NANNAN MK

· Managing HNI, UHNI, and NRI client acquisition through the Bank Alliance Channel across Chennai and Tamil Nadu.

· Driving Demat account openings and share transfers from external DPs to Motilal Oswal DP.

· Collaborating with Private Banking RMs for client sourcing and relationship management.

· Leading a team of 5 members and overseeing business development activities.

· Cross-selling wealth management products including Structured Portfolios, TGS, and Preferred Brokerage Plans.

· Delivering revenue growth, client acquisition, and asset mobilization targets while ensuring superior client experience

· Managed a portfolio of HNI and affluent clients, delivering personalized banking, investment, insurance, and lending solutions.

· Drove acquisition and relationship management while achieving CASA, fee income, and revenue targets.

· Cross-sold Life Insurance, General Insurance, Health Insurance, Home Loans, Personal Loans, LAP, Business Loans, and Credit Cards.

· Conducted financial planning discussions and identified opportunities for wealth creation and risk protection.

· Coordinated with credit, operations, and product teams to ensure smooth loan sanctioning and customer onboarding.

· Built long-term customer relationships, resulting in increased wallet share, customer retention, and business growth.

· Acquired new retail and business banking customers through branch and field sales.

· Achieved liability business targets through Savings Accounts, Current Accounts, and Fixed Deposits.

· Cross-sold Insurance, Credit Cards, and Investment Products to existing and new customers.

· Generated leads and sourced business for Personal Loans, Home Loans, LAP, and Business Loans.

· Ensured KYC compliance, customer onboarding, and superior relationship management.

· Consistently contributed to branch revenue growth through acquisition and cross-selling initiatives.

• Promoted from Customer Service Executive to Senior Customer Service Executive based on strong performance.
• Managed two-wheeler sales, customer relationship management, and after-sales service support.
• Monitored service history and provided appropriate maintenance and service solutions to customers.
• Sold General Insurance products and achieved cross-selling targets.
• Generated leads through customer referrals, field sales, and promotional campaigns.
• Resolved customer concerns effectively, ensuring high levels of satisfaction and retention.
• Contributed to revenue growth through vehicle sales, insurance penetration, and customer acquisition.

Achievement Statement (Optional)

• Earned promotion to Senior Customer Service Executive by consistently exceeding sales, customer satisfaction, and insurance business targets while strengthening customer relationships and generating referral-based business.