Results-driven finance professional with 2+ years of experience in banking, compliance, and portfolio management, now targeting a Relationship Manager – Channel/Distributor Sales role. Proven ability to manage retail banking portfolios worth INR 80 Crore, drive cross-selling of financial products (Loans, CASA, Insurance, Credit Cards), and achieve 224% of annual sales targets. Strong understanding of financial products including Mutual Funds, Fixed Deposits, PMS, AIFs, and Bonds. Adept at client onboarding, KYC/compliance, relationship building, and leveraging data analytics (SQL, Power BI, MS Excel) for business growth.
