Summary
Overview
Work History
Education
Skills
Disclaimer
Personal Information
Timeline
AdministrativeAssistant

Murali T

Secunderabad

Summary

Results-driven, business-minded Regional Sales Manager with 16 years of industry experience and a proven track record of consistently surpassing sales targets. Expertise in network expansion, successfully implementing strategies to drive business growth. Strong focus on organization and efficient delegation, effectively managing teams and optimizing productivity. Committed to achieving sales excellence and adept at adapting to dynamic market conditions. Valuable asset in driving success for any organization.

Overview

17
17
years of professional experience
8
8
years of post-secondary education
3
3
Languages

Work History

Regional Sales Manager (Liabilities)

South Indian Bank
10.2018 - Current
  • Maintain strong knowledge of all Liability products, promotions and service features
  • Provide appropriate guidance and motivation to sales team members as needed
  • Communicating and encourage teammates about new products and promotions
  • Tracking Staff wise & Branch wise productivity of CASA NTB & Value
  • Conducting performance review of branches and staff
  • Take part in community events to increase awareness about all banking products and usage
  • Meeting big corporates and giving presentation about Salary account products for new salary tie-up
  • Giving demo on corporate internet banking and other digital products to the clients
  • Meeting TOP existing customers for service feedback, cross selling, up selling and NTB references
  • Greet customers and deal with any customer complaints

Acquisition Relationship Manager (Wealth Management)

State Bank of India
09.2016 - 10.2018
  • Acquiring new customers to the bank with the high value initial funding
  • On boarding Existing clients to Wealth Management services
  • Conducting marketing activities at high potential areas and also coordinating with corporate salary accounts team for opening high salary drawing client’s accounts
  • Generating leads from the existing clients and also making total family relationship group
  • Doing client risk profiling for suggesting suitable financial products basing on the client risk profile
  • Finding out what information, products or services the customers requires meeting customer needs, providing accurate and relevant information
  • Cross selling the core products as such Mutual funds, Life insurance, General Insurance & Loan products
  • Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities

Financial Partner

YES BANK LTD
07.2015 - 09.2016
  • Improving the overall customer relationship, delivering reliable administrative support and customer service
  • Maintaining a strong working knowledge of client’s portfolios
  • Producing file notes after any clients meetings summarizing any additional actions required, including follow-up calls
  • Sales activity planning, including reviewing existing customer files to identify sales opportunities
  • By understanding of customers business needs to adhere all KYC and AML guidelines
  • Maintaining HNI client’s portfolios and giving research reports of markets, Cross selling the core products as such Life insurance, Mutual funds & Loan products
  • Constantly updated comprehension of different economies and its impact on financial positioning
  • Generating leads for Third Party Products from the branch customers

Channel Manager

ICICI Securities Ltd
07.2013 - 06.2015
  • Identifying and developing new streams for revenue growth and maintaining relationships with customers to achieve repeat / referral business
  • Maintaining HNI clients portfolios and giving research reports of markets, Cross selling the core products as such Life insurance, Mutual funds & Loan products
  • Conducting promotional activities for new client acquisition
  • Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms
  • Acquiring new Franchisee & giving services to existing Franchisee for achieving targets
  • Evaluate partner performance & monitor Channel sales and marketing activities for deeper market penetration
  • Provide direction and support to the channel partners for building capability and better client servicing including providing guidelines for over the counter interaction with customers
  • Responsible for Franchisee operations and Service quality Audit Compliance

Key Accounts Manager

KOTAK SECURITIES LTD
11.2011 - 07.2013
  • Sourcing of TRINITY accounts and selling 2 IN 1 accounts to the existing customers
  • Selling of both Online and Offline trading accounts
  • Giving demo on the Keatprox software to customers
  • Collecting margins and generating good brokerage revenue from the customers
  • Co-ordinate with the 3 branch Sales teams & ensures that the discrepancies in documents to be followed up & resolved
  • Generation & circulation of daily/weekly/monthly MIS to all concerned branches

Branch Executive

HDFC Bank Ltd
03.2008 - 10.2011
  • Selling of Demat & Trading accounts to the existing customers and generating 3 in 1 account leads
  • Handling complete documentation and controlling FTNR
  • Ensure compliance to KYC & AML norms through validation of customer account with the system records
  • Giving a demo on Online trading to the customers
  • Delivering quality service to the High net worth Individuals and branch Walk-ins and thereby acquisition of CASA, Fixed Deposits, Investments and other Loan Products

Education

Master of Business Administration - Marketing

ICFAI National College
01.2005 - 01.2007

B.Sc - computers

Andhra University
01.2002 - 01.2005

Intermediate - M.P.C

Board of Intermediate
01.2000 - 01.2002

SSC - undefined

Board of Secondary Education
01.1999 - 01.2000

Skills

Sales leadership

Disclaimer

I hereby declare that the above particulars are true to the best of my knowledge.

Personal Information

  • Date of Birth: 10/16/84
  • Marital Status: Married

Timeline

Regional Sales Manager (Liabilities)

South Indian Bank
10.2018 - Current

Acquisition Relationship Manager (Wealth Management)

State Bank of India
09.2016 - 10.2018

Financial Partner

YES BANK LTD
07.2015 - 09.2016

Channel Manager

ICICI Securities Ltd
07.2013 - 06.2015

Key Accounts Manager

KOTAK SECURITIES LTD
11.2011 - 07.2013

Branch Executive

HDFC Bank Ltd
03.2008 - 10.2011

Master of Business Administration - Marketing

ICFAI National College
01.2005 - 01.2007

B.Sc - computers

Andhra University
01.2002 - 01.2005

Intermediate - M.P.C

Board of Intermediate
01.2000 - 01.2002

SSC - undefined

Board of Secondary Education
01.1999 - 01.2000
Murali T