Experience

Sundaram Asset Management Co. Ltd.

• Financial Services
• 100 - 200 Employee

• Area Head

  • Jan 2022 - Present

• Branch Manager

  • Sep 2020 - Present



Knowledge Is Power

• India
• Education Administration Programs
• 200 - 300 Employee

• Senior Wealth Manager

  • Aug 2019 - Apr 2020

  •To prospect, acquire and retain clients. •To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios. •To coordinate with product and research team for taking investment decision for the clients. •To recommend strategies clients can use to achieve their financial objectives, , including specific recommendations in such areas such as cash management , insurance coverage other than investment planning also to ensure a one point relationship for the client. •To review client’s investment ne4eds to determine whether market changes, life changes, economic changes or financial performance indicate a need for portfolio reassessment. Show less



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Preferred Relationship Manager

  • May 2018 - May 2019

  • Managing the High Net Worth customer of the Bank. • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. • Profiling customers and provide financial products to meet customer needs. • Ensuring the highest levels of service to the High Net Worth customers. • Providing financial planning and investment advice. • Sales targets spread across Liabilities, Retails Assets, Busines Banking, Forex, Credit Cards, Online trading etc. • One point contact for all requirements of High Net Worth customers in the Branch. • Acquisition and Servicing of High Net Worth Customers. Show less



IndusInd Bank

• India
• Banking
• 700 & Above Employee

• Senior Relationship Manager

  • Dec 2016 - May 2018

  • Build and deepen relationships with existing wealth customers to achieve increase in share of wallet and revenues. • Have complete knowledge of the customer base in terms of the profile, demographics and assets in the bank and in other places. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Individually acquire and nurture HNI clients Banking and investment requirements. • Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI clients. • Ensure coverage of customer base in accordance with the group approved matrix. • Aggressive Sales call plans to acquire large prospective customers through referrals. • Increase CASA balance in allocated portfolio either through deepening or acquisition. Show less



YES BANK

• India
• Banking
• 700 & Above Employee

• Financial Partner

  • Jan 2016 - Nov 2016

  • Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. • Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships. • Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. • Face to the client and First person Responsible for service and sales satisfaction of mapped clients. • Driving revenue business to generate fee income through products like mutual funds, investments and insurance. • Capture and maximize the business opportunity through detailed client profiling as per organizational process. Show less



Nippon India Mutual Fund

• India
• Financial Services
• 700 & Above Employee

• Assistant Manager

  • Aug 2013 - Dec 2015

  • Implementing sales and marketing goals to ensure share of market and profitability of services. • Maintaining relationships with major private banks and national distributors. • Complete understanding of Equities, balanced and debt instruments. • Developing and executing marketing plans and programmes, both short and long range to ensure the profit growth and expansion of company services. • Relationship building with existing client base in order to generate new references. • Educate investors about mutual fund industry and products through IAP (Investor Awareness Program). • Reviewing & interpreting the impact of financial changes, implementing strategies accordingly, with focus on retaining the existing clients and developing new ones. Show less



Vijay Sales

• India
• Retail
• 700 & Above Employee

• Senior Sales Manager

  • Mar 2013 - Jul 2013

  • Maximise company's profitable results through the sales team by developing the team through motivation, counselling, skills development and product knowledge development. • Formulate sales targets for all sales executives and ensure that these are achieved. • Maintain the highest level of customer satisfaction and the lowest rate of customer defection without sacrificing profitability. • Ensure that the customer complaints are investigated and promptly solved. • Monitor and maintain the stock profile in line with current and expected sales demand. • Ensure that all sales employees receive new model launch and necessary product training. • Monitoring the performance of the sales team by establishing a system of reports and communications involving sales reports, cyclical sales meetings, sales newsletters and electronic bulletins. Show less



Sports Direct

• United Kingdom
• Retail
• 700 & Above Employee

• Casual Sales Assistant

  • Jul 2009 - Dec 2012

  •To greet customer with a sincere and warm welcome and ensure they are aware you are there to help. •Educate and guide the customers about USC, the brands and the product as well. •To recommend, select and locate the correct merchandise for the customer needs. •Ensure store standards are complete and the store is prepared for the next trading day. •To provide information about in stores offers and promotions. •Ask open ended questions to find out customer needs. •To receive and process cash and card transactions. Show less



Bansod Financial Planner

• India

• Assistant Financial Planner

  • Aug 2005 - Sep 2008

   • Helped Senior Financial Planner in preparing comprehensive financial plans pertaining to retirement, insurance & income tax. • Developed and implemented financial plans for individuals, businesses and organisations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate. • Analysed client's financial status, developed financial plan based on analysis of data and discussed financial options with the clients. • Maintain contact with clients to revise plan based on modified needs of clients or changes in investment market. • Advice on insurance to client by recommending amount and type of coverage. • Functioned as a Key Person for financial planning issues. Show less