I am an MBA graduate with 15 years of professional experience in Banking, Wealth Management, and Equity Derivatives customer service. I have a proven track record of leadership in client relations, sales, and team management, consistently driving revenue growth and delivering exceptional client support.
My professional expertise includes managing High Net Worth Individual (HNI) portfolios, customer relationship management (CRM), frontline customer service, equity derivatives support, and conflict resolution. I have specialized experience in bancassurance sales, building strong relationships with bank partners to promote insurance product distribution and enhance customer retention.
I have held senior roles such as Senior Affluent Manager at Axis Maxlife with Axis Bank, where I managed HNI portfolios and led teams, earning multiple Best Manager and Best Service Leader awards between 2019 and 2023. I also served as Senior Cluster Sales Manager at HDFC Life with HDFC Bank, leading sales teams and promoting digital sales tools. Earlier, I was Sales Manager for Banca at ICICI Prudential Life with ICICI Bank, where I implemented sales strategies to enhance bancassurance penetration and revenue growth.
I hold certifications in NISM Equity Derivatives (2022) and AMFI Mutual Fund (2022). I am fluent in English, Hindi, Kannada, Telugu, and Tamil, and skilled in remote work adaptability. My key skills include CRM, team leadership, and frontline customer service in highly regulated financial sectors.