Jeevan Jyoti Jj Ratha
Senior Relationship Manager- Priority @Standard Chartered
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WORK HISTORY
Senior Relationship Manager- Priority @Standard Chartered
South Mumbai, IN
Key Responsibilities:1. Client Relationship Management: Nurtured client relationships through continuous engagements and risk profiling, ensuring tailored solutions met client needs.2. Business Development: Identified potential customers and provided customized solutions, driving growth and client satisfaction.3. Cross-Functional Collaboration: Worked in a dynamic environment with multiple stakeholders to design and deliver investment products aligned with client requirements.4. Portfolio Management: Managed a book of 200 Priority clients, delivering personalized service and solutions.5. Product Sourcing: Sourced Priority Accounts (NTB) and Investments, including MFs, PMS/NDPMS, AIF, Bonds, Insurance, Mortgages, Cards & Remittances.6. Cross-Border Opportunities: Referred Cross Border Accounts, expanding business opportunities for the clients in Dubai, Singapore & Jersey Island.7. Segment Growth: Achieved ETB FUM qualification to the Affluent segment, driving business growth.
EDUCATION
Alliance University
EPGDM, Specialized Sales, Merchandising and Marketing Operations
B.J.B. Autonomous College, BBSR, Khurda
BA - Bachelor of Arts, Sociology
SKILLS
ABOUT JEEVAN JYOTI JJ RATHA
Key Responsibilities1. Client Relationship Management: Nurtured client relationships through continuous engagements and risk profiling, ensuring tailored solutions met client needs.2. Business Development: Identified potential customers and provided customized solutions, driving growth and client satisfaction.3. Cross-Functional Collaboration: Worked in a dynamic environment with multiple stakeholders to design and deliver investment products aligned with client requirements.4. Portfolio Management: Managed a book of 200 Priority clients, delivering personalized service and solutions.5. Product Sourcing: Sourced Priority Accounts (NTB) and Investments, including MFs, PMS/NDPMS, AIF, Bonds, Insurance, Mortgages, Cards & Remittances.6. Cross-Border Opportunities: Referred Cross Border Accounts, expanding business opportunities for the clients in Dubai, Singapore & Jersey Island.7. Segment Growth: Achieved ETB FUM qualification to the Affluent segment, driving business growth.
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