Shravan Kumar L

As Senior Premier Relationship Manager, I will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) clients. My primary responsibility is to cultivate and expand Premier relationships, aligning with business targets and strategic plans acting as the single point of contact for Premier customers, anticipating their needs and delivering comprehensive banking and financial advisory services. some of the other the major duties, responsibilities and achievements are :

• Managed and advisory- Managed a portfolio of High-Net-Worth (HNW) Premier clients, driving active AUM and liabilities growth.
• Delivered financial advisory across Money market and capital market products, successfully achieving 115% of quarterly targets in Liabilities, Wealth Management, Net to Bank Onboarding, Mutual Funds and SIP AUM.
• Partnered with Data Science and Investment teams to analyze transaction trends and cross-sell tailored financial products, increasing client product penetration to 3.2 products per client.
• Maintained a 98% HNI portfolio retention rate through regular portfolio reviews, risk profiling, and personalized wealth solutions.
• Consistently achieved 100% of the fee revenue target.

Worked as customer expert for DBIL ( DBS Bank, India) in DBS corporate office for Treasures customers ( Affluent and emerging affluent category) which involves addressing customer queries regarding bank account, Investments and cross selling of wealth and 3rd party products such as Insurance.

Some of the major responsibilities and duties include:

• Managed portfolio servicing and retention for DBS Treasures (Affluent & Emerging HNI) client segment, delivering advisory on banking, foreign exchange, and wealth products.
• Converted 18% of low-yielding accounts into high-yield investment products, including Mutual Funds, Fixed Deposits, and wealth avenues.
• Advised HNI clients on international wire transfers and foreign exchange, processing cross-border remittance requests (LRS/FEMA) with 100% regulatory compliance.
• Maintained a 96% CSAT rating and served as the final internal escalation point for complex banking, wealth, and compliance issues (FATCA/CRS/AML).

As a Citi Phone Banking officer, my responsibilities were to handle queries related to Banking and Investments to the clients of the bank to their fullest satisfaction . This also includes cross selling of credit products and Investment Products. Some of the other major duties and responsibilities performed were:

• Advised affluent retail clients on banking products, generating 15+ qualified monthly leads for wealth and credit products, achieving 110% of conversion targets.
• Executed high-volume client transactions with 99.5% accuracy while maintaining strict adherence to compliance standards.
• Investment & Liability Cross-Selling: Identified portfolio growth opportunities during client interactions, cross-selling investment options, mutual funds, and premium liability accounts to elevate client relationship values.