Ramkumar Selvaraj
Coimbatore
Summary
Seeking a management position that will effectively utilize acquired expertise, creative talents and commitment to excellence. Desire a position with career potential growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager
Lendbox - Transactree Service Pvt Ltd
12.2023 - Current
- Company Overview: LENDBOX
- Acquisition of IFA's & Investor for Wealth creation investment in P2P (Peer to peer) , NCD & Mutual funds investments
- Handling IFA's across all over Tamilnadu.
- Created sales and marketing strategies to increase customer-base and enhance sales.
- Kept customers up-to-date on latest deals and promotions by sending targeted newsletters using Mail chimp and CRM systems.
- Assisted in generation of new business by executing strategic campaigns and proactively.
- Scheduled,arranged and attended meetings with IFA's & customers to maintain trusting and long-lasting relationships.
- Grew and maintained client base to maximise revenue from both IFA's Channel & Investor.
- Assisted in generation of new business by executing strategic campaigns and proactively cold calling customers.
- Modified investment strategies based on market changes and fluctuations
Assistant Manager
Motilal Oswal Financial service ltd
10.2022 - 10.2023
- Acquisition of Investor & Franchise for Wealth creation investment in Mutual funds, Insurance and Demat & PMS.
- Created sales and marketing strategies to increase customer-base and enhance sales.
- Kept customers up-to-date on latest deals and promotions by sending targeted newsletters using Mail chimp and CRM systems.
- Revenue generation from Investor and Key Partners
- KYC (know your customer ) process to investor transactions.
- Maintaining standard quality of service & good relationship with investors and key partners
- Address and rectify Wealth creation investment related all queries and issues on TAT
Assistant Manager- Sales & Branch Operation
HDFC Sales Pvt Ltd
08.2020 - 09.2022
- Acquisition of New Investors and New key partners (Agents) for Fixed deposit .
- Handled Fixed deposit Front office Transaction process and Investment service to Investor's and Key Partners.
- KYC (know your customer ) process to deposit investor and key partners
- Maintaining standard quality of service & good relationship with investors and key partners
- Scheduled,arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
- Grew and maintained client base to maximise revenue
- Address and rectify fixed deposit related all queries and issues on TAT
Team Leader - Senior Processing Officer
CAMS
02.2018 - 04.2020
- Allotment of NAV (Net Asset Value) in SIP (Systematic investment Plan) to Mutual fund investors on Daily basis
- Sip Transaction Feed send to bank & service providers to getting credit confirmation from investor accounts for crediting NAV
- Reconciliation of Unrealized credit amount
- MIS Process & Validating investor KYC
- Managing the Team
- & Maintaining Standard of quality of service
- Address and rectify SIP related all queries and issues on TAT
Officer - Distributor Support Service
KARVY - Karvy Computer Shares Pvt Ltd
04.2014 - 12.2017
- Mutual fund transaction and investment service to investor and Distributor
- Educating karvy mutual fund portal service and Mobile application service to investor's & Distributors
- Ensure & create KYC process to Mutual fund investor Via KRA's (Karvy, CVL & NDML)
- Maintained good relationship with Distributors
- Managed the team for mutual fund entire front end process
- Address and rectify the AMC & Distributors mutual fund process related queries & issues within TAT
Relationship Manager
Orion Broking Service Pvt Ltd
08.2012 - 04.2014
- Investor and Franchise acquisition
- Guide to investor for explain current scenario of Share market
- Acquisition of New Investors and New key partners (Agents)
- Revenue generation & maintained standards of quality service
- On TAT
Education
Msc - Information Technology
Bharathiar university
01.2009
Bsc - Computer Science
VLB Janakiammal College of arts and science
01.2007
Skills
- Team Leadership
- Relationship building
- Business Development
- Marketing & Sales
- Operations management
- Customer relationship management (CRM)
- Mutual funds, P2P investment , Insurance , Dmat & NCD
Certification
- NISM II-B
- NISM V-A Certification
- Equity Derivative certification
Languages
English
Tamil
Hobbies and Interests
Playing & Watching Cricket
Disclaimer
I hereby declare that all the details and particulars furnished above are correct to the best of my knowledge.
Personal Information
- Father's Name: C.A.Selvaraj
- Date of Birth: 10/19/86
- Gender: Male
- Nationality: Indian
- Marital Status: Married
CERTIFICATION
NISM II -B & NISM V-A Mutual fund certification
Timeline
Manager
Lendbox - Transactree Service Pvt Ltd
12.2023 - Current
Assistant Manager
Motilal Oswal Financial service ltd
10.2022 - 10.2023
Assistant Manager- Sales & Branch Operation
HDFC Sales Pvt Ltd
08.2020 - 09.2022
Team Leader - Senior Processing Officer
CAMS
02.2018 - 04.2020
Officer - Distributor Support Service
KARVY - Karvy Computer Shares Pvt Ltd
04.2014 - 12.2017
Relationship Manager
Orion Broking Service Pvt Ltd
08.2012 - 04.2014
Bsc - Computer Science
VLB Janakiammal College of arts and science
Msc - Information Technology
Bharathiar university
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