Pritha Ray Email and Phone Number

• 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

• 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

• 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