With over 9 years of experience in Retail Branch Banking and HNI Portfolio Management at HDFC Bank and Kotak Mahindra, I am confident in delivering immediate results for Ujjivan Small Finance Bank.
Key Qualifications:
• Current Role: Relationship Manager, HDFC Bank.
• Expertise: CASA & FD Growth, HNI Portfolio, and Cross-selling (LI, GI, Loans).
Core Roles and Responsibilities
Portfolio & Relationship Management
• HNI Management: Managing and expanding a high-value portfolio of High Net Worth Individuals (HNI) and retail customers to ensure long-term retention.
• Financial Advisory: Providing end-to-end financial solutions by understanding customer needs and recommending appropriate banking and insurance products.
• New Acquisition: Driving new customer acquisition through active referrals and lead generation strategies.
