Senior Wealth Manager
Iifl (India Infoline Group)
Sep 2017 - Feb 2018
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Pritha Ray Email & Phone Number
Strategy | Bank of Maharashtra | IIM Lucknow
1 work email found
@hdfcbank.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Role
Strategy | Bank of Maharashtra | IIM Lucknow
Location
Pune, Maharashtra, India
Who is Pritha Ray? Overview
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Quick answer
Pritha Ray is listed as Strategy | Bank of Maharashtra | IIM Lucknow based in Pune, Maharashtra, India. AeroLeads shows a work email signal at hdfcbank.com and a matched LinkedIn profile for Pritha Ray.
Pritha Ray previously worked as Senior Wealth Manager at Iifl (India Infoline Group) and Relationship Manager at Axis Bank. Pritha Ray holds Master Of Business Administration (Mba), Marketing & It from Iim Lucknow.
Company email context
Email format at hdfcbank.com
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{first}.{last}@hdfcbank.com
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Profile bio
About Pritha Ray
Pritha Ray is a Strategy | Bank of Maharashtra | IIM Lucknow.
Listed skills include Marketing Management, Data Warehousing, Data Mining, Market Research, and 21 others.
6 roles
Pritha Ray work experience
A career timeline built from the work history available for this profile.
Relationship Manager
Mar 2016 - Aug 2017
Relationship Manager
• Managing and maintaining portfolio of High Net Worth customers (HDFC Bank Preferred Banking Program) • Handling entire managed portfolio of 10+ Crs and achieve target in terms of revenue and income • Increase the liability book and investment AUM portfolio size through deepening existing customers and new acquisition• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNW relationships• Increase product penetration and exit barriers, by cross- selling more number of products per client• Ensuring the highest levels of service to the HNW customers - 360° client engagement• Ensure quality of sourcing by acquiring Potential Preferred Clients• Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1)• Financial planning & Investment Advise• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc• One-point contact for all requirements of HNW customers in the Branch• Adherence to Bank policies and guidelines such as KYC & AML• Compliance Activities: Custodian of physical keys for Welcome Kits Locker
Aug 2014 - Aug 2015
Business Development Manager
• Spearheaded the corporate relationship program• Achieved business targets assigned in terms of enhancement of business in Delhi & NCR region• Manage the full sales lifecycle from initial client identification through to contractual signing• Present new products and services and enhance existing relationships• Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion• Present to and consult with mid and senior level management with a view to developing new prospect and business
Jun 2013 - Jul 2014
Post Graduate Student At Iim Lucknow
Jun 2011 - Mar 2013
Assistant Systems Engineer
• Worked as Assistant Systems Engineer• Prepared business reports as per client specifications needed for managerial decision making• Analysed and interpreted reports on SAP Business Object tool to provide additional insight
Aug 2010 - May 2011
2 education records
Pritha Ray education
Master Of Business Administration (Mba), Marketing & It
Bachelor Of Technology (B.Tech.), Information Technology
FAQ
Frequently asked questions about Pritha Ray
Quick answers generated from the profile data available on this page.
What is Pritha Ray's role at their current company?
Pritha Ray is listed as Strategy | Bank of Maharashtra | IIM Lucknow.
What is Pritha Ray's email address?
AeroLeads has found 1 work email signal at @hdfcbank.com for Pritha Ray.
Where is Pritha Ray based?
Pritha Ray is based in Pune, Maharashtra, India.
What companies has Pritha Ray worked for?
Pritha Ray has worked for Iifl (India Infoline Group), Axis Bank, Hdfc Bank, Thyrocare Technologies Ltd., and Indian Institute Of Management, Lucknow.
How can I contact Pritha Ray?
You can use AeroLeads to view verified contact signals for Pritha Ray, including work email, phone, and LinkedIn data when available.
What schools did Pritha Ray attend?
Pritha Ray holds Master Of Business Administration (Mba), Marketing & It from Iim Lucknow.
What skills is Pritha Ray known for?
Pritha Ray is listed with skills including Marketing Management, Data Warehousing, Data Mining, Market Research, Marketing, Marketing Strategy, Services Marketing, and Product Management.
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