PSPrathamesh Sawant
@prathameshsawant
Client-focused HNI/NRI relationship manager with data-driven portfolio expertise.
IndiaWhat I'm looking for
I am a relationship and client-servicing specialist with 6+ years managing HNI and NRI portfolios across leading financial institutions, delivering service excellence, compliance adherence, and measurable retention improvements. I combine wealth operations knowledge with data analytics to streamline reporting, resolve escalations, and enhance client engagement.
I have led portfolio operations at Yes Bank, Axis Bank, HDFC Bank, L&T Finance and American Express, implementing Power BI dashboards that improved visibility and response times, achieving 100% compliance and notable client satisfaction recognitions. I seek to apply my cross-functional coordination, process optimization, and analytical skills to elevate client experiences and operational outcomes.
Experience
Work history, roles, and key accomplishments
Relationship Manager (HNI)
L&T Finance
Apr 2024 - Jan 2025 (9 months)
Serviced 1,200+ HNI clients focusing on portfolio review, service delivery, and cross-functional issue resolution; streamlined portfolio reporting with Power BI to improve client visibility and response time by 25%.
YBSenior NRI Relationship Manager
Yes Bank
Aug 2023 - Feb 2024 (6 months)
Managed a ₹80 Cr+ NRI portfolio across US/UK clients emphasizing service excellence and engagement; led escalations and regulatory complaint resolutions with 100% compliance adherence.
ABNRI Relationship Manager
Axis Bank
Jul 2022 - Aug 2023 (1 year 1 month)
Provided servicing and portfolio maintenance for NRI clients via digital and offline channels, improving client retention through proactive communication and personalized investment support.
HBDeputy NRI Relationship Manager
HDFC Bank
Feb 2022 - Jul 2022 (5 months)
Supported portfolio growth through onboarding, account servicing, and cross-team coordination to deliver portfolio reviews and high-quality servicing for HNI clients.
AEDeputy Account Manager
American Express
Jan 2019 - Feb 2022 (3 years 1 month)
Handled premium cardholder servicing and retention for HNI customers, achieving multiple recognitions for service excellence and client satisfaction.
Education
Degrees, certifications, and relevant coursework
Durgadevi Saraf Institute of Management Studies
Master of Business Administration, Marketing
Completed an MBA in Marketing with coursework and projects focused on marketing strategy and client management.
YCMOU / Frameboxx (affiliated program)
Bachelor of Science, Media Graphics & Animation
Completed a B.Sc. program in Media Graphics and Animation combining theoretical and practical training in digital media and animation.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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