Samriti Shah

Partnered with Private banker(s) to provide end to end financial solutions to private clients (Ultra HNIs & Single/Multi family offices) for their wealth and credit needs

Supported business growth by identifying & accessing business opportunities, building and maintaining adequate pipelines of potential wealth clients.

Worked with Private banker(s) for providing CIB solutions to Private clients by collaborating between Private Bank and Corporate & Investment Bank (CIB) of Barclays.

Product suite under coverage includes:
‑Mutual funds, PMS, AIF and Structured Products, Private equity, Credit oriented funds, Bonds, Real estate NCDs, Structured credit NCDs, be‑spoke structures to clients
‑Term loans, working capital loans, export finance, import l/c, guarantees to operating companies; cross border structuring and lending to Indian subsidiaries or other permissible structures
‑Fx solutions to NRIs with underlying exposures and inward/ outward remittance

Driven Strategic Cost Management Initiatives to reduce cost for the business which includes Direct and Indirect Cost.

Tracked and worked with Channel / Product owners to oversee the identification of opportunities to reduce cost and invest in area which will result in increasing their sales and profitability through improved targeting and best-in-class service.

Provided insightful data to enable the delivery of the business objectives in the most effective way.

Tracked Vendor cost across all Products and Channels.

Maintained high stands of transparency, accountability, and security while managing corporate governance for Executive Committee and Senior management.

Responsible for building and deepening relationships of Premier clients to achieve increase in share of wallet and revenues.

Provided international Clients with globally consistent experiences, excellent services, need based banking products.

Was actively involved with the streamlining of processes & activities towards simplification of operations.

Was instrumental in providing prompt & superior support to the clients to build market credibility by implementing Customer Relationship Management and achieving customer delight.

Handled customer complaints promptly and ensured timely resolution with strong coordination through various channels.

Generated revenue through cross selling various third party products like mutual funds, insurance and bonds.

Cultivated & maintained mutually beneficial relations with clients to ensure repeat & referral business