Ilaiyaraja Vadivel
Bangalore
Summary
Enthusiastic professional experienced in leading branch staff to exceed sales goals while delivering excellent customer service.
Overview
11
11
years of professional experience
Work History
Branch Manager
Hdfc Bank Ltd
Hosur
04.2021 - Current
- Handling queries pertaining to the home loan status of customers and providing the best possible solutions.
- Managing Objections of the Customers.
- Working on the end-to-end processes, right from receiving a loan application until the loan is closed.
- Interacting with the Channel Heads, the Legal, and Technical Team for support.
- Disbursing the loans and fixing the loan according to the customer's convenience.
- Ensured customers had a pleasant experience throughout the duration of their loans.
- Helping the Insurance team with insurance products and the Sales team with savings bank customer acquisitions.
- Following up for the fees/EMI dues.
- Transferring funds to Builder/Customer according to the status of the work.
- Checking the legal documents and technical feasibility in preparation of the loan formalities.
- Analyzing customers' loan eligibility through various checks for processing the loans.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Coordinated promotional campaigns for new products or services in order to boost sales revenue.
- Resolved escalated customer complaints in a timely manner.
- Identified opportunities for process improvement initiatives within the branch.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Cross-selling of investment opportunities and Trading & Demat Account, Commodity Accounts, Mutual funds & SIPs, Saving Bank Accounts, and other asset classes.
Wealth Manager
Edelweiss Financial Services
Bangalore
12.2015 - 03.2021
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Analyzed client's risk tolerance level and offered customized investment advice accordingly.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Monitored performance of existing investments and recommended changes when necessary.
- Advised clients on different types of insurance products available to them based on their needs.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Managing high net worth individuals and assisting them with opportunity-based and goal-based wealth management and financial planning services.
- ESOP funding and investment advisories.
Assistant Manager
Kotak Securities
Bangalore
08.2013 - 11.2015
- Portfolio management, Operations, and Customer Services; Acquisition of new customers to the portfolio and deepening their relationship with the organization.
- Initiate promotional activities for business development.
- Handling Investment Portfolios.
- Cross selling of investment opportunities and Trading & Demat Account, Commodity Accounts, Mutual funds & SIPs, Saving Accounts, and other asset classes.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Education
MBA - Human Resources Management & Marketing Management
CARE SCHOOL OF BUSINESS MANAGEMENT
TRICHY02-2013
Skills
- Relationship Building
- Branch Operations Management
- Relationship building and management
- Customer Service
- Business Development
- Training and Development
- Client Relationship Management
- Staff Management
- Client acquisition
- Investment Guidance
- Multi-tasking ability
- Employee Development
Languages
Tamil
First Language
English
Proficient (C2)
C2
Hindi
Beginner (A1)
A1
kannada
Beginner
A1
Accomplishments
- warded as the Best Performer in the month of April’2014 in Kotak Securities.
- Qualified for Rewards & Recognition in the insurance annual contest, Q4 2017,Q4 2018 And Q4 2019
- Awarded as the PAN India topper in business revenue for Three consecutive years
Timeline
Branch Manager
Hdfc Bank Ltd
04.2021 - Current
Wealth Manager
Edelweiss Financial Services
12.2015 - 03.2021
Assistant Manager
Kotak Securities
08.2013 - 11.2015
MBA - Human Resources Management & Marketing Management
CARE SCHOOL OF BUSINESS MANAGEMENT
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Karimulla KullampalliKarimulla Kullampalli
Branch Manager at HDFC BANK LTDBranch Manager at HDFC BANK LTD
Oshin KambojOshin Kamboj
Manager at HDFC Bank LtdManager at HDFC Bank Ltd