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    SheenaUppal (3 10)

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    milapdhami
    Sheena Uppal is currently working as an Assistant Manager and Citigold Relationship Manager at CitiBank N.A. She has over 4.5 years of experience in wealth management and relationship management roles. She is responsible for acquiring high net worth individual clients and providing comprehensive wealth solutions. Previously she has worked as a Wealth Counselor and Sales Management Associate at CitiBank, and as a Risk Analyst at Axis Risk Consulting. She holds a PGDM in Retail Management and a BMS in Marketing.

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    SheenaUppal (3 10)

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    Sheena Uppal is currently working as an Assistant Manager and Citigold Relationship Manager at CitiBank N.A. She has over 4.5 years of experience in wealth management and relationship management roles. She is responsible for acquiring high net worth individual clients and providing comprehensive wealth solutions. Previously she has worked as a Wealth Counselor and Sales Management Associate at CitiBank, and as a Risk Analyst at Axis Risk Consulting. She holds a PGDM in Retail Management and a BMS in Marketing.

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    Sheena Uppal is currently working as an Assistant Manager and Citigold Relationship Manager at CitiBank N.A. She has over 4.5 years of experience in wealth management and relationship management roles. She is responsible for acquiring high net worth individual clients and providing comprehensive wealth solutions. Previously she has worked as a Wealth Counselor and Sales Management Associate at CitiBank, and as a Risk Analyst at Axis Risk Consulting. She holds a PGDM in Retail Management and a BMS in Marketing.

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    © All Rights Reserved
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    Download as pdf or txt
    38 views2 pages

    SheenaUppal (3 10)

    Uploaded by

    milapdhami
    Sheena Uppal is currently working as an Assistant Manager and Citigold Relationship Manager at CitiBank N.A. She has over 4.5 years of experience in wealth management and relationship management roles. She is responsible for acquiring high net worth individual clients and providing comprehensive wealth solutions. Previously she has worked as a Wealth Counselor and Sales Management Associate at CitiBank, and as a Risk Analyst at Axis Risk Consulting. She holds a PGDM in Retail Management and a BMS in Marketing.

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    of 2

    SHEENA UPPAL

    Contact Number: +91 90820 03532 | Email ID: sheenauppal23@gmail.com


    DOB: 23rd November 1993
    Address: C wing 1202 & 1203, Palm Beach Residency, Sector 4, Nerul, Navi Mumbai- 400706

    PROFESSIONAL EXPERIENCE (4.5 years)

    Organization CitiBank N.A Duration May 2017 - Presently Working


    Designation Assistant Manager Role Citigold Relationship Manager

    Oct 2019- Till Date: Citigold Relationship Manager


    ● Provide wealth solutions to the HNI and ultra HNI segment of individual as well as corporate relations for
    the bank
    ● Acquisition of New-to-Bank CitiGold clients to enhance the book size
    ● Conducting financial need analysis of HNI clients and mapping needs to solutions offered by Citi
    ● Providing a comprehensive suite of products for business banking needs for MSME’s and SME’s with an
    annual turnover of less than 100 cr
    ● Cross- Selling of credit cards, mortgage and lending facilities to existing clients
    ● Regularly monitoring and reviewing client portfolios & enhancing the relationship value of existing clients by
    sales activities
    ● Presenting investment opportunities in global markets through the IPB (International Personal Banking)
    platform
    ● Organising events in conjunction with fund offices as well with the products team for the elite clients to
    enhance client relationship
    ● Product Exposure: Mutual Funds, Portfolio Management Service (PMS), Structured Products, Insurance
    Achievements:
    ● Consistently adding Citigold and Citi Priority clients every quarter thereby managing to grow AUM by 25%
    ● Increased penetration for PMS and Structured products
    ● Consistently adding client’s external portfolio to Citi basis the service provided thereby increasing the
    penetration and wallet share of the bank
    ● Responsible for planning and executing ‘Songstruck’ event for the branch, 2020

    Jan 2018- Oct 2019: Wealth Counsellor

    ● Primary role encompassed managing wealth for affluent salaried segment


    ● Managing an aggregate investment portfolio of ₹70cr along with savings account float of ₹80 cr
    ● Conducted financial need analysis of Citi Private, CitiGold & Citi Priority clients
    ● Responsible for driving sales and maintaining revenue of ~ ₹10 lakhs for the bank every month
    ● Cross- selling of credit cards, mortgage, foreign exchange to existing clients
    ● Enhancing the Net Relationship Value (NRV) of the clients and upgrading the account segment &
    penetrating into the untapped client base
    ● Focus on net new money and other fee based products to enrich bank AUM
    ● Organizing knowledge sharing events in conjunction with fund offices for the elite clients
    Achievements:
    ● Awarded with the prestigious ‘Shooting Stars’ trophy for over-achieving targets in Q2, 2019 among
    65 wealth counselors
    ● Higher than average portfolio penetration for PMS and Structured Products

    May 2017-Jan 2018: Sales Management Associate

    ● One of the top 20 management trainees pan India to be recruited as part of Sales Management Associate
    (SMA) programme with Citi
    ● Responsible to increase acceptance of the brand and expansion of business in Tier II location (Nashik)
    ● Drove two projects for Nashik branch as a part of Project Deepening (expansion strategy)- Acquiring new
    commercial clients with focus on high forex accounts to enrich the branch books & cross selling products
    to increase hooks of existing clients
    ● Successfully on boarded 4 commercial accounts which included prominent export players with an annual
    turnover of 50 crores plus each
    ● Enriched product portfolio for existing clients by 73% by cross sell of multiple products
    ● Drove digital growth by educating existing clients on newly launched platforms (HELLO &TWA) as well as
    existing online and mobile applications. Successfully migrated 28% of the base to digital platforms
    Achievement:
    ● Highest activation on Citigold Debit cards Pan India under Project Deepening
    ● Ranked 2nd overall among all SMA’s working on Project Deepening

    Organization Axis Risk Consulting Duration 6 months


    Designation Risk Analyst Role Supplier Risk Management
    Responsibilities:
    ● Worked on developing and monitoring supplier risk framework for a leading American conglomerate
    ● Partnered in the development of a white paper on ‘Defining third party risk and its management’ for a client
    through extensive research
    ● Worked on an FCPA (Foreign Corrupt Practices Act) project for an American multinational agrochemical and
    agricultural biotechnology corporation

    ACADEMIC PROFILE

    Degree Institute / School Board Year Results


    PGDM – K. J. Somaiya Institute of Management K. J. Somaiya Institute of 2017 8.3/10
    Retail Studies & Research Management Studies & (CGPA)
    Management Research
    BMS (Marketing) R.A Podar College of Commerce & University of Mumbai 2014 77.92%
    Economics, Mumbai
    HSC Swami Vivekanand Junior College, State Board 2011 85.67%
    Mumbai
    SSC Swami Vivekanand High School, Mumbai State Board 2009 87.53%

    KEY PROJECTS
    ♦ Summer Internship Project: Daimler India Commercial Vehicles- BharatBenz (2 months)
    Conducted an extensive competitor analysis for BharatBenz in the commercial vehicle segment by studying variables
    such as prices, GVW, payload etc
    Understanding product positioning for each vehicle variant for Bharatbenz and plotting it on a 2*2 matrix of Price &
    Technology
    Provided recommendations on each variant in terms of changes if required on its pricing strategy

    ♦ Live Project at Big Bazaar


    Understanding consumer behaviour during the annual sales period and providing recommendations to maximise
    potential.

    ACTIVITIES
    Positions of Responsibility
    ♦ Head of Ecommerce Vertical, Placement Committee at K.J. Somaiya Institute of Management Studies and Research,
    2015-17
    ♦ Head of Seminars and Workshops Department, R.A. Podar College of Commerce and Economics, 2013-14
    ♦ Head of Events Committee, R.A. Podar College of Commerce and Economics, 2011-13
    ♦ Lead the contingent for multiple inter and intra collegiate events, R.A. Podar College of Commerce and Economics,
    2011-2014

    Co-Curricular Activities
    ♦ Secured 98.76 percentile amongst 80,000 + students in the MBA Common Entrance Test, 2015
    ♦ Secured 1st rank in first year and 3rd rank in second year of PGDM
    ♦ Secured Outstanding grade for master thesis project on ‘Guerilla Marketing’, 2017
    ♦ Certifications: AMFI (Association of Mutual Funds in India) & IRDA

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