Crafted and Implemented Corporate Strategy for HNI clients from 50lac to 10cr, henceensuring effective revenue generation for the bank.Coaching and mentoring team of 6 Territory Head, 1 Investment Counselor, 2 customerservice manager and 50 Senior Relationship Manager across South to achieve their KRAand outperforming their benchmark.Mobilizing insurance of 2.5cr every month.Operating successfully from June onwards Aum of 50 Cr every month.Developed and executed a comprehensive market and sales strategy targeting theemerging a􀀾uent segment across South India, resulting in a 25% increase in customeracquisition and a 50% growth in revenue within six months.Spearheaded the development and implementation of a legal and complianceframework, ensuring adherence to regulatory standards and reducing legal disputes.

- Proficiently managing a team of twenty-five certified and experienced wealth management professionals and customer service team.- Effectively handle day-to-day running of Business Revenue, ensuring high levels of productivity and progression.- Incorporated effective sales strategies, boosting sales by additional 30% rise in the current year.- Efficiently executing financial planing which is unique and recommended based on the macro-economic trends, investor's goals and risk profile, asset allocation matrix, product appropriateness, etc.- Successfully managing Investments Across Asset Class and Products like Debt, Equity, Commodities, Real Estate, Currency, Private Equity, Structured Products, Hedge Funds, Managed Futures etc.- Executing 360-degree approach towards clients banking needs in regards to asset and liability requirement for business class, salary class and retired person.- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.- Conducted various research, gathered information from multiple sources and implemented the best of it in Financial Planning for the customers.- Implemented training practices at weekly interval for Up-skilling and Re-skilling of the current Team.- Surpassed growth targets and revenue projections by generating 3.8Cr business in the current year with only 6 team members.

• Responsible for generating AUM of 30cr month on month with objective-driven wealth management philosophy adopted by the firm in the private wealth segment to mass affluent segment of customers fuelled by a roust technology platform.• Managing a team of 10 Sr Wealth Manager.• Handling HNI clients with 50cr and above.

• Responsible for generating revenue through different products eg. Different type of Loan, Investments (Mutual Fund, PMS, Private Equity, PMS, Structured product, Bond (Primary ), Gold Plan, Equity, Fixed Deposit, Life insurance & health ) Currency account, Forex services, Business banking & corporate banking etc.• Handling HNI client’s and their family accounts.• It’s a private banking space of Indusind Bank.• Disburse loan of 30cr month on month.• Responsible for mobilizing CASA book of the bank.• Managing a team of 10 Exclusive RM’s.• Managing AUM of 70cr in the mutual fund, PMS, Alternate space.

Heading Mumbai as a region..Selling all financial products through financial planning....• Handling a team of 65 members (including 54 RM/SRM/KRM, 7 Territory Manager, one product Manager and one sales coordinator).• Driving excellent business in wealth including Mutual Fund, Private Equity, Direct Real Estate,mortgage,home loan, PMS, structured product, Bond (secondary and primary), gold Plan, National Pension Scheme, NCD and Fixed Deposit.• Play a dominating role in selling life insurance product (single, ULIP, regular).• Responsible for generating business for general insurance, Equity and Currency Prepaid.• Arrange different Training programs for RM,TM on various aspect.• Plan and execute different business driven strategies for RMs and TM to achieve their respective Targets.• Keep a close track of sales activity of Relationship Managers and Territory Managers and provide Corrective measures for underperforming RM’s.• As a leader to keep up the team spirit plan lots of motivational program such as internal contest, rewards program & team outing etc.• As a corrective measure I design training program for my team members who are not giving expected performance.• I take part of recruitment program effectively & efficiently to build up a performing teamAwards & Appreciations:• Rated 5 out of 5 which is the highest rating in the financial year.• 2nd & 3rd Quarter did highest revenue generation and did highest collection of AUM.• Qualified internal contest of glory for life insurance in the last quarter for a trip to Bangkok & Singapore• Won a trip to US as a top performer in PAN INDIA LEVEL.Top region in investment AUM and Rev generation for financial year 2013-14

Heading wealth management plus corporate sales team..• Played a stellar role in establishing strong relationships with the top 50 customers in the assigned region.• Facilitated the acquisition of at least 2 Ultra HNIs per quarter.• Instrumental in devising & implementing sales strategies on Insurance & Investment Business and driving sales through Relationship Managers in the assigned region.• Provided leads and rendered extensive assistance in acquisition of at least 2 Ultra HNIs per quarter.• Driving the attainment of set Insurance & Investment Product targets for the region.• Instrumental in directing all Relationship Managers and Managers to achieve their respective Targets MOM; kept close track of sales activity of the Insurance & Investment Team and provided strategic inputs on taking corrective measures for underperforming RMs.• Organized training for Relationship Managers on various aspects of I & I products and procedures.• Reinforced customer feedback by meeting at least 4 customers a week along with the Relationship Managers; ensured better customer engagement by organizing at least 4 customer events per quarter in each of the branches.• Ensured resolution of customer complaints within TAT in close coordination with AMCs, CHOICe & Central Teams.• Apart from retail team also handle 2 members of corporate sales team..Awards & Appreciations:• Rated 1 for the best performance.• Attained 1st Position in Top Performer YTD - League Table in FY 2010.• Rated 6 times as No.1 among ACE Legends. • Won Best Equity RSM Award for Stupendous Performance in Mar’10, May’10, Jul’10, Aug’10, Oct’10 and Nov’10.• Appreciated and recognized for accomplishing over 80 % of States Acquisition Target.• Selected for leadership Program in Apr’11.

• Steered the sales of Online/Offline Trading & Demat Accounts, Structure Products, Mutual Funds, Insurance and IPO-Funding through a team of 20 members across A.P.• Played a pivotal role in identifying profitable HNIs and providing Financial Planning & Investment Advisory Services; rendered advisory on IPO Funding, Shares, Derivative Market & Make Balance Portfolio after study of research reports.• Assessed the risk level and objective of each client in order to balance the portfolio according to their needs.• Rendered excellent 1st Line Customer Support by answering queries and resolving their issues.• Managed Back Office activities such as MIS and Client Stock Reconciliation.• Conducted activities related to client visits, client servicing and new client development.• Undertook study of research reports & advised clients.• Managed complete Customer Service Operations for rendering & achieving quality services; provided 1st line customer support by answering queries and resolved their issues.

Managing team of 20 RM in a different location.

consulting equity advice to clients through Kotak platformDesign derivatives strategy for clients.