JV KRISHNA PRASAD

Job Description:

• Managing the Large and Medium size Portfolio Corporate, Acquiring of New Corporate Relationship and Sourcing Salary accounts from portfolio and NTB Corporate,
• Working of Incremental values of Existing Book and New to Bank Book.
• Empanelling of New Company Codes, and Conducting Corporate Engagement Activities like Help Desk and Asset Desk Activities, Entertainment activities like Jumba, Thabola, Caricature art, Mini Golf and Virtual Reality games.
• Responsible for Achieving KRA of Sales team on the Parameters like Premium NOA acquisition, Salary Credits Revenue generation, Life Insurance, Retail Assets, and Other Cross Sell.

Job Description:

• Managing the Portfolio Corporate, Acquiring of New Corporate Relationship and Sourcing Salary accounts from portfolio and NTB Corporate,
• Working of Incremental values of Existing Book and New to Bank Book.
• Empanelling of New Company Codes, and Conducting Corporate Engagement Activities like Help Desk and Asset Desk Activities, Entertainment activities like Jumba, Thabola, Caricature art, Mini Golf and Virtual Reality games.
• Responsible for Achieving KRA of Sales team on the Parameters like Premium NOA acquisition, Salary Credits Revenue generation, Life Insurance, Retail Assets, and Other Cross Sell.

RESPONSIBILITIES:

• Generating new business leads to achieve defined sales targets in all banking products.
• Build and deepen relationships with existing HNW customers to achieve increase in share of wallet and revenues.
• Handling portfolio of customers who are of a higher and more sensitive nature.
• Assessing the quality, potential and profitability of new relationships as well as the existing portfolio.
• Ensuring that the service standards are met and maintained and Nil undesirable business is sourced.
• Providing truly professional customer service to achieve a high level of customer satisfaction and retention

RESPONSIBILITIES:

• Recruiting Advisors on regular basis for selling Investments & financial planning
• Training them to do activities to generate leads and Handling sales calls
• Conducting Unit Meetings twice in a month, supporting team by attending joint sales calls,
• Motivating advisors towards Sales, Earnings & Achievements.
• Conducting Training to agents on new products and various other promotional activities.
• Effective relationship management with significant clients to ensure quality service is rendered for business retention / enhancement.

ACHIEVEMENTS:

• Achieved double Promotion from Agency Manager to Business Development Manager.
• Produced 2MDRT Advisor and 5 Club Members.
• Generated 500 plus client base and 2.50 cr premium during job period

• As a Sales Officer, Achieving the targets of Demat Accounts sourcing
• Activating the Trading accounts by investing clients into shares and stocks.