Nehal Srivastava
ID: CCE189413
Nehal Srivastava
ID: CCE189413
- Maharashtra, India
About Nehal Srivastava
A seasoned banking professional with extensive experience in branch operations, client relationship management, and driving sustainable business growth. Proven track record in high-net-worth (HNW) portfolio enhancement, strategic wealth management, and cross-selling financial strategies to maximize client acquisition and revenue generation. Expert in streamlining branch banking operations, mitigating operational risks, and implementing robust KYC compliance frameworks to optimize overall organizational efficiency and client satisfaction.

Employment History
Axis Bank limited
27th Sep 2019 to 21st Apr 2024
Assistant manager
27th Sep 2019 to 21st Apr 2024
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Roles & Responsibility
Skills
- Conflict Resolution
- Data Analysis
- Team Leadership
- Time Management
- Customer Relationship Management (CRM)

Education
Post Graduate Diploma in Banking Services
Axis Bank Academy / Partner Institute
1st Jan 2019 to 31st Dec 2019
Bachelor of Commerce (B.Com.)
University Graduate Studies
1st Jan 2014 to 31st Dec 2017
Expertise
Portfolio Management & Growth
5/5
Branch Banking Operations
5/5
Wealth Management & Advisory
5/5
High-Net-Worth (HNW) Client Relations
5/5
Operational Risk Assessment & Mitigation
5/5
Cross-Selling & Business Development
5/5
Customer Retention Strategies
5/5
General & Administrative Management
5/5
CRM
5/5
KYC & AML Compliance Regulatory Guidelines
4/5
Strategic Financial Planning & Budgeting
4/5
Lingo
English (Fluent)
Verbal
5/5
Written
5/5
Hindi (Fluent)
Verbal
5/5
Written
5/5