Sachumol SK
Bengaluru
Summary
Dynamic Assistant Manager at HDFC Securities with a proven track record in upselling mutual funds and managing HNI client portfolios. Expert in investment planning and relationship management, consistently exceeding sales targets and enhancing customer satisfaction through effective communication and problem-solving skills. Recognized for delivering tailored financial solutions and earning international incentive trips.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Manager
HDFC securities
Bengaluru
08.2022 - Current
- Managed a portfolio of Retail & HNI clients, acting as a single point of contact for all investment needs
- Upsold AMC Mutual Fund products using assigned databases and referrals.
- Acquired new clients through reference generation, cross-selling, and cold leads
- Profiled customers to provide customized investment solutions aligned with financial goals
- Delivered investment planning & advisory services across various TPP products
- Delivered investment planning & advisory services across equity, debt, mutual funds, PMS, AIF and insurance products.
- Ranked among top performers in sales targets, earning international incentive trips to 6 countries.
Customer Service Associate
Teleperformance
Bangalore
10.2020 - 08.2022
- Handled inbound customer interactions for State Bank of India ‘SBI’ across account, card, and service-related queries.
- Provided end-to-end customer support, ensuring high levels of customer satisfaction and first-call resolution.
- Assisted customers with banking services, transactions, and issue resolution in compliance with SBI policies.
- Maintained accurate customer records and updated interactions using CRM systems.
- Demonstrated strong communication, problem-solving, and relationship management skills.
- Met and consistently exceeded quality, productivity, and customer satisfaction metrics.
- Escalated complex cases appropriately while ensuring timely resolution and follow-ups.
- Built trust and rapport with customers through professional and empathetic communication.
Education
BSc - Clinical Nutrition and Dietetics
Smt VHD Central Institute of Home Science
Bangalore05-2020
Master of Business Administration -
Indira Gandhi National Open University
BangaloreSkills
- CRM
- MS Excel
- MS Word proficiency
- Mutual fund and other TPP sales
- Upselling & Cross selling
- Retail HNi UHNi client management
- Investment planning and advisory
- Relationship Management and Client Servicing
- Trading platform technical skills in TWS IPOT
Certification
- NISM V-A
- NISM VIII
- NISM XXI A
- NISM VII
- IRDAI
Languages
- English
- Kannada
- Tamil
- Malayalam
- Hindi
Timeline
Assistant Manager
HDFC securities
08.2022 - Current
Customer Service Associate
Teleperformance
10.2020 - 08.2022
BSc - Clinical Nutrition and Dietetics
Smt VHD Central Institute of Home Science
Master of Business Administration -
Indira Gandhi National Open University