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