Saikumar Mogilipuvvu
Visakhapatnam
Summary
Dynamic Relationship Manager with a proven track record at HDFC Bank, excelling in client relationship management and sales forecasting. Expert in cross-selling strategies, I consistently enhanced customer engagement and retention, driving significant growth in service delivery. Adept at team leadership and negotiation, I thrive in fast-paced environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC BANK LTD
VISAKHAPATNAM
06.2020 - Current
- Work Role Senior Manager (Relationship Manager): Spearheading client guidance in the Equity & Derivatives Market. executing orders on their behalf while ensuring optimal investment outcomes.
- Establishing and nurturing client relationships by providing comprehensive education on investment strategies, fostering a deep understanding of financial markets.
- Met client acquisition targets and drove cross-selling initiatives for third-party products, enhancing overall client investment portfolio diversity.
- Conducting client meetings and strategic bank branch visits in alignment with established goals. Managing an extensive portfolio valued at 164 crores, catering to super High Net Worth Individuals (HNIs), corporates, and government entities.
- Operating within the flagship branch of HDFC Bank in Andhra Pradesh, the largest in the region, and effectively engaging with high-profile clients and entities in delivering exceptional financial services.
- Acquired assets totaling 48 crores by coordinating efforts across SME, EEG, BBG, and retail asset teams, contributing to firm’s growth objectives.
- Exceeded fee-based targets in forex and third-party products, showcasing financial acumen and diversification strategies.
- Attained a remarkable 96% health score, positioning as a top performer in customer stickiness within the region.
- Cultivated high-value corporate relationships through PBG, showcasing expertise in service parameters and deep understanding of client needs.
Branch Sales Manager
ICICI BANK LTD
Viskhapatnam
07.2015 - 05.2020
- Consistently achieved monthly targets for current and savings accounts.
- Managed sales team performance through coaching and training sessions, enhancing overall team effectiveness.
- Developed and implemented strategies to enhance customer engagement and retention.
- Trained new employees on banking procedures and customer interaction techniques.
- Coordinated staff schedules to enhance branch performance and customer service.
- Maintained relationships with target customers, resulting in improved service delivery and customer satisfaction.
- Executed cross-selling strategies for home loans, personal loans, credit cards, mutual funds, and life insurance, increasing product penetration.
- Compiled management information system reports for submission to branch sales manager.
- Processed customer service requests, including PAN updates, mobile number changes, and address modifications.
Education
Bachelor of Science - Math’s, Statistics, and Computer Science
Acharya Nagarjuna University
Narasaraopet12-2011
Intermediate - Math’s
Sri Vivekananda Junior college
12-2008
S.S.C -
The S.S.Z.P High School
12-2006
Skills
- Client relationship management
- Sales forecasting
- Cross-selling strategies
- Customer engagement
- Team leadership
- Adaptability to change
- Time management
- Negotiation skills
- Customer portfolio management
- Schedule management
- Service support
Certification
- Insurance Regulatory Development Authority (IRDA) Certified in Life Insurance
- Association of Mutual Funds in India (AMFI) Certified
Accomplishments
Received appreciations from Zonal Head, Regional Head & Teams in the Zonal, Regional forum for the best performance in various products.
Training
- Personal Effectiveness (2016)
- Passion At Work (2018)
- Results Through Relationships-1 (2019)
Languages
- English
- Telugu
Personal Information
- Date of Birth: 03/07/90
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
- Religion: Hindu
Languages
English
Upper Intermediate (B2)
B2
Telugu
Proficient (C2)
C2
Hindi
Beginner
A1
Affiliations
- TOP 3 Rm from Region
- Reconganation Recived from Best BSM from BBH
- Portofolio grown by 2X Times in 3 Years
- In 2026 I contribute to Life Insurance 20%of the Branch Target
Timeline
Relationship Manager
HDFC BANK LTD
06.2020 - Current
Branch Sales Manager
ICICI BANK LTD
07.2015 - 05.2020
Bachelor of Science - Math’s, Statistics, and Computer Science
Acharya Nagarjuna University
Intermediate - Math’s
Sri Vivekananda Junior college
S.S.C -
The S.S.Z.P High School