Mili Arora
Privilege Banker (AM-1)
Vadodara, Gujarat
To learn and function effectively in an organization and to constantly upgrade my knowledge and skills and make a difference in whatever I do.
Work Experience
Assistant Manager- Wealth Management
April 2012 to Present
Responsibilities
- Portfolio Management of HNI clients based on the ideal asset allocation decided based on client’s goals, risk profile and current portfolio.
- Preparing financial planning report for the clients
- Preparing a 5 fold documentation for HNI and ultra HNI clients
- Handling team of wealth department and ensuring effective customer service.
- Researching on products relating to life insurance, general insurance, mutual funds etc and suggesting the same as per the client needs.
- Preparing ‘SOP’ for the wealth department.
- Analyzing and researching the software’s available for wealth management
- Documentations and procedure completion for mutual funds, life insurance, general insurance and other products.
- Preparing articles for newsletters
- Had an opportunity to write the contents for company’s website.
- Presentations to prospective clients to explain them our company’s products and services and our approach to wealth management.
Accomplishments
- Enhanced financial planning report
- Website content written
- initiative to present the entire report to the client in detail
- ' Standard operating procedure' for the entire wealth department written.
Skills Used
- Communication
-Presentation
- Planning
-Team Handling and Leadership
-Analytical
Privilege Banker (AM-1)
April 2011 to October 2011
Key Responsibilities: - Handling Privilege and HNI Customers and day to day operations of the bank.
- Solving customers grievances.
- Meeting targets through managed account customers.
- Ensuring compliance of AOF and other banking rules and regulations.
Package: INR 3.3 lacs p.a.
Executive Trainee
July 2010 to March 2011
Key Responsibilities: - Meeting targets of travel insurance through tied up agents
- Activisation of inactive agent codes, new tie ups and capturing maximum share of travel insurance from the agents.
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Education
PGDBM in Finance
2010
B.B.A in Finance
2008
Awards
Awarded with a gold medal for being the top performer in the course of diploma in international business
Awarded with a gold medal for being the top performer in the course of diploma in international business
Additional Information
Competences
- Strong planning, organizational and team leadership
- Effective communication and presentation
- Ability to gather, collate and use data effectively
