Aditi Kesharwani
Associate Director @HDFC Bank
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WORK HISTORY
Associate Director @HDFC Bank
Pune, IN
Relationship Manager at HDFC Wealth Private BankingAs a Relationship Manager at HDFC Wealth Private Banking, I excelled in providing tailored financial solutions to high-net-worth individuals. Prospected, acquired, and managed high-value clients, consistently surpassing sales targets and increasing assets under management.Collaborated with experts to offer wealth planning, investment advisory, and estate planning services.Ensured high client satisfaction by promptly resolving concerns and conducting regular portfolio reviews.Stayed updated on financial market trends, regulations, and investment opportunities.Leveraged innovative tools for efficient client communication and reporting.Developed a strong network of referral sources to broaden service offerings.Committed to ongoing professional development and certification in finance and wealth management.My achievements in enhancing clients\' financial well-being and building enduring partnerships reflect my dedication to the role. Connect with me to explore how I can contribute to your financial success.
EDUCATION
City Premier College
Bachelor of Business Administration - BBA
IBS Hyderabad
Master of Business Administration - MBA
ABOUT ADITI KESHARWANI
As an MBA graduate with a specialization in marketing, I\'m passionate about using…
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