveland in 2009.• Recognized for top production in 2009, 2010 and 2011.

Washington D.C. Metro Area

Leader for retail sales team, being promoted to oversee performance and development of 21 licensed sales professionals across 10 different branches. Supervised successful delivery of products and services including mortgage, lending, credit, and banking.• Consulted to change team perception and productivity, establishing increased accountability and providing coaching which resulted in 10% YOY sales increase and 130% more in area monthly sales over eight months.• Selected by senior management to lead campaign focused on increasing wallet share of affluent and high net worth, commercial, and small business clientele, achieving the rank of 2nd for overall revenue production.

Mclean, Virginia, United States

Recognized by senior leaders and quickly promoted from assisting and referring customers to managing and growing $60M book of business compromised of loans, investments, and deposits. Prospected to identify and locate qualified leads, closing new business for mortgages, investments, trusts, and small business products.• Consistently exceeded sales and service goals each quarter, being ranked among top 1% of Financial Specialists in Capital West Region.• Conducted and led presentations and management meetings to analyze loans, deposits, and investments, collaborating in discussions to develop effective growth and acquisition strategies for implementation.

Bachelor Of Arts (B.A.), Economics

Advanced Banking

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