Supervised Wealth Manager’s for achieving their targets via B2B2C & B2C business. Provide paperless experience to Ultra HNI and HNI customers in the Fintech environment. Provide wealth solutions, financial planning, portfolio management, liquidity management, portfolio re-balancing, risk, and performance management to clients for generating profits. • Achieved my portfolio target by bringing clients of 270 million to the company.• Managed a team of 3-4 Wealth Managers in my location.

Managed a team of 4 Wealth Manager’s to achieve the Asset Under Management and revenue targets. Recruiting & providing training and guidance to Wealth Managers for personal development and knowledge enhancement. Provided clients wealth solutions, financial planning, Real Estate, portfolio management, liquidity management, portfolio re-balancing, risk, and performance management to Ultra HNI and HNI customers for generating profits.• Successfully sold two commercial properties to the clients in real estate of 3 million.• Handled the portfolio of 5 million and increased it by 10% during my tenure in the company.

Acquire new customers for liability accounts and third-party products by effectively managing the sales team of 10-15 Sales Executives in 2-3 Branches. Provide regular training on products and selling skills to the sales unit. Recruit staff for sales unit as and when required. Developed strong client relationships for sustained business growth and customer satisfaction.• Retained the CASA portfolio of 100 million and increased it by 10% annually.• Also, achieved my CASA targets with 8% annual growth.

Acquired new customer for current & saving accounts and other bank products by effectively managing the sales team of 4-5 Sales Officers in the Branch. Also, plan and arrange marketing activities for bank and sales promotions and instruct the sales team to implement in field. Cross check, review and approve product forms or applications as per KYC & AML policy and guidelines of the bank.• Launched the Bank and branch in my city with proper infrastructure management and collaboration with the departments of the bank.• Promoted the new branch from Zero to 100 million in the first year with proper teamwork.

1. Team Management:• Training of Existing and New CSE’s (approx. 500-600) in the Uttar Pradesh Region daily.• Ensure branch wise recruitment of number of CSE’s as per the plans.2. Audit Regulations:• Ensure appropriate levels of Sales Audit implementation across the region.• A KYC regulation across verticals needs to be monitored on an ongoing basis. • Ensure the Bank's policy matters are clear to all in the region and there is enough check on all for any kind of deviations.• Ensure proper monitoring of CRM with effective lead management and timely actions taken via MIS publications to bridge the gaps.3. Target Achievement:• Ensure that the basic productivity levels of the CSEs across the verticals are met and if at all there are any gaps a proper action plan is made and executed.

1. Coordination for sales:• Ensure effective sales support - coordination with national support team, other department's viz. Finance & HR to ensure effective and smooth processing of offers, salary and incentive uploads in the region.• Sales Audit process & team building efforts through random checks and corrective action.• Monitor zonal costs and expense monitoring.2. Liaising with internal and external stakeholders:• Vendor Management• Liaise with regional teams for traction in business.

Drive multiple Bank Branches for acquiring bank products like Current Account Numbers, Value, and cross sell products (LI, GI, etc.) via Team of Executives. Lead a team of 5-15 Sales Executives in multiple branches. Plan and strategize marketing initiatives for bank and sales promotions for expanding customer network by innovation & planning of Sales. Inspect, review, and approve current account and other product applications as per KYC & AML policy and guidelines of the bank.• Achieved my 100% annual targets with proper planning and team management.• Managed a team of 15-20 Sales Executives at 3 branch locations.

Spearheaded a team of 35-40 sales executives across multiple branches for Current Account Sales. Sourcing Current Account Numbers, Value, and cross sell products (LI, GI, etc.) via Team of Executives. Administered the process of KYC Documentation, CPV (Customer Point Verification), AML (Anti Money Laundering) and EDD (Endue Diligence) for account opening operations. • Achieved my 100% annual targets with proper planning and team management and increased it by 5% annually. • Managed a team of 35-40 Sales Executives and Team Leaders at 5 branches in 5 cities.