MONIKA ARORA
Melville,NY
Summary
Seasoned Financial Relationship Manager with proven expertise in Client relations/ Treasury/FX /Marketing Skills /Portfolio and Wealth Management and financial advisory to the Corporate Clients.Solid understanding of statutory and regulatory requirements in relation to KYC/AML in onboarding processes. Result Oriented Wealth Manager with forward -thinking approach centered on Company success and competitive growth. Consultative in approach, understanding and anticipating business partner needs with proactively delivering solutions. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and legal accounting structures along with proven track record in driving ,innovation and influencing the big business clients. .
Overview
19
19
years of professional experience
Work History
Vice President and Head of Banking Services
Axis Bank LTD
04.2006 - 04.2023
- Developed and Managed portfolio under Wealth Management /Private Banking programme with annual revenue greater than ~$4M
- Calls on clients to deepen relationships and proactively owns, respond to, and anticipate future needs /risk or expectations
- Coordinate with Product and Investment Banking coverage to deliver product solutions along with Credit requirement
- Provided Comprehensive and Customized business banking solutions tailored to financial need of customers
- Managed, retained and increased revenue from existing Corporate clients as well as identify new opportunities along with marketing team
- Created efficient customer grievance system to manage customer complaints which improved customer satisfaction by 30%in just 2 months
- Identify and coordinate New Cross sell opportunities with coverage Partners and effective networking in International Banking
- Worked With wide range of partners including business owners ,technology ,Operations,Legal & Compliance ,Marketing
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs
- Exceeded customer acquisition target by 25% by launching niche Marketing campaigns
- Closely Worked with Risk teams/Marketing experts and RM to provide Product solutions to customers
- Analyses competitors and Marketing trends to facilitate business growth
- Monitored and supported products implementation processes and verify adherence to KYC standards during onboarding processes
- Trained ,Coach and developed Marketing team with exceptional skills
- Client -Level planning ,budget, and revenue responsibilities along with Cross sell Opportunities to increase Wallet share .
Head Of Operations
IDBI Bank LTD
04.2004 - 03.2006
- Analyses operational performance to identify pain points and provided actionable solutions to management
- Translated business requirements into functional requirements to support internal teams
- Identified operational and performance issues and worked with managers to resolve concerns
- Worked directly with subject matter experts to elicit business needs and document business requirements
- Compared business performance and operating policies against benchmarks
- Directed daily operations of departments, coordinating interdepartmental project activities
- Coordinated and conducted special analytical studies and projects to improve programmatic operations
- Designed data collection and reduction to draw conclusions from operational, notional and simulated data sets.
- Identified opportunities to improve business process flows and productivity.
Education
Master of Business Administration - Finance
Indira Gandhi National Open University
New Delhi03.2007
Bachelor of Commerce - Accounting/Law/Management
Chandigarh University
Punjab03.2005
Skills
- Public Speaking
- Process Optimization
- Critical Thinking
- Sales and Marketing Leadership
- Portfolio Management
- Customer Needs Assessments
- Customer and Employee Rapport
- Verbal and Written Communication
- Leadership and People Development
- Managing Wealth
- High Net Worth Individuals Marketing
- Investment Expertise
- Risk and Mitigation Analysis
- Coaching and Mentoring
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Vice President and Head of Banking Services
Axis Bank LTD
04.2006 - 04.2023
Head Of Operations
IDBI Bank LTD
04.2004 - 03.2006
Master of Business Administration - Finance
Indira Gandhi National Open University
Bachelor of Commerce - Accounting/Law/Management
Chandigarh University
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