Relationship Manager - NRI Business | Remittance |Wealth Management
Mangalore
Summary
Organized and dependable approach, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet assigned goals.
Overview
10
10
years of professional experience
6
6
Certifications
Work History
NRI RM-NRI Business Remittance |Wealth Management
IDFC FIRST Bank Ltd
09.2023 - Current
NRI RM - Affluent Banking and Retail Wealth
YES Bank Ltd
06.2022 - 08.2023
PRIVILEGE BANKER_NRI Banking
ICICI Bank Ltd
08.2020 - 05.2022
Perform compliance, service and operations in branch
Maintain business productivity
Generate revenue through managed privilege customer books and meet annual targets
Cross selling of new products and services for both new and existing privilege customers
Achieve revenues from Liability and Asset products
Provide guidance and advice to the customers about the products and services offered.
BRANCH SALES MANAGER
ICICI Bank Ltd
08.2016 - 07.2020
Leading a team of 22 mapped sales officers out of 9 set of branches of a cluster to generate leads for new business through continual sales promotions and identify sales opportunities
Direct operational activities on a day-to-day basis to generate leads for new business and customers
Achieve business objectives and targets through customer acquisition & satisfaction
Channel Management- To develop and expand the existing channel network
Market development, focus on developing relations and corporate tie-ups
Administer and ensure compliance to all sales practices
Recruit, train and motivate channel sales team
Achieve self-sourcing sales targets.
RELATIONSHIP OFFICER- HOME LOANS
AXIS SECURITIES LTD
01.2014 - 07.2016
Increasing mortgage loan portfolio by developing business contacts and attracting mortgage customers to the bank
Generate Home Loan leads from open market and through different channels
Develop and maintain relationship with clients for repeat business and referral/s
Meeting clients, verify documents, processing files, co-ordinate for sanction / disbursement of loan, personalized service to clients
Ensure the achievement of given business target for the bank.
Education
MBA - Marketing
M.S RAMAIAH MANAGEMENT INSTITUTE
Bengaluru, India
06.2014 -
BACHELOR OF ARTS (ECONOMICS HONOURS) - undefined
VINOBA BHAVE UNIVERSITY
06.2012 - undefined
WEST BENGAL COUNCIL OF HIGHER SECONDARY EDUCATION - undefined
IRDAI authorized SP Certified life insurance advisor
Disclaimer
I hereby declare that the above mentioned information is correct up to my knowledge and I bear the responsibility for the correctness of the above mentioned particulars.
Timeline
NRI RM-NRI Business Remittance |Wealth Management
IDFC FIRST Bank Ltd
09.2023 - Current
NRI RM - Affluent Banking and Retail Wealth
YES Bank Ltd
06.2022 - 08.2023
PRIVILEGE BANKER_NRI Banking
ICICI Bank Ltd
08.2020 - 05.2022
BRANCH SALES MANAGER
ICICI Bank Ltd
08.2016 - 07.2020
MBA - Marketing
M.S RAMAIAH MANAGEMENT INSTITUTE
06.2014 -
RELATIONSHIP OFFICER- HOME LOANS
AXIS SECURITIES LTD
01.2014 - 07.2016
BACHELOR OF ARTS (ECONOMICS HONOURS) - undefined
VINOBA BHAVE UNIVERSITY
06.2012 - undefined
WEST BENGAL COUNCIL OF HIGHER SECONDARY EDUCATION - undefined
06.2009 - undefined
CENTRAL BOARD OF SECONDARY EDUCATION - undefined
06.2007 - undefined
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