Open to opportunities

Mamta Trivedi

@mamtatrivedi

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Experienced banking and marketing professional with 20+ years in sales.

India

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What I'm looking for

I am seeking a role that offers opportunities for leadership, strategic growth, and the ability to make a significant impact in the banking or insurance sectors.

I am a seasoned banking, insurance, and marketing professional with over 20 years of experience. My career has been marked by a strong focus on selling and advising wealth management products to high-net-worth individuals (HNI), alongside a robust background in retail and wealth management. I pride myself on my exceptional interpersonal, communication, and organizational skills, which have enabled me to lead teams effectively and nurture client relationships.

Throughout my career, I have held various leadership roles, including Regional Head Sales at ICICI Bank, where I managed retail business banking clients and structured innovative financial solutions. My tenure at Capital First Private Wealth and Standard Chartered further honed my ability to achieve revenue targets and build healthy assets under management. I have consistently demonstrated my capability to drive business growth and enhance customer satisfaction through strategic planning and execution.

Experience

Work history, roles, and key accomplishments

Regional Head Sales – SES

ICICI Bank

Mar 2019 - Present (6 years 9 months)

Managed retail business banking clients, providing solutions for their asset-side requirements. Collaborated with credit teams to structure innovative deals in working capital, term loans, and other financial products.

Retail Banking Business Banking Wealth Management Credit Analysis Financial Products Client Relationship Management Sales Team Leadership Portfolio Management

Business Banking Advisor; Chief Manager

ICICI Bank

Nov 2014 - Present (11 years 1 month)

Oversaw business banking and corporate banking for the east cluster, including three branches. Mentored 30 Relationship Managers on sales, customer service, and training, while driving business acquisition and development.

Business Banking Sales Management Customer Service Training Business Development Market Analysis Sales Strategy Team Leadership Relationship Management

Private Wealth Manager

Capital First Private Wealth

Mar 2013 - Present (12 years 9 months)

Achieved revenue targets from a diverse product basket. Acquired new clients and built a healthy Assets Under Management (AUM).

Wealth Management Revenue Asset Management Financial Products Sales Portfolio Management Investment Management Client Relationship Management

Executive Relationship Manager

IndusInd Bank

Sep 2012 - Present (13 years 3 months)

Achieved monthly revenue targets from assigned clients and acquired new-to-bank clients, generating sales revenue and providing after-sales services. Organized events and promotional activities to enhance customer loyalty.

Relationship Management Sales Revenue Event Management Financial Services Business Development

Relationship Manager- SME, Priority Banking

Standard Chartered

Dec 2009 - Present (16 years)

Managed independent targets for revenue and assets under advisory for new and existing client bases. Handled a portfolio of 60 Crore, managing HNI client portfolios and SME relationships.

SME Priority Banking Relationship Management Revenue Targets Asset Management Compliance Advisory Portfolio Management

Sr. Relationship Manager; Sales – Bancassurance

Canara HSBC OBC Life Insurance Ltd

Jun 2008 - Present (17 years 6 months)

Managed the HSBC Bank Peddar Road branch, directing sales strategies to maximize business growth and customer satisfaction for insurance. Maintained banking partner relationships to ensure significant distribution of insurance products.

Bancassurance Sales Management Business Growth Customer Satisfaction Partner Relationship Management Sales Strategy Team Leadership Insurance Sales Financial Planning Performance Management

Sales Manager, Bank Assurance and CA Broking

Aviva Life Insurance Co.I. Pvt, Ldt

Mar 2006 - Present (19 years 9 months)

Managed a team of 5 Relationship Managers and the ABN AMRO Bank relationship for insurance sales. Handled corporate accounts like Bajaj Capital and Punjab National Bank for insurance sales in Nashik and surrounding areas.

Sales Management Bancassurance Corporate Relationship Management Team Leadership Training Sales Strategy Insurance Sales Channel Partner Management

Manager- Sales

Reliance Life Insurance Co. Ltd

Aug 2004 - Present (21 years 4 months)

Recruited and trained insurance advisors, ensuring comprehensive pre and post-training counseling. Managed lead generation for the team and converted leads into prospective sales, working jointly with advisors on HNI sales calls.

Sales Management Recruitment Training Lead Generation HNI Sales Insurance Sales Team Leadership Business Development

Senior Executive- Sales

Compliments (Organisation in corporate promotions and market

Sep 2002 - Present (23 years 3 months)

Understood client needs and suggested ideas for gifting and promotions. Managed pre and post-sales follow-up and drove business development.

Sales Marketing Business Development Pre Sales Post Sales Customer Relationship Management Promotional Activities

Marketing Officer

Co-Operative Bank

Sep 2000 - Present (25 years 3 months)

Handled daily banking operations for the Term Deposit Section and was involved in marketing and promotional activities. Managed corporate accounts and resolved customer grievances.

Banking Operations Marketing Corporate Customer Relationship Management Grievances Term Deposits Financial Services Sales Customer Service

Financial Executive, Car loans

Seva Automative Services, (DST Of Maruti Countrywide Finance

Aug 1999 - Present (26 years 4 months)

Implemented sales strategies and promotional activities for car loans. Drove business development and managed customer queries, follow-up, and feedback.

Financial Services Loans Sales Strategy Promotional Activities Business Development Customer Feedback Sales Relationship Management

Education

Degrees, certifications, and relevant coursework

JDC Bitco College Of Commerce

Bcom(H), Commerce

Completed a Bachelor of Commerce with Honors from JDC Bitco College Of Commerce. Focused on foundational business and commerce principles.

Neville Wadia Institute Of Marketing and Research

MBA Marketing, Marketing

Obtained an MBA in Marketing from Neville Wadia Institute Of Marketing and Research. Developed expertise in marketing strategies and research methodologies.