Awards and Recognition

  • Recognized as in the Top Quintile of high producers for newly hired Client Managers – Bank Of America, Q3 2008
  • Recognized twice by the Market Manager for having highest Client Delight score of 100% on my Team of 12 Client Managers – Bank Of America, Q2 and Q3 2008
  • Circle of Excellence Award – Wells Fargo, March 2006
  • Sales Commendation from District Manager– Wells Fargo, March 2006
  •  WOW Sales and Service Award – Wells Fargo, March, May and December 2005
  • Recognized as Top 5% of Bankers nationwide for referring high-quality customers to the PCS Business Development Group – Wells Fargo, March 2005


To use my sales, management, and marketing backgroud to gain entry into the Internet / Web 2.0 industry


2009 - 2011


2003 - 2004


San Jose State University

Work experience

Work experience
Jan 2008 - Jan 2009

AVP, Premier Client Manager

Bank of America
  • Demonstrates comprehensive financial planning capabilities through assessing needs, identifying opportunities, and recommending financial solutions to clients.
  • Builds a portfolio through strong business development skills, and external client acquisition
  • Uses superior relationship building skills to cross sell Banking and Investment Products to Select Mass Affluent households
  • Cultivates effective revenue generating partnerships with other LOB partners emphasizing a team based approach
  • Recognized for having the Highest Client Delight in the tumultuous Q2 and Q3 of 2008 
Aug 2006 - Jan 2008

Banking Center Manager Associate

Bank of America
  • Set Sales and Service goals for associates within the banking center
  • Coached and developed existing and newly hired Bankers, Tellers and Operations Personnel
  • Led a teamof sales and service professionals to meet and exceed aggressive sales goals and service targets
  • The majority of the time was spent on the sales floor of the banking center greeting customers, directing them to the appropriate areas of the center, and ensuring that the customers' needs are met, while observing the team in action "through the eyes of the customer."
Jan 2006 - Aug 2006

Registered Assistant Manager

Wells Fargo Bank
  • As part of the store management team, was responsible for contributing to the overall success of the branch through quality leadership, customer service and risk management
  • Assisted the Store Manager in establishing sales and service goals
  • Created, trained and coached a successful sales, service and referral team
  • Responsible for ensuring compliance with audit and operational regulations and guidelines
  • Awarded the prestigious Circle of Excellence Award in Q1 of 2006 for outstanding sales performance.
Aug 2004 - Dec 2005

Personal Banker

Wells Fargo Bank
  • Proficient at educating clients about new products/offers and handling customers with utmost care and attention
  • Job duties included greeting customers, building a relationship with clients, profiling potential and existing customers, matching products to fit their needs, educating clients about products and making further recommendations
  • Awarded the WOW Sales and Service Awards three times
  • Consistently ranked in the top 10% of bankers in the market for sales
  • Exceeded Goals by over 300% in Q3 and Q4 of 2005



Public Speaking and Presenting

Consultative Sales

Fluency in English, Hindi and Marathi

MS Office Suite



Series 66


Series 7