NAVAL KISHORE KADASI

Handling a High performing team of 12 Affluent Relationship managers and helping them achieve their numbers.

Driving the business of the branch portfolio and increasing the book size.

Spearheaded initiatives in CASA,Investments,Insuurance and corporate Business to enhance customer engagement.

• Managing an AUM of around 1200 cr of the Telangana and AP Region institutions and rapidly growing the market share
• Managing the AUM and generating the business by using strategic business planning.
• Acquiring new corporates/Institutions every month and participating in the market share.
• Providing Effective Cash Management solutions by offering Debt, Equity and other Structured or Alternative Products.
• Achievements/Tasks

• Managing the Ultra HNI Clients of the bank and catering their needs as per the compliance.
• Acquiring new corporates and HNI Clients to the portfolio and increasing the book size of the branch.
• Providing suitable wealth products to the clients and enhancing their wealth by portfolio planning and research analysis.
• Handling a book of 150Cr and providing end to end services by updating their KYC and monitoring the AML.
• Achievements/Tasks

• Managing the HNI Clients of my branch and being their one point contact for all the banking needs.
• Handling the HNW customer of the book and managing their portfolio for the liability growth.
• Generating business from the customers by cross selling the bank products as per the customer requirement.
• Enhancing the wealth of the clients by providing suitable investment products and other third party products.
• Generating the asset leads and giving prompt service till the final stage of the process.
• Achievements/Tasks

• Financial planning of the clients and acquiring new clients to the organisation is the basic role as a Wealth RM
• Wealth Assesment and portfolio planning by using the wealth builder software and generating the business.
• Deepening the portfolio and providing financial services like equity, mutual funds, corporate bonds, fixed deposits, insurance, IPO's.
• Achievements/Tasks