Sarathkumar M
Retail & Investment Banker
Chennai
Summary
Results-driven professional with a proven track record of fostering teamwork, leadership, and motivation. Excels in customer relations and relationship-building. Skilled in making independent decisions and exercising sound judgment to drive company success. Committed to leveraging training, monitoring, and morale-building expertise to increase employee engagement and elevate performance levels.
Overview
13
13
years of professional experience
2
2
Languages
Work History
Senior Manager
HDFC BANK LTD
12.2021 - Current
- Developed and cultivated lucrative relationships with HNI and Ultra HNI clients through effective communication and exemplary interpersonal skills.
- Provides financial planning and investment advices to high networth individuals and families.
- Helps clients to manage, grow, and preserve their wealth by developing personalized financial plans and managing investment portfolios.
- Communicated regularly with clients to understand their needs, evaluate current product use, and cross-sell new products.
- Cross-selling banking products: home loan, personal loan, auto loan, credit card, mutual fund, insurance, PMS/AIF, and liability building.
Assistant Manager
BANKBAZAAR.COM
10.2014 - 12.2019
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Handled Home loan , personal loan and STP team.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Mentored team members to enhance professional development and accountability in workplace.
- Communicating clear instructions to TL, FC and QA
Travel Consultant
CITIAIR TRAVEL
12.2013 - 10.2014
- Arranging flights and finding the lowest airfare
- Generating Sales/Tickets
- Using a secured booking system to book tickets
- Collecting and processing payments
- Advising clients on travel arrangements(eg: VISA & Passport)
- Dealing with customer complaints
Equity Trader
SIVA BUSINESS MANAGEMENT SERVICES PVT LTD
01.2013 - 07.2013
- To study and analyze the condition of the market and conduct a detailed research on the financial, social and economic data
- To buy and sell the shares and securities by utilizing short term trading models which are automated
- To evaluate the risk involved and make appropriate decision and prepare the relevant reports.
- To manage trade on US Equities - DOW JONES / NASDAQ
Education
PGCP - Investment Banking And Capital Market
Indian Institute of Management
Ranchi, India 05.2001 -
B Tech - Information Technology -
Anna University
Chennai 07.2008 - 03.2012
Skills
Financial Management
Self-motivated professional
Strategic planning
Additional Information
- Attended Million Dollar Round Table conference 8 times
- 11 times Group/ Business head initiative contest winner under Life insurance product
- 3 times consistently appraised as Exceptional contributor and twice as Key performer
- Part of business excellence team in Bank bazaar
Timeline
Senior Manager
HDFC BANK LTD
12.2021 - Current
Assistant Manager
BANKBAZAAR.COM
10.2014 - 12.2019
Travel Consultant
CITIAIR TRAVEL
12.2013 - 10.2014
Equity Trader
SIVA BUSINESS MANAGEMENT SERVICES PVT LTD
01.2013 - 07.2013
B Tech - Information Technology -
Anna University
07.2008 - 03.2012
PGCP - Investment Banking And Capital Market
Indian Institute of Management
05.2001 -
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