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Presentation
banking and financial-services professional with 8+ years of experience across business development, client relationship management, portfolio management, revenue generation and regulatory compliance. Managed cumulative AUM exceeding ₹139 Crore across ICICI Bank and SBI Life, with a strong track record of acquiring, developing and retaining clients and delivering against business targets. Experienced in understanding client requirements, recommending financial solutions, analysing market and business data, coordinating with internal stakeholders and maintaining compliance. Now seeking to leverage this experience in B2B financial solutions, factoring, supply-chain finance.
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Background
DEPUTY MANAGER
• Managed a ₹44 Crore investment portfolio, developing and maintaining high-value client relationships while identifying opportunities for portfolio growth and revenue generation.
• Understood client financial requirements and provided suitable investment and wealth-management solutions based on risk profile, objectives and market conditions.
• Conducted portfolio reviews, financial analysis and risk assessments to support informed client decisions and strengthen long-term relationships.
• Used market and customer insights to identify business opportunities, improve client engagement and support revenue growth.
• Worked closely with internal teams to ensure smooth service delivery, issue resolution and adherence to banking processes and regulatory requirements.
• Understood client financial requirements and provided suitable investment and wealth-management solutions based on risk profile, objectives and market conditions.
• Conducted portfolio reviews, financial analysis and risk assessments to support informed client decisions and strengthen long-term relationships.
• Used market and customer insights to identify business opportunities, improve client engagement and support revenue growth.
• Worked closely with internal teams to ensure smooth service delivery, issue resolution and adherence to banking processes and regulatory requirements.
Senior Manager
• Led business development and relationship management through banking channels, managing investment assets exceeding ₹95 Crore and driving sustained portfolio and revenue growth.
• Identified customer and market opportunities using business metrics, financial data and market trends; translated insights into targeted acquisition and growth initiatives.
• Built and maintained long-term relationships with customers and banking stakeholders, supporting acquisition, cross-sell, retention and portfolio expansion.
• Customised financial solutions around customer requirements while balancing business objectives, suitability, risk considerations and regulatory compliance.
• Coordinated with internal and partner teams to support onboarding, service delivery, business execution and resolution of customer issues.
• Consistently delivered against business and revenue targets and received multiple Chairman Club recognitions for strong performance.
• Identified customer and market opportunities using business metrics, financial data and market trends; translated insights into targeted acquisition and growth initiatives.
• Built and maintained long-term relationships with customers and banking stakeholders, supporting acquisition, cross-sell, retention and portfolio expansion.
• Customised financial solutions around customer requirements while balancing business objectives, suitability, risk considerations and regulatory compliance.
• Coordinated with internal and partner teams to support onboarding, service delivery, business execution and resolution of customer issues.
• Consistently delivered against business and revenue targets and received multiple Chairman Club recognitions for strong performance.
MBA
Masters in Marketing and Finance
BSC
Honors in Mathematics
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Working hours
Monday
From06h00To23h45
Tuesday
From06h00To23h45
Wednesday
From06h00To23h45
Thursday
From06h00To23h45
Friday
From06h00To23h45
Saturday
From06h00To23h45
Sunday ▪ Today
From06h45To23h45
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