Headline

Officer @ Federal Bank l Finance Professional | Relationship & Wealth Management | Credit Compliance | Portfolio Quality

About

Finance professional with two years of BFSI experience in relationship management, portfolio management, and compliance-driven advisory at Federal Bank. In my current role, I manage a ₹27 Cr retail and HNI portfolio as the primary point of contact for high-value customers — conducting portfolio reviews, driving cross-sell and referral outcomes, and leading SIP and mutual fund onboarding discussions with 40+ eligible customers under a compliance-first framework. My work sits at the intersection of client relationships and financial rigor — covering KYC/AML adherence, credit documentation, covenant compliance, and Excel-based portfolio reporting, while consistently delivering fee income growth and measurable NPA reduction

Location

India

Work experience

Officer at Federal Bank, Jul 2024 - Present · 1 yr 11 mos, Punjab, India, Managing a ₹27 Cr retail and emerging HNI relationship portfolio at Federal Bank as the primary point of contact for high-value customers. Conduct structured portfolio reviews across 37+ active relationships to identify cross-sell, enhancement, and referral opportunities. Drive compliance-driven SIP and mutual fund onboarding discussions with 40+ eligible customers, including risk profiling and suitability mapping.

Intern at Bajaj Allainz Life Insurance Company Limited, Feb 2023 - May 2023 · 4 mos, Delhi, India, During my internship at Bajaj Allianz Life Insurance Company, I supported retail investor interactions by assisting with basic investment analysis, risk profiling, and long-term investment products. I contributed to asset allocation concepts and client suitability assessments, enabling effective advisory discussions.

Education

PGPM, Finance, ICFAI Business School, Gurgaon

Bachelor's degree, Business/Commerce, General, Delhi University