Parthiban K

HNI Portfolio Management & Premium Card Acquisition Strategic Cross-Selling & Revenue Generation Leadership, Mentorship & Team Operations

• Represented the ultra-premium segment as a Platinum Ambassador, specializing in the end-to-end processing and acquisition of the flagship Platinum Charge Card for HNI and UHNI clients.
• High-Net-Worth Client Sourcing: Operate within a highly targeted Business-As-Usual (BAU) model, independently generating high-value database leads, scheduling executive appointments, and conducting face-to-face consultative pitches to close premium deals.
• Consistent Target Surpassing: Maintained an exceptional track record of performance, consistently exceeding 100% of monthly sales and volume targets for premium card acquisition.
• Spearheaded cross-selling of high-ticket insurance products, consistently exceeding ₹25,000 baseline target and enhancing overall portfolio value.
• Achieved "Highest Premium Collected" distinction month-over-month, driving significant growth in auxiliary revenue streams.
• Onboarded and mentored incoming team members, helping them become productive through structured training sessions and strategic "buddy calling" field exercises.

Led compliance initiative for Customer Identification Data validation.

Spearheaded a critical, high-volume compliance initiative during the COVID-19 pandemic to validate and update Customer Identification Data in alignment with Central Know Your Customer regulations.

final system updates under strict regulatory timelines.

Achievement
Demonstrated exceptional performance in high-net-worth portfolio acquisition by securing over achieved elite Platinum (PLAT RCP) milestones between 2022 and till date. This consistent monthly dominance in premium sales was formally recognized via multiple Certificates of Appreciation from the Directors of Acquisition and Sales.

Core Sales & Portfolio Acquisition End-to-End Account Management & Operations

• Sourced and acquired clients by pitching premium financial products through targeted corporate sales activities, direct customer engagement, and strategic cold outreach to high-potential prospects.
• Corporate B2B Activities: Plan and execute corporate kiosk setups, roadshows, and direct marketing events within major corporate hubs to drive bulk card acquisitions.
• Database Management & Appointment Scheduling: Strategically leverage internal and external databases to qualify leads, execute high-volume calling campaigns, and secure high-conversion face-to-face appointments.
• Planned and executed corporate kiosk setups, roadshows, and direct marketing events in major corporate hubs, enhancing bulk card acquisition efforts.
• Managed entire customer lifecycle from initial contact to application processing and onboarding, fostering strong client relationships to promote future referrals.

• Acquired high-net-worth clients and managed banking relationships; analyzed client profiles to pitch tailored financial solutions, enhancing client satisfaction and retention.
• Delivered premium doorstep banking services and resolved client queries while collaborating with Branch Sales Manager to align sales strategies with management goals, improving service delivery.

• Acquired and onboarded high-net-worth prospects, optimized banking relationships, and evaluated client financial risk profiles to cross-sell wealth solutions, including CASA, life/general insurance, and high-ticket lending assets (HL/LAP).
• Delivered premium doorstep banking solutions and resolved complex client inquiries, collaborating with Branch Sales Manager to meet key performance metrics and align field sales execution with corporate goals.

• Acquired New-to-Bank (NTB) prospects and managed high-value client portfolios; conducted financial needs analyses to cross-sell premium financial products, including life insurance and investment solutions.
• Resolved complex client inquiries through delivery of end-to-end doorstep banking services, while directly reporting to Sales Manager to align corporate strategies with field execution.

• Managed New-to-Bank (NTB) client acquisition and high-value portfolio management, delivering premium doorstep banking solutions and executing strategic financial cross-selling under guidance of Sales Manager.