Senthil Kumar M

• Monitor and address HNI clients banking and Investment requirements on time
  
• Use financial advise to the HNI client based on their need, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
  
• Focus on business development across liabilities, assets & TPP Products and achieve growth in relationship value, revenues & improved client stickiness
  
• Achievement of product-wise targets and cross selling products as per the score card
  
• Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
  
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
  
• Ensuring client contactability at all times through updation of latest contact details in internal portal systems. Regular contact with all mapped clients through daily.
  
• Resolution of queries for all Managed and non Managed clients within TAT to make them as primary banker.

• Worked with customers to understand needs and provide excellent service.
• Increased customer satisfaction by resolving issues. Deepening Relationships, Increasing the retention with the bank.

Responsible for business development through acquisition of high net worth clients

Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

Responsible for achieving targets based on acquisition and revenue generation through equity

Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

Provide regular updates to the immediate superior as and when required

Analyze client portfolios and make necessary suggestions.

MIS Management in Excell

Monitoring Productivity of Staff and Reporting to the superiors

Supervising the team

Data entry work in system details about Retail Asset loan application

Worked as Team lead of 25 Member team,