Amarnath Mukhopadhyay

• Lead HSBC Wealth and Personal Banking (WPB) Team for Newfoundland & Labrador, I drove strategic and operational leadership across market, consistently achieving key growth and profitability targets
• My proactive approach involved strategically seeking out and cultivating relationships with high-value prospects, both domestically and internationally, capitalizing on HSBC's expansive global network amidst world's economic globalization
• I possess extensive understanding of financial services, including private banking, investments, estates, and trusts, which informs my strategic decision-making and client advisement
• I spearheaded deployment of tactical strategies and initiatives across province, fostering culture of compliance and fostering constructive relationships with regulatory authorities
• Consistently ranked within National Top Quartile for performance in 2019 and 2023, demonstrating track record of excellence
• Played pivotal role in strategic development and successful launch of Private Client Services and Retail Business Banking solutions in Newfoundland & Labrador, contributing significantly to HSBC's regional prominence
• In collaboration with Commercial Banking, I have been instrumental in expanding Mass Affluent & Private Client Services market share for HSBC in Newfoundland & Labrador by enhancing our market presence through strategic alliances and establishing strong community connections
• Innovatively expanded our global market share by partnering with multinational corporation to manage their international operations
• I am committed to professional growth of my peers, actively mentoring, and disseminating best practices within industry
• Successfully maintained Top Quartile Branch Position during HSBC-RBC Acquisition, coordinating and guiding seamless integration of teams and clients throughout merger process.

• Maintained compliance with industry regulations, minimizing risk exposure for company through diligent oversight of operations.
• Maintained friendly and professional customer interactions.
• Maintained branch files for major accounts, investments and employees.
• Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
• Monitored financial transactions to detect any suspicious activity or potential fraud.

• Senior adviser helping clients on both sides of balance sheet with complex credit and investment needs
• Plan and execute on fostering personal and small business relationships
• Possess expert knowledge of TD Products & Services, the local market, competitive offers and economic trends
• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
• Mentored junior advisors to enhance team performance and drive overall success within the firm.
• Engaged prospective clients in effort to build and develop new business opportunities.

- Exceed Individual Sales Revenue and Volume Targets
- Secondary Reviewer of Credit Files
- Demonstrate successful customer and small business acquisitions

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.

• Top Quartile Performer
• Create memorable customer experience by proactively providing advice and referrals to internal partners
• Contribute towards branch Operational Excellence and comply with banking and industry regulations
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.
• Responded to customer requests for products, services, and company information.