Minusree S
Priority Relationship Bank Manager
Kochi,KL
Summary
Dynamic Priority Banking Relationship Manager at The Federal Bank, Expert in investment portfolio management and leveraging cross-selling strategies, delivering tailored financial solutions that enhance client satisfaction and drive business growth. Strong communicator and effective team collaborator.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Priority Banking Relationship Manager
Federal Bank
2020.03 - Current
- Cultivated strong relationships with high-net-worth clients to deliver personalized banking solutions.
- Analyzed client financial needs and provided tailored investment strategies.
- Led cross-functional teams to enhance client engagement and satisfaction.
- Developed comprehensive financial plans leveraging market insights and product offerings.
Assistant Bank Manager
The Federal Bank
2014.08 - 2020.03
- Consistently exceeded sales targets through proactive prospecting efforts and strong relationship-building skills.
- Developed tailored solutions for complex financial needs by leveraging the bank''s resources across multiple departments.
Education
Post Graduate Diploma - Banking And Finance
Manipal University
Bengaluru, India 2001.04 -
B Tech in Electronics And Communication - Electronic Engineering
LBS Institute of Technology
Trivandrum, India 2001.04 -
12 Th Standard - Computer Science
Arya Central School
Trivandrum, India 2001.04 -
Skills
Comprehensive insurance analysis
Sales strategy formulation
Investment portfolio management
Leveraging cross-selling strategies
Strong verbal communication
Effective team engagement
Certification
NISM V-A Mutual fund Distributor Certification
Timeline
Priority Banking Relationship Manager
Federal Bank
2020.03 - Current
Assistant Bank Manager
The Federal Bank
2014.08 - 2020.03
Post Graduate Diploma - Banking And Finance
Manipal University
2001.04 -
B Tech in Electronics And Communication - Electronic Engineering
LBS Institute of Technology
2001.04 -
12 Th Standard - Computer Science
Arya Central School
2001.04 -