Magazine : Mrinal Malik
Current
SERVICE
Education
B.Com
Industry
Banking/Financial Services/Broking
Mrinal Malik ’s experience
Sr. Financial Planning Manager
at
HSBC Bank Ltd.
, Delhi, INDIA
January 2008 – Currently Working
Industry: Banking/Financial Services/Broking
Functional area: Banking / Insurance
Takes care of all products under the umbrella of Wealth
Management – majorly insurance & Investments (through MF &
SIP’s) Establishing various financial needs of Customers
via Financial Planning. Ensuring Compliance to be integral
part of Sales. Acquisitions of new customers to increase the
base and for the upsell as well as cross sell of the products.
Procuring customers for Wealth Management Services of
HSBC.
Management – majorly insurance & Investments (through MF &
SIP’s) Establishing various financial needs of Customers
via Financial Planning. Ensuring Compliance to be integral
part of Sales. Acquisitions of new customers to increase the
base and for the upsell as well as cross sell of the products.
Procuring customers for Wealth Management Services of
HSBC.
: Assistant Sales Manager at HSBC Bank Ltd. , Delhi, INDIA
October 2005 – December 2007
Acquisition of new customers to increase the book size of
Bank. Planning various marketing activities & events.
Look after tie ups with Shipping Management companies for
Acquisition of NTB Customers. Promotion of Power Vantage &
Premier Accounts of HSBC Mobilization of Deposits. Cross
Sell of Investments & Insurance
Bank. Planning various marketing activities & events.
Look after tie ups with Shipping Management companies for
Acquisition of NTB Customers. Promotion of Power Vantage &
Premier Accounts of HSBC Mobilization of Deposits. Cross
Sell of Investments & Insurance
Sales Executive at ICICI Bank Ltd , Delhi, INDIA
September 2004 – September 2005
Promotion of Savings accounts & Mobilization of
Deposits Managing the team of 8 executives for the
procurement of business. Maintaining & developing
relationships with the customers. Planning & Organizing
various marketing activities & events.
Deposits Managing the team of 8 executives for the
procurement of business. Maintaining & developing
relationships with the customers. Planning & Organizing
various marketing activities & events.
Asst Unit Manager at ICICI Web Trade Ltd. , Delhi, INDIA
February 2004 – August 2004
Marketing & Servicing of Online Trading business of ICICI Web
Trade Limited. Managing the team of five persons for the
procurement of Loan Against Securities Online Trading
accounts. Market Development for LAS Online for whole Delhi
NCR Region. Maintaining & Developing relationships with the
HNI segment customers.
Trade Limited. Managing the team of five persons for the
procurement of Loan Against Securities Online Trading
accounts. Market Development for LAS Online for whole Delhi
NCR Region. Maintaining & Developing relationships with the
HNI segment customers.
Mrinal Malik ’s education
B.Com,
DELHI UNIVERSITY ( CORRESPONDENCE) [2004/March]
, DELHI
Mrinal Malik ’s additional information
Interests:
Investing into direct Stocks, Adventure sports,
Awards and achievements:
1.Pan India number One in Cust Acquisition HSBC North India in 2007
2.Pan India number One in Sourcing maximum number of Online Trading Accounts in ICICI WebTrade Decembe 2004
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