PONSELVAM M
Banking & NRI Business Development Professional
Srivilliputhur
Summary
Results-driven banking professional with 7+ years of experience in sales, Business development in NRI, customer acquisition and relationship management across leading banks and financial services. Proven track record in NRI(NRO/NRE) CASA acquisition, cross-selling of financial products and achieving sales targets. Strong communicator with customer-centric approach and ability to drive business growth.
Overview
2
2
Languages
1
1
Certification
9
9
years of professional experience
Work History
Business Development Officer
Equitas Small Finance Bank
07.2023 - Current
- NRI CASA Banking Products (NRE/NRO/FCNR Accounts)Wealth &
- Portfolio ManagementClient Acquisition (NTB - New to Bank)
- Cross-Selling (Life/General Insurance, Mutual Funds)Forex, Remittances & Trade Finance
- Building strong customer relationships and ensuring high customer satisfaction.
Assistant Officer
DBS Bank India Limited
02.2022 - 06.2023
- CASA-NRI Banking Products (NRE/NRO/FCNR Accounts)
- Client Acquisition (NTB - New to Bank)
- Cross-Selling (Life/General Insurance, Mutual Funds
- Managed customer accounts and promoted banking products.
- Assisted in CASA growth and cross-selling initiatives
Assistant Acquisition Manager
Kotak Mahindra Bank
12.2020 - 02.2022
- NRI Banking Products (NRE/NRO/FCNR Accounts
- Client Acquisition (NTB - New to Bank)
- Cross-Selling (Life/General Insurance, Mutual Funds)
- Responsible for sourcing new-to-bank customers and acquiring CASA accounts.
Bank Officer
IDFC FIRST Bank
02.2020 - 12.2020
- Handled customer transactions and relationship management.
- Promoted bank products including CASA, LI, GI and Asset products.
- Supported branch operations and sales activities.
Sales Executive
Telecom Industries (AIRTEL & JIO)
11.2017 - 08.2019
- Acquired new customers and promoted telecom products.
- Achieved sales targets through effective lead generation and follow-ups.
- Gained strong communication and customer handling skills.
Education
B.E. - Computer Science Engineering
Agri College of Technology, Anna University
01-2016
HSC - undefined
S N Higher Secondary School
01-2012
SSLC - undefined
S N Higher Secondary School
01-2010
Skills
CASA Acquisition
NRI NTB Accounts
NRI Banking Products (NRE/NRO/FCNR Accounts)
Wealth & Portfolio Management
Client Acquisition (NTB - New to Bank)
Cross-Selling (Life/General Insurance, Mutual Funds)
Forex, Remittances & Trade Finance
Sales & Business Development
Cross-selling (LI, GI, Assets, Demat)
Customer Relationship Management
Languages: Java, C, C
Certification
IRDA Certification with SP Code
EXTRA CURRICULAR ACTIVITIES
Good at Playing Cricket Participated in National Level Technical Symposium at Anna Institute of Higher Technology Good at Playing Cricket Participated in National Level Technical Symposium at Anna Institute of Higher Technology
DECLARATION
I hereby declare that all the details furnished above are true to the best of my knowledge and belief.
Timeline
Business Development Officer
Equitas Small Finance Bank
07.2023 - Current
Assistant Officer
DBS Bank India Limited
02.2022 - 06.2023
Assistant Acquisition Manager
Kotak Mahindra Bank
12.2020 - 02.2022
Bank Officer
IDFC FIRST Bank
02.2020 - 12.2020
Sales Executive
Telecom Industries (AIRTEL & JIO)
11.2017 - 08.2019
SSLC - undefined
S N Higher Secondary School
HSC - undefined
S N Higher Secondary School
B.E. - Computer Science Engineering
Agri College of Technology, Anna University