Praveen Kumar Jaiswal
Banker- Wealth Manager, Financial & Investment Planner
Pimpri Chinchwad Pune
Summary
Dynamic Affluent Relationship Manager with a proven track record at Axis Bank Ltd, excelling in campaign and portfolio management. Expert in wealth management offerings and adept at cultivating business relationships. Enhanced client satisfaction through effective CRM strategies, driving significant revenue growth while fostering trust and loyalty among high-net-worth clients.
Overview
15
15
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Affluent Relationship Manager-Burgundy
Axis Bank Ltd
02.2023 - Current
- Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met and revenue generation through liability,assets,Tpp product,and TFX.
- Increased branch sales performance through onboarding new HNI client and ensured the highest levels of service to the High-Net-worth relationships .
- Looked after trade forex transactions of all corporate clients.
- Created sales pipeline and generated revenue through BG & remittance
- Provided client support and worked on resolve client matter.
- Performed periodic internal audit of banking producer and ensured all confidentiality of all banking transactions.
Affluent YBL First Relationship Manager
Yes Bank
09.2022 - 01.2023
- Effectively handled high variant CASA & EXIM account and generated revenue through TFX, assets and investment.
- Responsible for controlling Inward / Outward remittances Services.
- Responsible for penetrate all targeted key accounts and originate upselling opportunities.
- Effectively resolved queries of clients within TAT specified.
Branch Relationship Manager
Kotak Mahindra Bank Ltd
02.2021 - 08.2022
- Increased branch sales performance through onboarding new HNI client .
- Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
- Implemented efficient operational processes, improving overall branch productivity.
- Responsible for controlling Inward / Outward remittances Services.
- Responsible for penetrate all targeted key accounts and originate upselling opportunities
Personal Banker
HDFC BankLtd
07.2017 - 05.2019
- Personal Banker( Preferred Banking) KRA's CASA acquisition, Financial Planning & ServiceCross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Deputy Manager
Max Life Insurance Co
01.2014 - 06.2017
- Relationship Manager( Existing Portfolio) KRA's Financial Planning & Retaining existing eustomer
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
- Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs
Sales Development Manager
HDFC Life
09.2010 - 10.2013
- Bancassurance Sales Executive KRA's Collaborated with Bank RM to achieve target results.
- Met with customers to provide information about available products and policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Grew sales applying proactive management strategies and enhancing sales training.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
Education
B.com.
VSSD Collage CSJM University
Kanpur 04.2001 -
Skills
- Campaign & Portfolio Management
- Sales expertise Wealth management offerings
- Business relationship cultivation Asset Management
- Customer Relationship Management Software (CRM)
Accomplishments
- Initially engaged with HDFC Bank on a contractual assignment for HDCF Life (3years Terms), Demonstrated strong performance and was absorbed into DHFC Life Payroll within 6months.
- consistently recognized for exceptional performance, qualified for multiple international and domestic reward trip across HDFC life,Max Life , HDFC Bank , Kotak Bank,and Axis Bank.
Successfully qualified for Axis bank Class of Axisian FY24
Certification
AMFI
Timeline
Affluent Relationship Manager-Burgundy
Axis Bank Ltd
02.2023 - Current
Affluent YBL First Relationship Manager
Yes Bank
09.2022 - 01.2023
Branch Relationship Manager
Kotak Mahindra Bank Ltd
02.2021 - 08.2022
Personal Banker
HDFC BankLtd
07.2017 - 05.2019
Deputy Manager
Max Life Insurance Co
01.2014 - 06.2017
Sales Development Manager
HDFC Life
09.2010 - 10.2013
B.com.
VSSD Collage CSJM University
04.2001 -
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