LOKESHA S R

· Managed a portfolio book size of 235 Crore’s, handling Preferred and Imperia Customers as a Relationship Manager at HDFC BANK LTD.

· Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

· Acquiring CASA every month, achieving high-value ticket size of NAV, and meeting income targets for HNI Preferred & Imperia Customers.

· Providing superior service to mapped portfolio customers and updating interactions in the CRM daily.

· Promoting core third-party products such as AIF, PMS, Life Insurance, Mutual Funds, and SIP.

· Generating leads for assets and ensuring follow-up for closure with the relevant department to qualify for PLP.

· Cross-selling various products like Business Loan, Personal Loan, Car Loan, Two-Wheeler Loan, Credit Card, Corporate Credit Card, Unique Fixed Deposit, Home Loan, and others to expand the portfolio.

• Overseeing a branch book of over 180 Cr.
• Accomplished 250% of the annual operating income target in FY 2019-2020 & FY 2020 - 2021.
• Manage a team of 14 employees and various department staff.
• Monitor sales at both branch and individual levels, campaign data, and client management to ensure regulatory compliance.
• Cultivate strong relationships with new and existing clients to enhance service delivery and foster branch loyalty.
• Optimized branch operations to maximize revenue and expand customer base through proactive acquisition and personalized product offerings.
• Analyze the financial profiles of HNI clients to offer low-risk investment solutions.
• Prepare comprehensive reports to update the business head on performance and contribute to future objective planning.
• Coordinate day-to-day activities with internal/external departments to ensure seamless operations in line with KYC norms.

• Managed client relationships and acquisition under Zonal Head supervision.
• Led the acquisition of new clients and reactivated dormant clients, contributing to business growth.
• Conducted financial analysis for clients and provided personalized investment solutions tailored to their needs.
• Facilitated seamless share trading for clients via landline phone, ensuring efficient execution of buying and selling orders.
• Drove sales of 3rd party products such as housing loans, health and life insurance, securities bonds, and corporate fixed deposits, consistently contributing to overall revenue growth.
• Achieved individual key performance indicators, emphasizing profitability and delivering measurable results.

· Acquired new clients and reactivated dormant clients to enhance the client base.

· Managed personal portfolio of clients, while engaging in insurance and mutual fund sales

• Facilitated seamless share trading for clients via landline phone, ensuring efficient execution of buying and selling orders.