Sunaina Rana Email and Phone Number
With over 15 Years of Experience in Banking & Wealth Management I honed diverse skill set entered around maintaining strong customer relationship with proactive service, delivering tailored Solution after understanding individual needs and providing Comprehensive guidance at every step of customer financial journey.During my tenure at ICICI Direct I played a pivotal role in establishing ICICI Direct Premier Vertical in Pune. As a team leader I led by example and spear headed initiatives that contributed to exponential growth of our client base. Through strategic planning and execution my team consistently surpass targets and achieved remarkable results, Earning Recognisation as best performing team.My commitment to excellence and passion for exceeding expectation have been recognised through various accolades , including winning 10 awards for excellence in performance and participation in context at ICICI Direct Pune and Kotak Mahindra Pune. These achievements underscore my dedication to delivering the exceptional service, maintaining Strong customer retention and Acquiring more than 90% of their Wallet share and driving results in Dynamic Field of Banking & Wealth Management.With a proven track record of success and passion for innovation, I am poised to continue making signification contribution to my industry, Leveraging my experstise to deliver un parallel value to clients and organisation alike.
Right Horizons Financial Services Pvt Ltd
View- Website:
- righthorizons.com
- Employees:
- 64
-
Vice President Of SalesRight Horizons Financial Services Pvt Ltd Apr 2024 - PresentKolkata, West Bengal, IndiaStrategic VP of Sales in Wealth Management with a stellar record of driving revenue growth and client satisfaction. Expertise in cultivating strong client relationships and implementing effective sales strategies. Dedicated to delivering personalized financial solutions and exceeding targets. Seeking to leverage experience to propel teams and achieve unparalleled success in the industry. -
Senior Team LeaderIcici Direct Premier Wealth Management Jan 2014 - Mar 2017Pune, Maharashtra, IndiaDuring my Tenure in ICICI Direct I played a pivitol role in establishing Premier vertical at Pune. As a team leader I contributed to Exponential growth of our Client Base and my team Achieved remarkable results and was recognised as best performing team.
-
Senior Relationship ManagerHdfc Bank Ltd Jan 2012 - Dec 2013Jalandhar, Punjab, IndiaDuring my Stint With HDFC Bank I engaged in managing & Nurturing relationship with High Value Clients, Understanding their financial needs and offering customised banking Solutions in completely New Market.My job responsibility also included acquisition of new clients Providing personalised financial advice and ensuring excellent customer service. -
Senior Wealth ManagerKoltak Mahindra Bank Ltd Dec 2003 - May 2009Pune, Maharashtra, IndiaAs a Privy Wealth Manager I provided personalised financial Advice to high Net Worth Individuals which involved assesing client Financial Goals, risk tolerance and investment preference to develop comprehensive wealth Management strategies.I was focused more on maintaining strong relationship with clients, acting as their trusted advisor and ensuring their financial objectives are met by delivering holistic wealth management Solutions.
-
Management TraineeIcici Capital Services Feb 2001 - Sep 2003Ludhiana, Punjab, IndiaAs trainee I devloped skill and knowledge in various aspect of Capital Market and Banking.ICICI Capital Services provided me handson experience, exposure to different business functions and opportunities for professional growth and development.I did Survey of Mutual Fund Industry in Ludhiana.
Sunaina Rana Education Details
-
Distinction
Frequently Asked Questions about Sunaina Rana
What company does Sunaina Rana work for?
Sunaina Rana works for Right Horizons Financial Services Pvt Ltd
What is Sunaina Rana's role at the current company?
Sunaina Rana's current role is "Results-Driven VP Sales | Wealth Management | Driving Revenue Growth & Client Satisfaction".
What schools did Sunaina Rana attend?
Sunaina Rana attended Punjab Technical University.
Who are Sunaina Rana's colleagues?
Sunaina Rana's colleagues are Ankush K S, Vinay Tej , Cfp, Sanjay Meena, Jayaprakash Manohar, Alan Mathew James, Abdulla Shazi Ks, Sunil Kawariya.
Not the Sunaina Rana you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial