Mohamed Suhail
Relationship Manager
Coimbatore,TN
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Special interest in achieving the millennial market and helping with retirement and providing Wealth solutions
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Relationship Manager
Sbi Securities Ltd
07.2023 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Cluster relationship associate
Yes Securities india ltd
04.2021 - 05.2023
- Won Iron man contest (Yearly contest) and Achieved Pan India No.3 Ranking
- Trained New sales representatives and Influenced them in achieving Pan India ranks in Demat and trading acquisition
- Trained and Managed 27 branches, 100 branch resources on sourcing Demat account, Sip and revenue products
- Recruited and lead 5 member team for handling entire region of tamilnadu
- Prepare reports on the above information and communicate the insights of these reports to the business heads of Yes bank
- Consult with the management team to develop long-term and short term plans regarding revenue target of the region
- Acquainted 3000 customers for the bank and picked up high value SIP and other revenue products such as wealth basket, Prs and Pms
- Supervising junior sales representatives
- Participating in meetings with the organisation's Branch managers, Cluster heads and Regional Heads
- Procured 1 crore worth of Revenue to the Bank by Demat account sourcing and opening along with Revenue Products
- Promoted company and Increased sales by coordinating and attending trade shows at Tuticorin and Chennai (2021 - 2023)
- Participated regularly in weekend activities with bank channel for lead generation
Education
M.B.A - HR and Operations Management
Anna University of Technology
CoimbatoreB.E. - Mechanical Engineering
Sona College of Technology
Skills
weekly and monthly revenue reporting
Mis publishing
Financial services
Strategic selling
Equity and Fixed Income Markets
Service support
Investment and Wealth Planning
Customer portfolio management
Asset Management
Certification
NISM 8 Certified, 06/23
Disclaimer
I hereby declare that all the facts given above are true and correct to the best of my knowledge., 06/15/23, Coimbatore
Accomplishments
- Secured first place in a company-wide performance contest during the JFM quarter, recognized for exceeding key metrics and contributing to team success. Awarded an all-expenses-paid trip to Malaysia as a reward for exceptional achievement.
- Supervised team of 4 staff members for demat and trading account opening.
Timeline
Relationship Manager
Sbi Securities Ltd
07.2023 - Current
Cluster relationship associate
Yes Securities india ltd
04.2021 - 05.2023
M.B.A - HR and Operations Management
Anna University of Technology
B.E. - Mechanical Engineering
Sona College of Technology