I've built 13 years of banking and financial-services experience with Axis Bank, IndusInd Bank, AU Small Finance Bank, HDFC Securities, and Master Trust. I manage customer relationships, acquire CA/SA accounts, and generate branch revenue through banking and wealth products.
My work spans relationship management, key account management, trading-related services, insurance, mutual funds, bonds, deposits, remittances, KYC rectification, and complaint resolution. I've sourced 12–15 CA/SA accounts monthly and maintained records supporting audit, compliance, and regulatory requirements.
I've been recognized for liabilities, insurance, current-account acquisition, mutual funds, and CASA performance, including ranking No. 2 in Delhi for a mutual fund campaign at Axis Bank. I also qualified for MDRT 2025.
