Natarajan K
Business Development Manager at kotak life- Claim this Profile
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English Full professional proficiency
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TAMIL Native or bilingual proficiency
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Telugu Native or bilingual proficiency
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Malayalam Elementary proficiency
Topline Score
Bio
Credentials
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Digital Marketing
HubSpotJan, 2022- Oct, 2024
Experience
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kotak life
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India
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Insurance
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700 & Above Employee
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Business Development Manager
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Nov 2022 - Present
Heading Tamilnadu & Karnataka Heading Tamilnadu & Karnataka
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YES SECURITIES
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India
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Capital Markets
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400 - 500 Employee
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Cluster Head
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Mar 2021 - Apr 2023
Mutual Funds,PMS,Demat,Bonds,Loans,Wealth Advisory Mutual Funds,PMS,Demat,Bonds,Loans,Wealth Advisory
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ICICI Securities
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India
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Financial Services
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200 - 300 Employee
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Regional Product Manager | Retail Banking
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Feb 2017 - Feb 2021
✔ Communicating, collaborating and negotiating with key stakeholders (value stream leaders, business groups and control groups). ✔ Creating & cascading action plan across relationship managers and ensure to meet weekly & monthly targets for the list of products such as Mutual Fund, PMS, FD, Bond, Insurance, Loans, CASA. ✔ Driving activation, non-trading and stop trading conversion through branches. ✔ Delivering products demo through PowerPoint presentation to the clients across multiple branches. ✔ Encouraging and supporting the team to enable them design powerful marketing contents. ✔ Ensure more lead generation for products and utilization of digital marketing tool to penetrate more customer base. ✔ Wealth management under demonstrating track record in developing profitable relationships with high net worth individuals & NRIs. ✔ Focusing on deliverable –activation, retention / win-back and revenue. ✔ Managing customer service operation, receiving and escalating customer requests with resolution ensuring service quality norms with minimum TAT. ✔ Developed an action plan on achieving monthly targets for the branch and performance boost for Relationship Managers. ✔ Drive process improvements related to both PL's including various product lines and closely work with third party service providers to improve on operational activities. ✔ Provided pre & post-sales support to the RMs and new joinees. Show less
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Axis Bank
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India
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Banking
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700 & Above Employee
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Customer Service Manager
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Sep 2012 - Feb 2017
✔ Cross-selling for products like FD, Current & Saving's accounts, Loans, Mutual Funds, Insurance, DEMAT, Credit Cards. ✔ Worked closely with customer that lead to conduct analysis for the monthly de-brief sessions with Business teams to bring Voice of customer perspective. ✔ Conducted root cause analysis to ensure on building relationship manager's performance. ✔ Conduct mystery shopping / auditing / branches and the ATMs for exercising to deliver best practice. ✔ Managing branch activities including record management, safety measures, ATM functioning, customer service meetings on a monthly basis and lead generation analysis for multiple products. ✔ By meeting corporate customers and high net worth individuals, developed FDs under CASA book size of the branch. ✔ Worked with external technology partners to facilitate implementation of the customer platform. ✔ Ensured to achieve higher internal audit rating for responsible operational team. ✔ Managing bank reconciliation record under the vault register, compliance register, KYC, AML, MIS of the relationship manager's performance on daily / monthly basis. ✔ Driving Compliance and Policy adherence with Operational and regional teams. Show less
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ICICI Bank
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India
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Banking
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1 - 100 Employee
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Assistant Manager
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Mar 2008 - Sep 2012
✔ Opening of DEMAT, NRIs, FD investment accounts and loan against security. ✔ Ensure to process outstation customers' cheques and payments in a timely manner and managed to lead CMS (Cash Management Service) team efficiently. ✔ Successfully managed to operate Finacle Core Banking Application developed by Infosys. ✔ Successfully implemented system upgradation in collaboration with IT team without disturbing existing banking operation system. ✔ Opening of DEMAT, NRIs, FD investment accounts and loan against security. ✔ Ensure to process outstation customers' cheques and payments in a timely manner and managed to lead CMS (Cash Management Service) team efficiently. ✔ Successfully managed to operate Finacle Core Banking Application developed by Infosys. ✔ Successfully implemented system upgradation in collaboration with IT team without disturbing existing banking operation system.
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Lundbeck
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Denmark
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Pharmaceutical Manufacturing
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700 & Above Employee
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Product Specialist
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Mar 2002 - Mar 2008
✔ Managed Chennai region by introducing and promoting company's researched medicine products to the doctors and specialty hospitals. ✔ Consistently met the monthly product sales targets by efficiently coordinating with pharmaceutical distributors. ✔ Managed Chennai region by introducing and promoting company's researched medicine products to the doctors and specialty hospitals. ✔ Consistently met the monthly product sales targets by efficiently coordinating with pharmaceutical distributors.
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Education
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University of Madras
Master of Business Administration (MBA), Finance