Prakriti Tripathi

About Prakriti Tripathi

Virtual Relationship Manager | Priority and HNI client Servicing | Private Banking

Experience

1. Investment Advisor

   HDFC Bank

   Aug 2022 — Present · Lucknow, IN

   Young and Dynamic Professional with Strong Analytical and Client Facing skills Leveraging Strong communication and Team collaboration skills to provide Financial services to HNI clients Achieved high success at bringing in a cumulative figures of investments worth 15 lacs to the Firm, aiming at analysing the trends with the clients Financial requirements and advisory solutions to cater specific investments Owned and Managed consistent interactions, timely support and building asset portfolios worth 29 crore valuation across Financial services Developed Meaningful insights by applying demographic Profiling strategies to HNI Clients and generating revenues by offering a host of Financial services Dealing with more than 1700 HNI Clients by using appropriate problem solving strategies, offering solutions using data driven approach Training and assisting New Members in the team to ensure collaborative Team performance with software training and Product knowledge support Developed hard skills by working with Softwares such as sprinkler, Tableau and Microsoft Excel for Data Management and Cross selling Financial ProductsDeveloped high attention to detail by dealing with highly sensitive data and ensuring ethnic integrity with the banking norms

Education

• GLA University

  Bachelor of Business Administration, HR & BANKING

  2015 — 2018

• Institute of Management Studies (IMS) Ghaziabad - Business School

  PGDM - Post graduate diploma in Management , HR & Marketing