Mridula Sengupta Email & Phone Number

AXIS BANK May 2020 till date CLUSTER HEAD - ASSET DESK MANAGER Currently assigned as a Cluster Head for Branch Asset Desk Managers with a team of 9 ASSET MANAGERS across 3 cluster & 2 strategic branches. Key responsibility consists ensuring * the achievement of the monthly budget alongwith the activation of designated resources in lead generation as well as facilitating the coordination between stake holders & seamless processing of business. * Also responsible for self sourcing of business of the ADMs & upgrade their knowledge of product & process through regular training.RBL BANK LIMITED RELATIONSHIP MANAGER - INSIGNIA PREFERRED BANKING Working closely with three Branch Manager and Regional Head- Insignia, for designing & deploying strategy for three branches.STANDARD CHARTERED BANK RELATIONSHIP MANAGER - PRIORITY BANKING Working closely with the Branch Manager and Associate Director for designing & deploying strategy. * Portfolio Management of Banks Priority Customers and updating them with the market updates from time to time. * Enhancing the liability book by acquiring new to bank customers. * Formulating & deploying plans to achieve sales target. * Achieving more than 100% of my cross sell targets month on month. RELATIONSHIP MANAGER - PRIORITY BANKING : NON - RESIDENT * Was responsible for the creation of new business and maintenance professional relationships with clients.* Through excellent customer service, built and maintained loyalty to the current clients of the bank. Kept the customers updated on the new products and services as well as latest FEMA Guidelines that will be a great help to them to be able to continue in its Clientele range growth alongwith cross sale of banking products PERSONAL FINANCIAL CONSULTANT * Portfolio Management PHONE BANKING EXECUTIVE * Responsible for servicing customers over phone Have always been at the top of the table for Revenue Generation in the Region. Nominated for Trusted Priority Advisor which is a Global Recognition Programme in 2012. TRAINING PROGRAMS ATTENDED Anti Money Laundering and KYC. FEMA accredited. Training on Cross Border Guidelines. ALPHA: The Wealth Management Training and Certification Programme. Insurance Training Programme- South Africa 2008 Insurance Training Programme- London 2009 Insurance Training Programme- Budapest & Prague 2015 Insurance Training Programme- Andaman 2017

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  Cluster Manager

  Axis Bank

  May 2020 - Present

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  Sangai International University

  Finance And Financial Management Services