Lokesh Sekar
Chennai
Summary
Multi-talented Senior Executive knowledgeable about sales, operations, and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
8
8
years of professional experience
2
2
Certification
Work History
Assistant Vice President – Wealth Management
STATE BANK OF INDIA LTD
08.2023 - Current
- Collaborated with DVPs in order to grow business partners through prospecting and follow-up activities.
- Gather data from finance and marketing departments (senior management).
- Build statistical analysis models from large datasets, analyzing customer information, market trends, and financial records.
- Analyses quantitative data to understand customer behaviors for investment.
- Customer identification and acquisition (on boarding),Monitoring accounts and ensures KYC compliance.
- Providing appropriate suggestions, customized solutions for clients and handling customer
complaints in proper manner. - Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Prepared various financial plans with combination of short and long –term requirements for prospective clients.
- Cross Selling of all banking products very strong in selling mutual funds, loans, insurance, and (PMS & AIF).
- Rebalancing portfolio by tracking 24*7 and provided high level services.
Manager – Priority Banking Wealth Management
AXIS BANK LTD
09.2020 - 08.2023
- Create modelling of structured and unstructured data, present reports about gathered data to senior management
- Portfolio management involves building and overseeing selection of investments that will meet long-term financial goals and risk tolerance of investor.
- Portfolio Enrichment and Portfolio Enchantment.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- On-boarding of new clients (NTB) with complete KYC check.
- Performing background checks and other screening on customer to ensure that they are properly risk-assessed before being on boarded (Customer due diligence).
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Deputy Manager - Wealth Management
ICICI BANK LTD
06.2019 - 09.2020
- Maintained application for tracking customer wealth trends
- Analyzed market trends resulting in revenue increase of 20%
- Provide comprehensive financial guidance to high net worth clients, focusing on deepening relationship and retention.
- Successfully built, grown and retained lasting relationships with clients as well as engaged new clients to wealth management.
- Putting our members and mission first while implementing products and services to help our members reach their goals.
- Consistently achieving minimum of 120% of production goals.
- Also promote and sustain strong engagement and mutually beneficial relationships with key internal business stakeholders.
Senior Corporate Agency Manager
HDFC LIFE
06.2016 - 05.2019
- Organized customer data from Senior management and shared analysis findings.
- Perform independent check of KYC information provided by senior management
- Very proactive approach to process improvement, actively seeks opportunities for change that benefit wider team
- Contributing ideas and participating in efforts to further improve and streamline process
- Perform Periodic KYC reviews on risk based schedule
- Liaison with Compliance Department and senior management within Business units supported
- End to end management of client KYC process including liaison across the business, compliance and operations.
Education
Post Graduation Diploma - Banking And Insurance
Manipal University
Bangalore 06.2016
Bachelor of Engineering - Mechanical Engineering
SAMS College of Eng & Tech, Anna University
Chennai08.2009
Skills
- Analytical and Critical Thinking
- Team Management
- Fluent in English,Tamil and Telugu
- Dependable and Responsible
- Interpersonal Communication
- MS Office
- Customer Relations
- Self-Directed
- Customer Service
- Clerical Support
Certification
- Licensed AMFI-MFD
- IRDA
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant Vice President – Wealth Management
STATE BANK OF INDIA LTD
08.2023 - Current
Manager – Priority Banking Wealth Management
AXIS BANK LTD
09.2020 - 08.2023
Deputy Manager - Wealth Management
ICICI BANK LTD
06.2019 - 09.2020
Senior Corporate Agency Manager
HDFC LIFE
06.2016 - 05.2019
Post Graduation Diploma - Banking And Insurance
Manipal University
Bachelor of Engineering - Mechanical Engineering
SAMS College of Eng & Tech, Anna University
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