Strategically acquired new High Net Worth Individual (HNI) and Ultra-HNI clients through tailored financial solutions, increasing the client base by 20% and enhancing assets under management by INR 100 million.

Optimized investment strategies for over 100 clients by conducting advanced financial planning and risk assessments, resulting in a 20% average increase in portfolio returns.

Implemented comprehensive, customized investment approaches by integrating clients' financial goals, risk tolerances, and investment horizons, which enhanced portfolio performance and improved client retention rates by 25%.

Advised clients on strategic portfolio diversification across various asset classes—including fixed income, AIFs, PMS, and Mutual Funds—to mitigate risks and enhance returns, achieving a 15% reduction in portfolio volatility and a 20% increase in returns.

Achieved approximately 30% Compound Annual Growth Rate (CAGR) in portfolio returns through astute investment decisions and market analysis, culminating in a cumulative profit of INR 100 million for clients during the tenure.

Managed a diverse client portfolio totaling INR 1,800 million for over 300 clients, delivering customized banking and investment solutions that enhanced portfolio performance and client satisfaction.

Expanded the bank's High Net Worth Individual (HNI) and Ultra-HNI client base by leveraging referrals, strategic networking, and targeted outreach, increasing portfolio value by INR 300 million and generated INR 20 million in revenue.

Enhanced product penetration and revenue by cross-selling a comprehensive suite of financial products—including mutual funds, insurance policies, and various loan offerings (home loans, business loans, working capital)—which optimized clients' financial portfolios

Spearheaded digital client acquisition by leveraging social media platforms such as Quora and LinkedIn, successfully expanding the client base and generating significant
revenue through the promotion of diverse financial products, including Mutual Funds, Unlisted Stocks, Portfolio Management Services (PMS), Bonds, and Alternative Investments.

Enhanced the company's investment application by recommending and implementing additional features and improvements, leading to an improved user experience and increased client engagement.

Provided tailored investment advice aligned with clients' risk profiles and investment horizons, optimizing investment outcomes and strengthening client relationships.

Delivered comprehensive financial planning and wealth management services to High Net Worth Individual (HNI) clients by creating customized financial plans tailored to their specific financial goals and risk profiles, resulting in optimized investment strategies and enhanced client satisfaction.

Collaborated in the development of a cutting-edge financial planning platform by designing and providing detailed workflows for financial plans, which improved operational efficiency and enriched the client experience.

Advised clients on a broad spectrum of sophisticated financial products—including Mutual Funds, Portfolio Management Services (PMS), Private Equity, Peer-to-Peer (P2P) Lending, and Venture Debt—generating revenue of INR 3 million and consistently ranking among the top 2 sales professionals..

Managed a diverse portfolio of High Net Worth Individuals (HNIs), Non-Resident Indians (NRIs), and wealth and privilege banking clients by providing tailored banking solutions.

Enhanced CASA (Current Account Savings Account) relationship values through effective client engagement and by cross-selling financial products—such as life insurance and mutual funds—aligned with individual client profiles

Oversaw day-to-day branch operations with a strong emphasis on compliance and operational excellence, ensuring all activities adhered to banking guidelines and regulatory standards  optimizing branch performance, enhance service delivery, and maintain high levels of staff productivity and compliance awareness.
 

Recruited and onboarded a team of five insurance agents for the agency channel, providing comprehensive training on SBI Life Insurance products to enhance team performance and productivity.

Conducted on-field sales, advising clients on appropriate insurance products tailored to their needs, which resulted in increased client satisfaction and contributed to revenue growth.