Mona Das

Finkid aims to build on money management skills for children. It is very important for them to learn these skills early in their life to be better prepared for future. On a mission to educate children about financial skills.

» Successfully cleared the NISM Series V A- Mutual Fund Distributors Certification Exam Feb 2023. » Successfully cleared IRDA certificate exam in Life insurance May 2023. » Gained experience of trading in Stock market by investing own money to build a portfolio for the entire family. I have been able to generate a return of 12-15% annually. Apart from investing in Stock market, I have built a healthy SIP portfolio of mutual funds.

» Managed HNI Customer and Assets of INR 25 Lakhs and above. Provided wealth management services and offered comprehensive Financial Planning Services to 60% of the customer database. » Assisted customers in Asset Allocation, Risk reduction and portfolio diversification and Cross-selling – Retail Loan products, Credit Cards and Business Accounts. Cross sold to 70% of the customers managed by me. » Monitored accounts and conducted due diligence on a regular basis to check for money laundering. » Ensured that sales quality audit requirements are met, and I have always scored an exceptional sales quality review.

» Worked as a single point of contact for all Premier customers by liaising with other departments, support functions and business of the bank to meet all service needs of customers » Facilitated client account opening and monitored daily clients, company and counter party trading exposures. Provided support to officers regarding Compliance and Operations matters of company. » Ascertained all procedures are in compliance with regulatory requirements and internal policies. Drafted reports and maintained sound filing system according to group policies. » Established and enhanced HSBC Premier Relationships (the most valuable segment of the Personal Banking customer base). » Referred the maximum amount of insurance business and successfully won a gold coin (5gm) during the shopping festival contest. » Have ensured that the customer service mystery shopping score targets of the Premier department have always been above 90%.

» Facilitated account opening for accounts where the balance maintenance requirement was INR 1 Lakh. » Cross Sold financial Planning to the Power vantage customers by successfully referring them to financial Planners. Won gift vouchers worth INR 10K for having referred the highest number of customers in the branch. » Cross sold credit cards, home loan and personal loans. Successfully facilitated cross selling to more than 50% of the customer database. » Ensured the overall growth and success by deepening relationships with existing customers and new acquisitions. » Referred 150% of annual insurance target business and successfully won a trip to Malaysia in 2006 from TATA-AIG.

» Engaged in activities entailing sourcing and processing of personal loans and home loan requirements of customers. » Evaluated financial documentation for taking Builder approvals and ensured all details are accurate and submitted in a timely fashion. » Facilitated in helping the Branch achieve the home loan target across all customer segments. » Met and exceeded annual sales targets by an average 0f 30% each year.