Merven Fernando

• Strengthened client relationships by proactively identifying and addressing individual needs.
• Increased sales revenue by consistently meeting or exceeding assigned targets for new business acquisition and portfolio growth.
• Managed all family Banking portfolio and given adequate service to all family members of the group.
• Given adequate services on investments and all TPP products ( LI, MF, etc).
• Worked on CASA NTB, acquired more NTB customers in the portfolio.

• Managed portfolio of high value customers
• (Handled a portfolio size 27cr with 300 customers) Given adequate service to all the managed customers and acquired their family accounts into the portfolio
• Formulate inbound and outbound sales plan to acquire new customers for increasing customer base of the portfolio
• Ensure action on central triggers / initiatives on enhancements, cross sell and portfolio monitoring
• Undertaking a comprehensive 360 Banking assessment of customer and offer them right banking solutions and services
• Ensure compliance with key regulatory and banking level requirements.

• Exploring presentation’s on equity market, derivatives markets and mutual funds
• Handled Infosys, Wipro, Siemens clients by providing financial advice
• Making client’s trade on regular basis as per their needs and requirements
• Develop ad hoc business analysis and present recommendations to the client
• Suggesting the suitable financial style by evaluating & analyzing their financial requirements
• Collaborate with the compliance department to eliminate procedural error and margin breaks
• Giving presentations to the clients based on his Investment requirement Monitor teams’ activities and evaluating the projects and its related queries
• Building good rapport with the client and acquire more trust and provide excellent results
• Address customer service inquires in a timely and accurate fashion.

Ticketing

• Customer experience and operations
• On boarding customers and KYC verifications.
• Handled 75+ emails and complain escalation daily by reverting to the customer with a resolution.
• Resolve the bugs service tickets raised by clients and maintaining the SLA and resolving them with in the given TAT period.
• quality check of all process performed by team members before delivering to clients.

• Dealing with corporate salary accounts
• Giving presentations to the clients based on accounts related platforms
• Cross selling products like credit cards, Insurance, Loans, RD, FD, Demat, Mutual funds (SIP)
• Achieved Customer satisfaction ratings, exceeding corporate targets
• Responsible for sales of other ICICI bank products such as RD, FD, Credit cards, Loans, Life insurance, Demat Accounts, Mutual funds, etc
• Building and maintaining the client base.

• Develop ad hoc business analysis and present recommendations to the client
• Giving presentations to the clients based on his Investment requirement
• Identify Potential clients and create opportunities to provide financial services
• Building and maintaining clients.