Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Extra-Curricular Achievements
Languages
CAREER BREAK
Timeline
Generic

Neethi Nair

Bridgewater

Summary

Diligent Team Lead with over 10 years of expertise in banking, business development, and team leadership, specializing in servicing High Net Worth (HNW) and Mass Affluent segments.

A robust background in fostering and managing client relationships, demonstrated ability to enhance client satisfaction and retention through effective communication and problem-solving. Proven track record of utilizing strategic planning and interpersonal skills to build strong client connections and drive business growth.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Excellency (HNI) Relationship Officer (Team Leader)

Abu Dhabi Commercial Bank
08.2013 - 05.2021
  • Serviced High Net Worth (HNW) Key Accounts, fostering relationships with key clients across wholesale and employee banking sectors.
  • Led and expanded a pilot team supporting Mass Affluent Relationship Managers (RMs) by streamlining their service processes, enabling them to focus on acquisition and business development.
  • Managed a team of 7 service officers, overseeing recruitment, training, and performance management.
  • Designed and implemented SLAs, SOPs, and workflows in collaboration with Risk, Business Continuity, Product, and Segment teams to ensure efficient service delivery.
  • Acted as the escalation point for complex, high-priority client issues, delivering solutions to maintain customer satisfaction.
  • Led remote team management during the COVID-19 pandemic, ensuring a seamless transition to Work From Home (WFH) with minimal operational disruption.
  • Key Achievements:
  • Increased team size by 75% (from 4 to 7) while expanding team capabilities to cover additional service functions.
  • Improved turnaround time (TAT) for offshore account opening by streamlining documentation review processes.
  • Initiated direct customer engagement as part of a new service model, transitioning from RM-driven requests to customer-facing interactions.

Sales Manager – Global Commercial Cards

American Express Banking Corp.
05.2010 - 10.2011
  • Managed the acquisition and servicing of mid-market corporate clients for Global Commercial Expense Management Solutions.
  • Developed customized expense management solutions to help clients gain better visibility and control over their corporate spending.
  • Worked with American Express Global Merchant Services to refine pricing strategies and business-to-business payment solutions.
  • Key Achievement:
  • Successfully acquired and serviced International Tourism Boards (e.g., Tourism Authority of Thailand), generating 9% of target achievement and bringing in 5% incremental business.

Strategic Account Manager

Dun and Bradstreet Information Services India Pvt. Ltd.
12.2007 - 10.2009
  • Managed business development within telecom, hospitality, consumer durables, and infrastructure sectors.
  • Developed tailored solutions for key clients, ensuring increased revenue and client satisfaction.
  • Key Achievement:
  • Successfully identified and cultivated new business opportunities in hospitality and consumer durables (e.g., Daikin, Grand Hyatt).

Senior Executive

Aidem Ventures (formerly NDTV Media Ltd.)
10.2006 - 10.2007
  • Developed business from the government sector for NDTV Network, working with ministries, PSUs, and autonomous organizations.
  • Delivered media solutions that met clients’ communication needs while ensuring maximum visibility and ROI.
  • Key Achievement:
  • Concept selling and program implementation for NACO and West Bengal Government, enhancing their visibility and achieving significant media savings.

Executive – Business Development

CNBC TV18 Media Ltd.
03.2006 - 09.2006
  • Developed business for government and corporate clients including tourism departments and state governments.
  • Delivered customized concepts to help promote state investments and attract new business.
  • Key Achievement:
  • Conceptselling and programimplementation for Chhattisgarh and Uttaranchal governments, creating media programs that attracted investments.

Summer Intern

RMG Connect, the Direct Marketing Division of JWT India
04.2005 - 05.2005
  • Assisted in project coordination to streamline communication across teams.
  • Executed daily administrative tasks to support departmental operations effectively.
  • Collaborated with team members to enhance workflow efficiency and productivity.
  • Conducted research and analysis to inform strategic decision-making processes.

Education

Post Graduate Diploma in Management - Marketing

Institute for Integrated Learning in Management (IILM)
01.2006

Post Graduate Diploma in Development Communication - undefined

A.J.K. Mass Communication Research Centre, Jamia Milia Islamia
01.2005

B.A. (Hons.) - History

Hindu College, University of Delhi
01.2002

Skills

  • Customer Relationship Management
  • Team Leadership
  • Improving team performance
  • Assertiveness
  • Escalation & Issue Resolution
  • Strategic Account Management
  • Customer engagement
  • Creativity and innovation
  • Persuasion techniques
  • Service excellence
  • Effective customer communication
  • Fluent in English and Hindi

Accomplishments

  • Increased team size by 75% (from 4 to 7) while expanding team capabilities to cover additional service functions.
  • Initiated direct customer engagement as part of a new service model, transitioning from RM-driven requests to customer-facing interactions.

Certification

  • Introduction to Securities & Investment (International) — Chartered Institute for Securities & Investment (CISI), London
  • Path for Success — Professional Sales Development Program, American Express
  • Various Internal Sales and Leadership Training

Extra-Curricular Achievements

Member, Student Committee on Placements, IILM (2004-2006) Member, Alumni Committee, IILM (2004-2006) Coordinator and Member of Fashion Team, Hindu College (2000-2002) First Position in inter-college fashion competitions (SRCC, KMC, SBSC) 9 years of Carnatic Classical Music (vocal)

Languages

English
Full Professional
Hindi
Full Professional
Malayalam
Limited Working

CAREER BREAK

  • June 2021 – June 2025
  • Took a career break to provide full-time care for my critically ill in-laws.
  • Focused on managing complex caregiving responsibilities while developing personal skills such as time management, multitasking, and emotional intelligence.

Timeline

Excellency (HNI) Relationship Officer (Team Leader)

Abu Dhabi Commercial Bank
08.2013 - 05.2021

Sales Manager – Global Commercial Cards

American Express Banking Corp.
05.2010 - 10.2011

Strategic Account Manager

Dun and Bradstreet Information Services India Pvt. Ltd.
12.2007 - 10.2009

Senior Executive

Aidem Ventures (formerly NDTV Media Ltd.)
10.2006 - 10.2007

Executive – Business Development

CNBC TV18 Media Ltd.
03.2006 - 09.2006

Summer Intern

RMG Connect, the Direct Marketing Division of JWT India
04.2005 - 05.2005

Post Graduate Diploma in Development Communication - undefined

A.J.K. Mass Communication Research Centre, Jamia Milia Islamia

B.A. (Hons.) - History

Hindu College, University of Delhi

Post Graduate Diploma in Management - Marketing

Institute for Integrated Learning in Management (IILM)

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