Rinit Chudasama Email & Phone Number

Mumbai, Mh, In

India

Ghansoli, Mumbai

✯ Actively engaged in Relationship Management Hub to cater the service requirements of Burgundy Customers✯ Spearheading the Digital Relationship Managers (RM) to accomplish the set target of revenue (IPG and other cross sell) from the mapped set of customers allocated to him/her✯ Ensuring that the Digital RM’s facilitate premium customer service delivery to his/her mapped Burgundy portfolio✯ Leading the Digital RMs to work on CASA deepening and NTB lead generation along with… Show more ✯ Actively engaged in Relationship Management Hub to cater the service requirements of Burgundy Customers✯ Spearheading the Digital Relationship Managers (RM) to accomplish the set target of revenue (IPG and other cross sell) from the mapped set of customers allocated to him/her✯ Ensuring that the Digital RM’s facilitate premium customer service delivery to his/her mapped Burgundy portfolio✯ Leading the Digital RMs to work on CASA deepening and NTB lead generation along with offering NDIAS services✯ Steering Client Outreach programs, leading the NRI portfolio through client outreach and continuous tracking of client relationship entailing product, portfolio and banking requirements ✯ Instrumental in accomplishing Revenue Targets by achieving the monthly assigned revenue targets via competent cross- sales and generating fee income across Investment, Assets, Cards and Liability products✯ Ensuring optimum utilization of all applications, tools, and databases employed to process transparent end to- end client support; working on systems pertaining to Banking transactions and services✯ Steering efforts to ensure that internal control policies are adhered to and the organization's activities are performed in line with all regulatory, legal, and governmental regulations✯ Engaging in Customer Service and Sales verticals through up-selling, cross- selling, keeping the customers informed on market information and updates✯ Handling the servicing of requests to develop an impeccable customer experience✯ Acting as the Single Point of Contact for customer’s banking needs Show less

United Arab Emirates

✯ Facilitated risk assessed investment solutions to high end wealth management clients on multiple international products across geographies✯ Tracked down and comprehended client’s financial conditions, risk capacity and investment goals ✯ Fulfilled the client’s requirement while limiting exposure to litigation, regulatory scrutiny and loss of client’s trust✯ Ensured to provide suitable risk cover and imparting guidance clients about various investments and banking products by… Show more ✯ Facilitated risk assessed investment solutions to high end wealth management clients on multiple international products across geographies✯ Tracked down and comprehended client’s financial conditions, risk capacity and investment goals ✯ Fulfilled the client’s requirement while limiting exposure to litigation, regulatory scrutiny and loss of client’s trust✯ Ensured to provide suitable risk cover and imparting guidance clients about various investments and banking products by following asset allocation approach✯ Managed transaction banking and investments via offshore viz Singapore, in addition to UAE by offering customised solutions✯ Kept a close watch on investment accounts for ensuring adherence to investment and asset allocation purposes and policies✯ Managed the servicing and enhancement of the client portfolio ensuring integrated and continuous approach✯ Led the portfolio management of HNI clients in co- ordination with relationship managers✯ Offered wealth management solution to clients in their off - shore accounts✯ Resolved clients service-related queries and issues, handled voice recorded confirmation calls for execution of payments and investments✯ Followed-up with Trading desk on Redemptions and Subscription of Fixed income Securities and Mutual Fund Products✯ Worked with several stake holders to augment business growth across various products✯ Carried out QA in line with AML and compliance on the document collected for Investments, Currency Swaps, Trading Loans and Insurance✯ Coordinated with product and support teams on the testing and implementation of new projects based in Dubai and out of Dubai Show less

Dubai, United Arab Emirates

✯ Generate qualified sales leads and appointments for the business, comprising new business Support Contracts✯ Trailed the marketing campaigns to determine new leads✯ Kept a close watch on leads sent to sales people✯ Handled the reporting on telemarketing activity✯ Strengthening relationships with prospects, collated key information to support in the sales process

Dubai, United Arab Emirates

Bachelor Of Technology In Computer Science And Enginee6

Diploma In Computer Engineering, Computer Engineering, First Class