DEEPA K. REDDY

Accelerated portfolio growth by acquiring new clients and enhancing assets under management.

Managed and expanded portfolio of high-net-worth clients through tailored financial solutions.

Achieved high client retention rates through dedicated service and relationship management.

Strengthened client relationships through consistent engagement and proactive advisory services.

Achieved monthly and quarterly revenue targets through effective cross-selling of investment products.

Identified client financial goals and recommended customized wealth management strategies.

Collaborated with product teams to provide tailored financial solutions.

Ensured compliance with regulatory requirements, KYC norms, and internal banking policies.

• Client Acquisition & Investment Strategy: Engage with a minimum of 4 investors daily to discern financial aspirations and devise personalized investment plans that resonate with their risk tolerance and goals.
• Sales Process & Conversion: Presented investment portfolios, distributed relevant information post-consultation, and implemented systematic follow-up strategies that successfully converted prospects into committed clients.
• Client Relations & Loyalty: Acted as primary point of contact for client interactions, regularly reviewed investment portfolios, and enhanced client satisfaction through consistent engagement and proactive service.
• Revenue Growth & Client Expansion: Drove portfolio expansion by achieving monthly financial targets through new investments, incremental contributions, and strategic cross-selling, emphasizing cultivation of high-value client relationships.
• Onboarding & Regulatory Compliance: Oversee the entire client onboarding process, ensuring meticulous completion of KYC, documentation, and funding while maintaining strict compliance with regulatory and company policies.
• Market Intelligence & Professional Development: Remain abreast of financial market dynamics, emerging products, and regulatory changes to provide cutting-edge investment advice and uphold a position as a knowledgeable industry authority.

• Managed strategic partnerships with third-party agencies to drive revenue growth and consistently surpass performance targets.
• Spearheaded talent acquisition, meticulously crafting job descriptions and conducting over 200 interviews to assemble a high-performing sales team.
• Developed comprehensive training materials and led refresher sessions, substantially boosting team proficiency and performance.
• Instituted performance review system, defined success metrics, and provided targeted coaching to enhance team achievement.
• Collaborated with the business unit to refine product value propositions, significantly enhancing market competitiveness.
• Fostered cross-departmental alliances, streamlined operations, and aligned team efforts to exceed performance benchmarks.
• Partnered with Quality Assurance to establish key performance indicators, implement an audit framework, and monitor quality improvements.
• BANGALORE (ONLINE EDUTECH)

• Led a team of 4 Business Development Executives across India, driving PAN India sales initiatives.
• Achieved a sales revenue target of 3 Crores annually.
• Provided hands-on support to Business Development Executives, including direct client engagement to facilitate deal closures.
• Fostered enduring client relationships, enhancing client retention and enabling scalable processes.
• Oversaw the comprehensive client onboarding process, aligning client needs with resources or integrating third-party vendors, establishing SLAs, and ensuring hiring, training, and operational targets were met.
• Collaborated with IT and development teams to tailor client solutions, including dialer configuration, CRM integration (Salesforce, ZOHO, In-house CRM), data management, and customized performance dashboards.
• Worked in concert with cross-functional stakeholders (HR, Operations, Finance, Admin, Trainers) to expedite resource development and deployment.
• Identified improvement opportunities, providing strategic solutions to Team Leaders and Operations Managers to meet targets.
• Managed and optimized Google Ads campaigns for maximum lead conversion.

• Achieved a significant 120% YTD growth for FY 2019-20 compared to FY 2018-19, generating 7.5 Cr in revenue.
• Conduct daily meetings with key decision-makers, including marketing heads and brand managers, alongside cold calling and walk-ins to establish new partnerships.
• Proactively identify and engage prospective clients and advertisers for airport advertising initiatives.
• Cultivate relationships with advertising agencies to provide tailored advertising solutions aligned with client needs.
• Develop innovative concepts to enhance media impact and create a 'WOW factor' for clients.
• Utilize data analysis to pinpoint growth opportunities and areas for campaign optimization.
• Perform market research to uncover advertising partnership opportunities.
• Collaborated with brand marketing teams and internal creative and operations departments to ensure seamless advertising campaign execution.
• Oversee team management responsibilities, including hiring, training, assigning tasks, reviewing performance, and offering feedback.

• Managed an annual sales revenue target of ₹7.2 Crore, consistently meeting and exceeding financial objectives.
• Closed deals efficiently, securing advertising commitments and contributing to the achievement of sales targets and revenue goals.
• Negotiated favorable terms, pricing, and contracts, ensuring mutually beneficial agreements with clients.
• Crafted persuasive sales presentations showcasing unique value propositions of advertising opportunities, driving client interest and engagement.
• Formulated comprehensive proposals detailing tailored advertising campaigns and strategies, aligning client needs with effective media solutions.
• Conducted in-depth market research to identify and engage potential clients, enhancing outreach and relationship-building efforts.
• Collaborated with cross-functional teams to orchestrate and implement successful marketing campaigns from media planning to execution.
• Prioritized client retention and renewals to maximize business value and sustain revenue growth.
• Analyzed client requirements to deliver innovative media solutions that generate a 'WOW factor.'

• Led 10-member inside sales team to enhance sales initiatives and improve customer engagement.
• Partnered with senior executives to develop and implement targeted sales enhancement strategies.
• Compiled and analyzed daily sales and customer service metrics to inform strategic decisions.
• Formulated both immediate and long-range plans for customer service aligned with organizational objectives.
• Created and enforced standard operating procedures and best practices to elevate customer service management.
• Provided leadership, mentorship, and performance assessments to team members, ensuring operational efficiency and target achievement.

• Produced engaging content for music shows on regional television.
• Created written, visual, and multimedia content for various programmes, driving audience engagement.
• Collaborated with artists to develop compelling storylines and segments.
• Coordinated scheduling and logistics for live music events and recordings.

• Managed 70+ daily inbound tech support calls, achieving a swift average resolution time of 3 minutes per call.
• Diagnosed broadband connectivity issues and escalated complex cases to Tier 2 support, ensuring swift resolution for customers.
• Provided clear, step-by-step troubleshooting guidance to customers, ensuring understanding and effective problem-solving.
• Achieved high customer satisfaction ratings by delivering prompt, empathetic service and resolving issues efficiently.
• Recorded customer interactions in CRM system, enabling effective follow-up and quality assurance.

• Expertly resolved issues related to credit limits, balance transfers, and daily transactions to ensure customer satisfaction.
• Resolved customer inquiries by clarifying information, conducting research, and delivering accurate responses to enhance customer satisfaction.
• Addressed and resolved complex account-related issues, catering to clients' diverse banking needs.
• Upsold services to clients, increasing account value and strengthening customer loyalty.
• Conducted daily call monitoring and provided constructive feedback to trainees, ensuring quality control and service excellence.
• Trained new employees on banking terminology and customer handling techniques, building a knowledgeable and effective team.