Accomplished professional with over 21+ years’ of experience in Wealth Management, Consumer banking ,Stock Broking and corporate advisory with exposure in handling leadership roles roles especially in setting up Wealth Management business, Sales & Distribution channels, Products & Channel Management with P & L responsibility . Extensive experience in managing UHNI & Corporate Sales, Wealth Management, Equity Dealing, Loyalty, Cross-Sell, Customer Services, Quality & Operations across products. Current role involves driving front end sales on NRI Corporate deposits & Financial Guarantees. Experience in managing NRI Corporate advisory also have set up Wealth Management Platform not only in HNI space (Fullerton Wealth- Temasek Holding Co.) but also with large Retail distribution platforms (Aditya Birla Financial Services).Excellent knowledge of Bank Liabilities, Wealth Product : Fixed deposit, Structured products, Capital Guarantee products ,Internet Trading, Margin Trading Funding, IPO Financing, Promoter & ESOP Funding, LAS, Home Loan, LAP, MF, Business Partner, Real Estate sales and Alternate Channels.Specialties: Extensive experience in managing UHNI & Corporate Sales , NRI Services, Capital Market and Wealth Management.
Listed skills include Equities, Strategy, Relationship Management, Cross Selling, and 17 others.