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In the First month Post Certification, become the member of Elite 50k US $ Club and among the Top 10 Performer PAN India.( Citi Bank)

To maintain high engagement level in the channel for sales through training and administrating contests

Managing the customer’s investments across products like Mutual Funds, Life Insurance, Portfolio Management Services and Fixed deposits.

Managing customers for a long term banking relationship with the bank (Wealth Management Services and Savings account)

Managing Citibusiness clients focusing on products like Forex, Trade services and CASA Growth. Acquisition of new to bank clients and incremental growth of AUM and Book size.

Managing key Customer Relationships at Juhu branch, Mumbai till July’08 and now at Jaipur branch.

Managing the customer’s investments across products like Mutual Funds, Life Insurance, Portfolio Management Services and Structured Products.

Taking care of a Portfolio of Citi Gold Customers (> Rs.30 lakhs – 2.5 Cr relationship value) as a one-point contact of the bank.

Maintain a high level Compliance culture within the business Robust Management (Sales & Distribution of banking products, including cross-sell) to ensure full compliance with internal policies, procedures& external legal& regulatory requirements

Taking Care of Investments & Insurance portfolio for Nariman Point Branch, Mumbai as a Senior Citigold Relationship Manager from Jan’12

Taking Care of Investments & I...

Driving the sales team for ove...

Manage Insurance business with...

Reviewed and approved function...

Managed projects focusing on n...

Established sales and distribu...

Managed a team of fourteen sta...

Team leader for international ...

Analyzed marketing results of ...

Built financial strategies to ...

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