ANKIT SAURABH

•Management of retail and emerging affluent clients, strengthening relationship and driving portfolio growth through banking and investment solutions.

•Added 20million USD to the bank portfolio from new to bank NRI client relationships.

•Management of 40Million USD Total Relationship Value (TRV), including FCNR, NRE/NRO deposits with existing bank customers.

• Independently sourced, onboarded, and managed NRI clients, handling end-to-end documentation, KYC, and compliance requirements

• Drove fee income through mutual fund cross-selling and execution aligned to client investment needs

• End to end execution of client relationship lifecycle, from prospecting and onboarding to servicing, investment execution, and retention

• Ensured utmost diligence towards regulatory and operational standards while maintaining high service quality and client satisfaction

• Timely engaged with product, operations, and compliance teams to ensure execution of deposits, investments, and service requests

• Managed 18% of total inward remittances from GCC, supporting CASA growth and deeper NRI relationship engagement

• Assisted in implementing daily operational procedures to ensure compliance with organisational standards.
• Collaborated with team members to resolve customer inquiries and enhance service delivery.
• Maintained accurate records of transactions and communications to support effective decision-making.
• Supported training initiatives for new staff to foster cohesive working environment.
• Conducted assessments of client needs to tailor services and improve satisfaction levels.
• Engaged with stakeholders to gather feedback and identify areas for process improvement.
• Developed and implemented strategies to streamline workflow and enhance operational efficiency.
• Monitored compliance with policies and regulations to uphold service quality and integrity.
• Maintained high standards of professional conduct, establishing trust with all stakeholders.
• Conducted risk assessments to ensure public safety and prevent recidivism.
• Encouraged constructive behaviours among offenders through various mentoring initiatives.
• Coordinated with cross-functional teams to streamline operational processes and improve efficiency.
• Managed daily transactions and maintained accurate records to support financial integrity.