Pothumponnu P

With a proven track record at Aionion Capital Market Services, I excel in managing high-net-worth clients and cross-selling banking products with expertise. Adaptable and self-motivated, I have significantly contributed to customer satisfaction and portfolio growth, demonstrating exceptional service quality and financial acumen.

• Handling high priority clients.
• Financial adviser for their investments and financial planning based on their future needs in both the Indian market as well as in the international market
• Handling the branch privilege customers.
• Cross selling with well knowledge from the doc
• Liabilities: SA, CA, NR, FD, RD, Task, IR, CASA Values inflow and out flow management
• Asset: HL, ML, AL, JL, PL, EL, BL, Consumer Loan, Forma Finance
• Fee Products: LI, GI, MF, inwards & outward remittance, CC
• Knowledge of systems/applications used in processing of banking
• Handling Entire Process of INWARD OUTWARD clearing and ECS
• Remittance of funds through RTGS/NEFT in system wise
• Customer Queries handling
• Inventory processing
• Transfer cheques & salary upload file Processing
• Account opening forms Processing
• Accounts Maintenance (Branch all Office Accounts)
• Keys Handling
• Lobby Management

• Tamil
• English
• Kannada

• Hobbies: poetry writing
• Father's Name: Pandi. C
• Date of Birth: 06/08/93