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Career Development Service - Cranfield School of Management ...

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<strong>Career</strong> History:<br />

HSBC: Power Vantage Relationship Manager - Bangalore, India (Apr 2008 - Aug 2009)<br />

One <strong>of</strong> the largest financial services organisations in the world and recently voted 'Top World Bank' by The Banker (2008).<br />

� Built the Power Vantage Plus client base by increasing the wallet share <strong>of</strong> new and existing customers through successful sales <strong>of</strong><br />

insurance and investment products, with the help <strong>of</strong> �Personalised Financial Review�. This resulted in a growth rate <strong>of</strong> at least 5% <strong>of</strong> assets<br />

under management on a quarterly basis.<br />

� Conducted investment workshops among the bank's Top 10 corporate salary clients and built customer confidence by showing an increase<br />

<strong>of</strong> 25% in average returns, in client investment portfolios. Increased customer confidence by showing positive results on the variety <strong>of</strong><br />

investments made and timely resolution <strong>of</strong> banking issues, thereby fulfilling the role <strong>of</strong> a �one-point��contact for customers.<br />

� Managed operational risk, including its identification and maintained HSBC's internal control standards including timely implementation <strong>of</strong><br />

internal sales audit requirements and compliance initiatives raised by external regulators in conjunction with the internal auditor.<br />

� Consistently in the top 20% <strong>of</strong> the Power Vantage team, Bangalore and also a recipient <strong>of</strong> the �Leaders Day��Out award for exceptional<br />

performance in mortgage disbursals and insurance business for Feb 2009.<br />

HDFC Bank Ltd: Investment Relationship Manager - Bangalore, India (Jan 2006 - Apr 2008)<br />

One <strong>of</strong> India's largest banks and recently voted the �Best Bank in India��by Euromoney Awards 2009.<br />

� Provided personalised investment and banking solutions to the bank�s clients, which increased the repeat business from existing clients by<br />

5% from a portfolio <strong>of</strong> 300 customers.<br />

� Migrated the second largest group <strong>of</strong> customers (more than 500) within India, towards a newly introduced online investment platform<br />

resulting in more than a 20% reduction in logistical costs and a 10% addition in revenues to the branch.<br />

� Challenged by top management to ensure that Third Party Product (TPP) targets were achieved by driving sales through personal bankers<br />

and relationship managers, which resulted in 90% <strong>of</strong> the personnel, as well as the branch, reaching the annual revenue target ahead <strong>of</strong> the<br />

last quarter.<br />

For more information, or to contact the team about any <strong>of</strong> our students, visit www.cranfieldsomcareers.info/contactus

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