Janki Vyas is a seasoned banking professional with over 10 years of experience in operations, relationship management, and business development. She currently works as a Manager of Private Client Group at Kotak Securities Ltd. in Ahmedabad. She has a proven track record of developing profitable relationships with high-net worth individuals and managing teams and processes to enhance productivity and service excellence. She is skilled in banking, investments, financial planning and maintaining strong client relationships.
1. JANKI VYAS
E-Mail: janki.vyas@yahoo.co.in |Mobile: +91 7567714141 / +971 555627271
SEASONED PROFESSIONAL
BANKING OPERATIONS ~ RELATIONSHIP MANAGEMENT ~ BUSINESS
DEVELOPMENT
PROFESSIONAL SYNOPSIS
Insightful experience of 10 years in Banking Operations, Financial Advisory, Relationship Management, Client
Relationship & Team Management.
Currently working with Kotak Securities Ltd., Ahmedabad as a Manager – Private Client Group.
Proficient at managing & leading teams for running successful process operations & experience of developing
procedures, service standards for business excellence
Proven track record of managing processes and streamlining workflow & creating team work environment to
enhance productivity innovatively
Acquired exceptional understanding of financial planning and demonstrated track record developing profitable
relationships with high-net worth individuals.
High-impact professional with a strong ability to identify initiatives and facilitate action-driven plans to support
corporate growth and objectives.
Extensive knowledge of CRM and Flexcube to maintain proper leads, follow up status and client interactions.
Possess excellent interpersonal, communication and organizational skills with demonstrated abilities in team
management, crisis management & customer relationship management
CORE COMPETENCIES
Strategic Planning Banking Operations Relationship Management
Account Management Training & Development Coordination
Financial Advisory Client Servicing Team Leadership
Structured Thinking Business Judgment Motivation Skills
Communication Skills Networking Negotiation / Problem Solving Skills
SKILL SET
Highly committed professional, complimented by an analytical mind
A critical thinker with the ability to work accurately & pay attention to details
Self –directed individual with determination to accomplish the job in hand
Prompt learner & effective communicator with the ability to quickly adapt to new situation
Excellent interpersonal, negotiation, mathematics, problem-solving & organizational skills
Merit of independently executing end to end assignments
Possess the capacity for good judgment of business and strategic issues.
CAREER MILESTONES
At KOTAK Securities , Ahmedabad
Sourced largest portfolio across Gujarat in the very 1st month of joining
Consistent Over achievement of KRA since Joining.
Essayed a key role in efficiently creating the largest portfolio with in a six month only.
Since joining I had been topper pan India.
At HDFC Bank, Rajkot
Merit of efficiently clearing various banking certifications of HDFC in first attempt.
Recognized as the Most Energetic Team Player of the branch.
Distinction of attaining the fastest growth as a Branch Manager in the history of I Sec and managing the largest
portfolio of HDFC with certifications like AMFI & IRDA.
Essayed a key role in efficiently handling the largest portfolio across Rajkot worth Rs. 82 Crs. CASA value.
At ICICI Securities Ltd.
2. Appreciated & recognized as the No. 1 Branch Manager for wealth business.
Attained the lowest attrition PAN India.
Played a vital role in attaining 19 % profit for YoY growth basis at branch level.
Competently won all the contests in I Sec.
Consistently shortlisted for ICICI Talent Pool & rose to the level of a Branch Manager.
At Reliance Money
Demonstrated excellence in continuously achieving the pre-set targets.
Recipient of Memento and Certificate for acquiring highest number of policies login (Life Insurance) in a day.
Resourcefully attained the highest number of R money accounts across Gujarat.
Recognized as one of the Top 5 Relationship Officers in Pan India and number 1 in Gujarat.
CAREER HIGHLIGHTS
May’15- Till date
Jul’13 – Dec’13
Kotak Securities Ltd.
HDFC Bank, Rajkot
Manager – Private client Group
Manager – Retail Branch Banking
Mar’10 – Jun’13 ICICI Securities Ltd. Branch Manager, Pune / Vadodara
Dec’07 – Aug’09 ICICI Securities Ltd. Sr. Relationship Manager, Rajkot
Sep’06 – Dec’07 Reliance Money Sr. Relationship Officer, Rajkot
Jul’05 – Aug’06 Centurion Bank of Punjab Ltd. Universal Banking Officer, Rajkot
Mar’04 – Jun’05 Divya Tourism P Ltd. Customer Service Officer (Rajkot)
Key Deliverables
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships
with high net worth clients.
Accountable for delivering absolute performance within the return and risk range agreed upon with the investors.
Making right selection & taking decisions for the securities in the portfolios thereby ensuring higher returns.
Providing high net worth individuals with tailored wealth and investment solutions.
Designing and providing customized investment products and banking solutions to retail as well as corporate
customers in sync with their risk profiles.
Consistently interfacing with the clients, understanding their requirements & ensuring optimum accomplishment
of client satisfaction.
Maintaining MIS for DSRs and prospective closures; handling products for wealth creation, wealth preservation
&wealth enhancement such as equity based portfolio, derivatives, mutual funds, life insurance, non-life
Insurance, PMS, private equity & loans for HNI customers.
Offering solution based service - client education programme, financial planning, portfolio evolution & will
drafting; assisting the clients with comprehensive financial Planning.
Spearheading the marketing and sales activities for Mutual Funds, Insurance, Private Equity, Structured Products,
PMS and Term Deposits for the branch.
Rendering assistance to the business clients entailing business lending requirements as well as in handling
various remittances and forwards. Assisting the clients with comprehensive financial Planning.
Coordinating with processing/ product teams for accomplishment of necessary deliverables.
IT SKILL SET: Gained expertise in MS – Office, MS- Excel , MS- Power Point Presentation & Internet Operations.
CERTIFICATIONS: IRDA & AMFI Certified
ACADEMIA
MA M.V.M College, Saurashtra University, Rajkot 2007
BA M.V.M College, Saurashtra University, Rajkot 2005
PERSONAL DETAILS
Date of Birth : 21st
January 1985
Languages Known : English, Hindi and Gujarati.
Address : B-503, AATMIYA HEIGHTS, At Maneja Crossing, Makarpura Road, Vadodara