S JEEVANKUMAR
Chennai
Summary
Dynamic Senior Manager with extensive experience at Standard Chartered Bank, specializing in portfolio and client relationship management. Proven ability to drive revenue growth through innovative financial solutions and effective cross-selling strategies. Achievements include enhanced customer satisfaction and leading high-performing teams that consistently exceed strategic business objectives, supported by AMFI and IRDA certifications. Career aspirations focus on leveraging expertise to advance excellence in financial services.
Overview
18
18
years of professional experience
Work History
Senior Manager
Standard Chartered Bank Ltd
CHENNAI
06.2024 - Current
- Coordinated management of a diverse client portfolio exceeding 250 high net worth individuals.
- Elevated customer satisfaction by delivering customized financial solutions.
- Discovered cross-selling opportunities, boosting revenue and retention.
- Guided portfolio management for high-net-worth clients and exceeded their financial expectations.
- Developed customized wealth management strategies in collaboration with internal partners.
- Maintained current knowledge of market trends and investment products, advising clients on potential risks and opportunities.
- Ensured compliance with applicable laws, regulations, policies, and procedures related to customer service.
- Performed consistent account reviews to discover upselling opportunities.
Senior Manager
HDFC Bank Ltd
CHENNAI
03.2021 - 05.2024
- Managed a client portfolio exceeding 200 high-net-worth individuals.
- Recognized potential for cross-selling products, leading to higher revenue and client loyalty.
- Teamed up with internal partners to create bespoke wealth management plans for clients.
- Advised clients on potential risks and opportunities in investments.
- Developed and preserved long-term customer relationships as a reliable consultant.
- Discovered potential markets to expand business with dedicated accounts.
- Maintained courteous and supportive communication with customers.
- Executed strategic campaigns to expand client base.
Manager (Band II)
ICICI Bank Ltd
CHENNAI
08.2019 - 12.2020
- To build the business, deepen relationships, and manage key and potential customers.
- To utilize portfolio management to lower attrition, maximize revenue, and achieve sales targets.
- To assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis.
- To ensure current and prospective customers have a consistent, superior experience with the bank.
- To comply with various company compliance policies in selling.
- Develop existing and new relationships, and expand the client base.
- Knowledge of investment, trust, commercial lending, mortgage, and insurance.
- Generation of revenues through the sale of third-party products, such as insurance, mutual funds, online trading, and Demat accounts.
Manager – Retail Banking
IndusInd Bank
CHENNAI
04.2018 - 07.2019
- Responsible for achieving the business objectives of the Retail Liabilities Sales Team with BDMs for the mapped branches, and meeting the CASA numbers, value, and asset products.
- Generation of revenues through the sale of third-party products, like insurance, mutual funds, online trading, and Demat accounts, through the sales channel.
- Responsible for conducting various marketing activities regularly around the mapped branch catchment areas for lead generation and product promotions.
- Controlling the rejection of Account Opening Forms sourced by the team by promoting adherence to AML and KYC process norms.
Manager – Retail Banking
Kotak Mahindra Bank Limited
CHENNAI
06.2016 - 03.2018
- Responsible for achieving the business objectives of the Retail Liabilities Sales Team for the branch and meeting the revenues through the sale of CASA and third-party products, such as insurance, mutual funds, online trading, and demat accounts, etc.
- Responsible for leading a large sales channel comprising team leaders and sales executives, and ensuring recruitment, training, retention, and mentoring of sales teams.
- Responsible for controlling the rejection of Account Opening Forms and strategically implementing processing for new customer acquisition through direct sales initiatives and deposits mobilization to attain the target base.
- Mentored staff to increase sales success and productivity.
Deputy Manager – Retail Banking
Axis Bank Limited
CHENNAI
06.2007 - 05.2016
- Boosted customer base, acquiring new customers, and identifying needs to deliver relevant products.
- Developing sales tactics related to the competitive market situation, and implementing wide sales strategies with optimized results.
- Identifying appropriate sales resources and establishing an efficient sales environment.
- Organizing sales and marketing activities regularly to create awareness among customers and providing product training to all members.
- Maintaining awareness of all bank products and services through constant knowledge updating, and assisting the team to provide better services to the customers.
- Identifying the business potentials and providing guidance to the team for achieving their sales targets.
Education
BBA - Business Administration And Management
UNIVERSITY OF MADRAS
CHENNAI03-2003
Skills
- Portfolio management
- Client relationship management
- Financial planning
- Revenue generation
- Customer service
- Team leadership
- Cross-selling techniques
- AMFI Certified
- IRDA-certified
- MS Office
Disclaimer
I hereby declare that the aforementioned particulars are true to the best of my knowledge and belief.
Languages
- English
- Tamil
- Telugu
Personal Information
- Father's Name: Mr. D. Sekar
- Date of Birth: 10/25/82
- Gender: Male
- Marital Status: Married
Timeline
Senior Manager
Standard Chartered Bank Ltd
06.2024 - Current
Senior Manager
HDFC Bank Ltd
03.2021 - 05.2024
Manager (Band II)
ICICI Bank Ltd
08.2019 - 12.2020
Manager – Retail Banking
IndusInd Bank
04.2018 - 07.2019
Manager – Retail Banking
Kotak Mahindra Bank Limited
06.2016 - 03.2018
Deputy Manager – Retail Banking
Axis Bank Limited
06.2007 - 05.2016
BBA - Business Administration And Management
UNIVERSITY OF MADRAS
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