R. ARUNKUMAR
Wealth Manager
Chennai
Summary
Wealth management professional with progressive leadership experience across capital markets and private/public sector banking. Currently positioned as Assistant Vice President – Wealth at State Bank of India, managing HNI/UHNI portfolios with individual client investments exceeding ₹1 Crore and an aggregate AUM of ~₹200 Crore. Consistent top-performer with multiple PAN-India recognitions, campaign leadership awards, and League of Excellence qualifications.
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
13
13
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Relationship Manager
State Bank of India, SBI
03.2019 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Manager
Kotak Mahindra Bank
03.2017 - 03.2019
- Grade M3
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Senior Sales Manager
ICICI Securities
04.2013 - 03.2017
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
- Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
- Exceeded annual sales targets consistently by maintaining a proactive approach to lead generation and pipeline management.
- Streamlined internal sales processes for increased efficiency, resulting in improved productivity and reduced overhead costs.
Education
B.E. (IT) -
Annamalai University
Chidambaram 04.2001 -
High School -
N Kittappa Municipal Higher Secondary School
Mayiladuthurai, India 04.2001 -
Skills
Relationship building
Accomplishments
- 🏆 Largest NFO of the Country – 2021
- 📊 Consistently achieved 100%+ targets across Wealth, Mutual Funds, Insurance & Investment products
- 🎯 Smart Achiever – Mission 10000 (FY 2021–22)
- ⚡ RUSH Campaign Winner (FY 2021–22)
- ⭐ Wealth Superstar Campaign (FY 2022–23)
- 🌟 Rise Up Shine High (FY 2022–23)
- 🏅 Award of Excellence – All Parameters (FY 2023–24)
- 👑 SBI Life Celebrity Award – Presented by VVS Laxman
- 🏆 Lakshya Phase 1 & Phase 2 – Super Achiever Category
- 🥇 YTD SBI Wealth Ranking – PAN India No. 1
- ⭐ League of Excellence (LOE) – Platinum Plus Category
- 🚀 Breaking Barriers Campaign – SBI Life Insurance
- Achieved 200% of assigned target
- 📈 New Fund Offers (NFOs) Performance
- SBI Automotive Opportunities Fund
- SBI Innovative Opportunities Fund
- SBI Quant Fund
- Achieved 125% of combined targets
- 🏆 Lakshya Phase 1 – Super Achiever Category (Qualified)
- ⭐ League of Excellence (LOE) – Platinum Plus Category
- 💼 Managed HNI/UHNI portfolios with individual client investments above ₹1 Crore
- 💰 Aggregate AUM ~₹200 Crore
- 🏆 Exemplary Performance – FAB FEB Life Insurance Contest
- 🏆 Exemplary Performance – Jee Jan Se Life Insurance Contest
- 🏆 Exemplary Performance – Kotak Mutual Fund
- 🌟 Splendid Performance – Battle of Champions
- 🥇 Excellent Performance – YTD Demat Accounts & Value
- 📈 Strong contribution to investment product penetration and revenue growth
- 🏅 Best Trainee Sales Manager
- 📊 Successfully increased Equity product sales and market penetration
- 🎯 Achieved 100% targets in every 6-month performance cycle
KEY ACHIEVEMENTS (ORGANIZATION-WISE | YEAR-WISE)
State Bank of India – Wealth Management Business Unit
(March 2020 – Present)
2020 – 2021
2021 – 2022
2022 – 2023
2023 – 2024
2024 – 2025
2025 – 2026
Portfolio & Business Impact (SBI)
Kotak Mahindra Bank
(March 2017 – March 2020)
2018 – 2019
Overall Contribution
ICICI Securities
(April 2013 – March 2017)
2013 – 2014
2014 – 2017
⭐ Recognized for consistent performance during early leadership tenure
Certification
IRDA CERTIFICATION
DECLARATION
I hereby declare that all the details given above are true to the best of my knowledge and belief. Place: Chennai Date: 2019-07-10 Yours faithfully (R. Arunkumar)
Timeline
NISM XX1-A
07-2025
NISM V-A
06-2025
IRDA CERTIFICATION
11-2024
Relationship Manager
State Bank of India, SBI
03.2019 - Current
Manager
Kotak Mahindra Bank
03.2017 - 03.2019
Senior Sales Manager
ICICI Securities
04.2013 - 03.2017
B.E. (IT) -
Annamalai University
04.2001 -
High School -
N Kittappa Municipal Higher Secondary School
04.2001 -