Nalin Mehta
Director (AVP) - Wealth @ HDFC Bank Ltd | MBA in Marketing & Sales
- Role
- Director (AVP) - Hdfc Bank Wealth at HDFC Bank Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Nalin Mehta
With a robust foundation as a Certified Fellow from the Insurance Institute of India, my…
Experience
Director (AVP) - Hdfc Bank Wealth
Jun 2022 — Present · Mumbai, IN
Key Deliverables• To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques• Offer Private Banking / Wealth Management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives• Managing relationships of super HNI clients & retaining the relationships • Acquiring high value relationships into the private banking groups• To achieve sales target in terms of income generated across all advisory products in slab of INR 1.5 Crores• To be updated on the financial markets and in advisory products / services in particularProfessional Achievements• Qualified for R&R by sourcing business of INR 3 Crores in ICICI Prudential Equity Opportunities Fund AIF across 3 UCTs in April 2023 • Received Gold Star Award in recognition of significant contribution to the organization in FY 2022-23• Acquired new clients with Net Sales of more than INR 21 Crores from October 2022 to March 2023• Achieved Income of INR 1.58 Crores in a span of 6 months from October 2022 to March 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.