Manage banking and investment advisory needs of existing High Networth Individuals, typically CXO-level clientsAcquisition of new clients (individuals/corporates) through references from existing clients, or extending wealth management services by exploring cross-sell opportunities Engage with clients to understand their profile, financial needs and risk appetite; recommend financial plan and investment portfolio comprising products across asset classesPeriodically review customer needs and re-plan asset allocation depending upon the needs and prevailing financial markets conditionsReview product penetration across banking and investment products for the assigned client baseFocus on business development across assets, liabilities and fee-based banking products to sustain and contribute to the overall performance and profitability of the branch

Sales and Business Development for Nigeria and GhanaStrategize, develop and manage Channel Partner network for business expansion in West Africa market

Developed growth strategy for Genpact’s Banking and Financial Services (BFS) vertical – covered review of existing offerings, assessment of market opportunities and identifying prospective clients in Europe

Worked with Financial Deals Team (FD), an online business information provider on Corporate Finance deals – mergers & acquisitions, private equity and venture capital investments, capital raising activities (public offerings and private placements) and strategic partnerships.Responsibilities: Business Research, Quarterly Business Insights Report, Team management, Project Management, New Product Development and Sales Support Business Research• Quarterly Business Insights on trends in M&A, venture financing and capital raising deals activity in TMT and Consumer Packaged Goods IndustriesProcess Management• One of the founding members of FD; experience of setting up business processes and scaling up team• Responsible for defining research methodology, client queries, and competitor benchmarking • Designing database specifications, back-end tools and MIS ToolsProduct Development• Conceptualized and developed new online reports, resulting in recurring revenue to the BUTeam Management• Led a team of 25 members comprising Analysts, Associate Analysts and Research Associates• Founding member, Leadership Development Council, set up for creating second line of managers