Mohit Yadav

• Spearheaded innovative approaches to resource allocation and strategic planning.
• Leveraged professional networks and industry knowledge to strengthen client relationships.
• Reduced operational risks while organizing data to forecast performance trends.
• Trained and guided team members to maintain high productivity and performance metrics.
• Updated clients on changes in tax laws and other regulations affecting investments.
• Researched and evaluated potential investment products for clients.
• Informed clients of strategies for reducing debt and maximizing savings.
• Implemented exit strategies for clients to transition out of investments.
• Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.

• Assisted customers with completing forms,
documents, and other paperwork required for new
accounts.
• Ensured compliance with banking regulations and
industry standards during the account opening
process.
• Evaluated financial statements submitted by clients
to assess their suitability for a given product or
service.
• Verified identity information provided by customers
in accordance with KYC regulations.
• Utilized strong interpersonal skills to build
relationships with customers.
• Demonstrated excellent communication skills to
ensure customer satisfaction.
• Prepared reports on progress, performance, and
other key metrics for management review.

• CEO CLUB MEMBER FOR ALL 3 YRS OF SERVICE

• Won contest for highest AUM raised in cluster in
the Q4 2021 & F.Y 2022
• Ranked no 1 for overall performance for F.Y 2020,
F.Y 2021 & F.Y 2022
• Received Appreciation Letter & Lunch with Regional
Head for the best services Portfolio Level (Activation
VS Usage) for Q3 & Q4 2022
• Won numerous cash voucher contest for Wealth
products, cross sell & new to bank customer
acquisition during the tenure

• Won numerous cash voucher contest for Wealth
products, cross sell & new to bank customer
acquisition during the tenure
• During the short tenure of initial probation period
with the organization was able to bring 16 Million
USD is Wealth (Debt & AUM)

• Won numerous international trips contest for cross
sell and retention cum investment active customers
in the portfolio during the tenure
• Ranked no 3rd & 2nd among Rak Select team for
overall performance for Financial year's 2016 &
2017.

• Won JAT Tiger's contest for Mutual Funds Sales in
cluster in the Q4 JFM 2015
• Ranked no 2 in all India for overall performance for
Q1 & Q2 2014
• Received Lunch with Zonal Manager & letter of
Appreciation for Achieving highest Personal Loan /
AUM & SIPS disbursed in the month of July 2014
• Qualified for 2 Days Udaipur Achievers Club Meet
with Top Management in the month of October
2013.