Andila Ravi Prashanth
Adilabad
Summary
Destined to build a career of myself with leading personality in the field in which I choose to enter and creating an own Identity of myself by showing commitment, potentially and perfectness towards the job.Senior banking and investment leader with a strong track record in wealth solutions, sales performance, and relationship management, delivering consistent revenue growth and client satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
3
3
Languages
Work History
Relationship Manager
SBI Life Insurance
01.2020 - 01.2025
- Managed High Value Retail & HNI Client Portfolios
- Achived 130% of Annual Sales Target Consistenly
- Achieved consistent insurance sales targets through relationship-based selling
- Sold life, health, and investment-linked insurance products
- Generated New Business Through Refferrals
- Cross-sold in surance products with banking solutions
- Ensured 100% compliance with KYC and regulatory norms
- Built long-term client portfolios and renewal business
Mutual Funds Advisory
SBI Mutual Funds
01.2017 - 01.2020
- Advised clients on mutual fund investments including equity, debt, and hybrid schemes based on risk profiling
- Promoted SIP and lump-sum investment solutions aligned with clients’ financial goals
- Built and managed long-term investment portfolios for retail and HNI clients
- Managed and grew Assets Under Management (AUM) through consistent client engagement
- Conducted portfolio performance reviews and recommended rebalancing strategies
- Achieved 100%+ of assigned sales targets in mutual fund distribution
- Educated clients on NAV movement, fund performance, and market trends
- Ensured full compliance with KYC, AML, and FATCA regulations
- Onboarded new investors and maintained high client retention rates
- Cross-sold banking, insurance, and investment products to increase revenue
- Maintained accurate documentation and reporting as per regulatory guidelines
Trading Assistant
Geofin Comtrade Ltd.
01.2017 - 08.2017
- Advised clients on equity market investments based on risk profile and market conditions
- Supported clients with buy/sell execution in the cash equity market
- Monitored daily market movements, corporate actions, and price trends
- Provided market updates and investment insights to active investors
- Coordinated with dealing and operations teams for timely trade settlement
- Educated clients on market volatility, risk management, and long-term investing
- Built and maintained strong client relationships to increase trading volumes
SALES EXECUTIVE
IDBI BANK
01.2013 - 01.2016
- Drove sales of retail banking products including CASA accounts, term deposits, and loan products
- Acquired new customers through field sales, referrals, and branch leads
- Cross-sold investment, insurance, and third-party products to increase wallet share
- Achieved 100%+ of monthly and quarterly sales targets consistently
- Educated customers on banking products, benefits, and digital channels
- Coordinated with branch operations teams for smooth account opening and loan processing
- Resolved customer queries and escalations to improve customer satisfaction and retention
Education
ST Josph's Convent High School
Adilabad 04.2001 -
Inter - Bi.P.C.
Vidyarthi Junior College
AdilabadB.Sc - Microbiology
Nalanda Degree College
AdilabadSkills
MS-Office
Certification
NISM
Personal Information
- Date of Birth: 18-02-1987
- Nationality: Indian
- Marital Status: Married
NISM
NISM CERTIFICATION
Timeline
Relationship Manager
SBI Life Insurance
01.2020 - 01.2025
NISM
12-2018
Mutual Funds Advisory
SBI Mutual Funds
01.2017 - 01.2020
Trading Assistant
Geofin Comtrade Ltd.
01.2017 - 08.2017
SALES EXECUTIVE
IDBI BANK
01.2013 - 01.2016
ST Josph's Convent High School
04.2001 -
Inter - Bi.P.C.
Vidyarthi Junior College
B.Sc - Microbiology
Nalanda Degree College