RAKESH P H

Handling Mid Size Branch - GL of 150 Crores

• Offered friendly and efficient service to all customers, handled challenging situations with ease.
• Used coordination and planning skills to achieve results according to schedule.
• Prepared a variety of different written communications, reports and documents to ensure smooth operations.
• Delivered exceptional level of service to each customer by listening to concerns and answering questions.
• Increased customer satisfaction by resolving issues.
• Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
• Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
• Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.

• 110 Crores Assets under Management.
• Portfolio Management – HNI & Ultra HNI Clients.
• Branch Banking.
• Acquisition of new clients and cross sell to existing client base.
• Maximize profit and achievement of growth of Premier Client’s portfolio.
• Researched current trends to identify prospective customers and determine specific needs.
• Worked with clients to address and respond to client and partnership management issues.

• Managed Key National Distributors such as NJ India, Karvy Broking and Wealth Team, Edelweiss Wealth team, Kotak Private Wealth team and International Money Matters and Corporate.
• Managed IFA , Sub – broker Channel and National Distributors Across Bangalore region.
• Acquisition of IFA (Un empaneled Distributors).
• Managed direct HNI clients.
• Managed AUM Acquired through National Distributors.

• Handled Public sector Banks such as Karnataka, Syndicate, Andhra, Karur Vysya, OBC, IOB etc.
• Acquisition of IFA- BA (Un empaneled Distributors & Business Associates with RMF).
• Handled Team of Relationship Officers.
• Managed AUM Acquired through these PSU Banks.
• Sourcing SIP’s through these Relationship officers based out of these PSU Banks.
• Awarded as the” SIP Champion” for Sourcing Highest No’s of SIP’s.

• To manage Entire customer Portfolio in branch or through client visits & provide Financial / Investment advisory, Develop new relations through references & other sources.
• To generate leads and act as productive resource by meeting targets thereby ensuring fulfillment of budgetary expectations of organization.
• To tactfully deliver desired budget (Target numbers) by maintaining reports, records of customer meetings and sales process as part of reporting structure.
• To consciously reduce costs and expenses wherever possible thereby delivering support to center managers in increasing profitability of Center.
• Conducting market research for generating leads thereby adding for revenue generation.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.