Vaibhav Rawool

E-Mail: vaibhz.rawool@gmail.com
Phone: +91-98207 04515

An enthusiastic & high energy driven professional, targeting assignments in Product Management
Lifecycle / Corporate Sales / Marketing with a reputed organization
Location Preference: Mumbai / Pune

 A focused professional with nearly 15 years with zeal to make a winning career in Wealth
Management, Sales, Business Development and Customer Relationship Management
 Skilled in acquiring, developing & servicing long-term relationships with High Net Worth
Profile Individual (HNI) clients; prospecting & identifying new leads and pitching to the clients for
Summary achieving targeted business
 Highly successful in impacting consistent growth in revenue/profit and improving top-line
& bottom-line performance
 Supervised 8 sales managers 7 branches and 2 channels (corporate banking / private
banking groups)
 A go-getter with strong communication, coordination, analytical & networking competencies

CORE COMPETENCIES
Retail Banking Operations Business Development
Wealth Management Marketing
Know Your Customer (KYC) Norms P&L Management
Cross Selling / Compliance Client Relationship Management

ORGANIZATIONAL DETAILS
Mar’12-Till Date: HDFC Bank Ltd., Mumbai
Growth Path / Deputations:
Mar’12-Dec’14: Imperia Client Relationship Manager, Bhulabhai Desai Road
Jan’15-Till Date: Area Sales Manager, Kamala Mills

Jun’08-Mar’12: The Hong Kong & Shanghai Banking Corporation, Bandra (W), Mumbai
Growth Path
Aug’06-May’08: As Premier Sales Officer
Jun’08-Dec’10: As Financial Planning Manager
Jan’11-Mar’12: As Wealth Manager- HSBC Advance

Role:
 Spearheading complete branch operations and planning & implementing strategies in coordination with
various departments towards tapping nascent market territories and enhancing market penetration
 Developing & implementing strategies with focus on growing business volumes, base of HNIs & corporate
customers; monitoring clients’ portfolio performance & conducted profitability analysis
 Conducting brain storming sessions with team and branch managers for determining strategic scope for
further enhancement of business
 Executing and achieving fincon targets for the assigned clusters & channel
 Managing escalations till successful closures with interacting across departments in the back-end
 Organising activities in corporate with regular liaison with the corporate senior management
 Acquiring servicing of High Net Worth customers; profiling customers and providing financial products to
meet customer needs
 Delivering end-to-end financial solutions as per the client’s requirements

Highlights:
At HDFC Bank Limited
 Managed
o Premium Card Business across clusters and channel of 140 portfolios asArea Sales Manager
o High Net Worth Imperia customers of the Bank with AUM of 50 Crores on Aug’12 as Imperia Client
Relationship Manager
 Achieved cross-sell targets worth INR 100 Crores through measures such as acquiring new clients and
generating business from existing clients

At The Hong Kong & Shanghai Banking Corporation

 Managed HNI customers of the bank with AUM of 15 crores which includes SA, TD & wealth portfolio
 Increased portfolio from 40 crore to 75 crore through cross selling, enhancing and upgrading the High Net
Worth relationships
 Provided financial planning & investment advice like investing in SIPs, mutual funds, insurance and FDs
 Qualified for
o Malaysia in the contest called HUM SE AAGE HUM in 2010
o Goa in the contest called Jo Jeeta Wohi Sikander in 2011
 Won vouchers and gold coins in the contest called in 2010
 Achieved 250% of the premier NTB target and 300% of liability target in the financial year 2007-08
 Ranked as PAN India No. 5 for Financial Year 2009-2010
 Successfully generated revenue of 20 lakhs in financial year 2009-2010
 Worked on Wealth Management Solutions for HNI & NRI customers with the help of products like Insurance,
Mutual Fund, PMS, Mortgage, Equity Based Product and acquiring New to Bank Customers (NTB)
 Acquired premier New to Bank accounts (NTB) with an AOC of 5 lakhs

PREVIOUS EXPERIENCE
Jan’04-Aug’06: American Express Services India Ltd., Mumbai
As Wealth Manager- HSBC Advance
Highlights:
 Maintained highest standard for Card Acquisition across all products as per the company policy as well as
to make sure that customer satisfaction is at maximum level
 Qualified for Ambassador Club Awards
 Achieved
o 100%+ of advance sales points (revenue) target in six months
o 300% of premier NTB Target for which received awards

CERTIFICATIONS
 AMFI (Association of Mutual Funds in India) in 2009
 IRDA Certification (Insurance Regulatory & Development Authority) in 2009

IT SKILLS
 MS Office Suite

ACADEMIC DETAILS
 B.Com. from Mumbai University in 2004

PERSONAL DETAILS
Date of Birth: 22nd January 1983
Languages: English, Hindi and Marathi
Mailing Address: A/402, Sahyadri Co-op Hsg Society, Devipada, NearTata Power, Borivali (East), 400006
Passport No.: J1640451