Upasana Menon

About Upasana Menon

As a portfolio manager at HDFC Bank, I leverage my postgraduate degree in finance and operations to provide high-quality wealth management solutions to high net worth individuals. I have over seven years of experience in core banking functions, including consumer banking, retail banking, client onboarding, audit, and operations. I excel at identifying and upgrading potential customers, cross-selling products across various segments, and ensuring the highest levels of service and satisfaction.I am passionate about driving digitization, innovation, and value creation for my clients and my organization.

Experience

1. Manager

   HDFC Bank

   Jul 2018 — Present · Pune, IN

   Portfolio Management1. Acquiring & Onboarding New To Bank client & supporting the management to help grow the NTBs for retail and corporate business. Working very closely with branch network to drive quality referrals.Focus on timely and accurate delivery of all client requirement as well as delivering superior customer service.2.Constant Monitoring of the Portfolio and ensure Timely Renewals. Collaborate with product specialists, subject matter experts, credit and service teams to ensure structured and customized solutions as per the requirement of customers.3.Providing the clients fund and non-fund based working capital facilities for business operations.4.Timely and effective escalation of potential issues to the management.5.Ensure the KYC/AML norms of the bank are complied with at all times.Regulatory reporting of identified customers through Large Transaction reports6.Serve them digitally, migrating clients to digital to have least manual Transacting clients,elevate these relationships to higher wallet share through digital platforms like HDFC Smart Wealth, PayZapp, HDFC SKY & InvestNow.7.Responsible for managing cross-functional relationships with all teams. Train and lead staff in establishing effective working relationships with clients8.Conduct client focused discussions, evaluate current product use and cross-sell new products.

Education

• Apeejay School Of Management

  PGDM/MBA

  2013 — 2015

• University of Delhi

  Bachelor of Arts (BA)

  2010 — 2013

Skills

• Microsoft Office
• Marketing Strategy
• Research
• Financial Analysis
• Microsoft Word
• Team Leadership
• Persuader
• Business Development
• Teamwork
• Powerpoint
• Microsoft Excel
• Interpersonal Communication Abilities
• Public Speaking