SUDHEER KUMAR MEKATHOTI
BFSI
Guntur
Summary
Professional with high standards and strong background in financial services. Proven ability to build and maintain client relationships, manage portfolios, and deliver exceptional financial solutions. Prioritizes team collaboration and adapts to changing needs to achieve results. Possesses expertise in wealth management, risk assessment, and personalized financial planning with client-focused approach.
Overview
10
10
years of professional experience
3
3
Certifications
1
1
Language
Work History
Private Banker - Private Wealth Management
ICICI Securities
08.2025 - Current
- Expanded client portfolio by identifying and acquiring high-net-worth individuals through targeted networking events, stakeholders.
- Successfully managed a diverse client portfolio that included entrepreneurs, professionals, and high-net-worth families.
- To maintain and handle the portfolio of HNIs and UHNIs in acquiring higher wealth in business and supporting them to meet their long-term and short-term financial goals in terms of wealth creation and fulfilling their service requests.
- To support individual investors, seek the benefits, as well as navigate the complexities of financial markets.
Regional Product Manager - NRI
ICICI Securities
08.2024 - 08.2025
- As a Regional Product Manager - NRI under the Equity product group, responsible for training and supporting the acquisition team and all the stakeholders with respect to NRI 3-IN-1 accounts (NRI PIS and NON PIS) for the state of Andhra Pradesh in hybrid mode, looking after all the zones in the state.
- Training, mentoring, supporting, and client support for all the state of AP based out of Vijayawada.
- Adopting the latest advances in client onboarding digitally by ensuring all the FEMA and compliance parameters are met.
- Ensuring a higher level of adherence to the AML and KYC reforms with respect to GCC and non-GCC countries while onboarding the client.
- Ensuring a higher level of customer satisfaction while onboarding through the latest advances in technology, using digital modes, and ensuring that customer satisfaction levels are met throughout the entire onboarding journey, as well as assisting clients once the entire setup has been completed for a seamless experience.
Customer Relationship Manager
HDFC Bank
09.2021 - 07.2024
- Handling portfolio, maintaining customer relations, wealth management, generating revenue from new and old client bases, new client acquisition, CASA bundled with third-party products, achieving monthly targets, ensuring customer satisfaction services and feedback, and incremental growth in the mapped portfolio.
- Ensuring that the primary banking relationship for all financial needs is with the bank, and overseeing that all products and services offered by the bank are availed by the customer.
- Maintaining high-quality relations with the client, and thereby ensuring a family-level banking relationship with the bank.
- By ensuring that, above all, the sales and operational needs are met without any discrepancy as a SPOC, and ensuring the portfolio quality with respect to all the regulatory and operational guidelines, such as AML, KYC, RE-KYC, and compliance conditions, are maintained along the portfolio.
Client Relationship Partner
Yes Bank
09.2019 - 08.2021
- As a Client Relationship Partner, I maintain a relationship with customers, generate revenue, acquire CASA, manage third-party products, achieve targets, and handle a mapped portfolio for incremental book size.
- Ensuring client onboarding and thereby making them stay with the bank as it is their primary banking account for their financial needs and daily usage.
- Cold calling, B2B, B2C, lead generation, prospecting, and probing the clients to be a part of their financial partner as a one-step banking solution for all their banking and investment-related solutions.
- To meet the assigned targets in a healthy and well-disciplined manner, where our efforts are valued, and ensuring utmost financial stability and confidence to the clients with the bank.
Assistant Acquisition Manager
Kotak Mahindra Bank
10.2016 - 12.2018
- Worked as an Assistant Acquisition Manager, discharging my duties as a client acquisition specialist, generating revenue, maintaining relationships with existing and new clients for generating third-party revenues, achieving monthly targets, and acquiring clients through cold calls and sales.
- Cold calling, B2B, B2C, client prospecting, probing, and lead generating, and onboarding the leads by converting successfully.
- CASA, TPP, ASSETS, building and generating leads, and converting them, thereby achieving sales targets without deviation in the product propositions and maintaining a high level of transparency while onboarding clients by following all the regulatory rules and regulations with respect to AML, KYC, and compliance issues.
Education
Bachelor of Technology - Electronics & Communication Engineering
Nalanda Institute of Engineering & Technology
Sattenapalle, India 04.2001 -
Intermediate - MPC
Sri Viveka Junior College
Kandukur04.2011
10th Standard - undefined
Vikas High School
Kandukur03.2009
Skills
MS Office Tools, C,C
Effective Communication & Convincing Skills
Self Driven, Positive Attitude, Self Motivated Individual
Capable of handling a Team, Can do attitude
Adaptability and flexibility
Cross-selling opportunities,Customer due diligence
Know your customer,Portfolio management,Relationship building
Cross-selling expertise,Investment management,Financial planning
Relationship building and management,Customer Service-oriented,Customer service
Employee motivation,Teamwork and collaboration
Business development,Problem-solving abilities
Multitasking Abilities,Time management abilities
Certification
NISM-IFSCA-01- Certification Course on Anti Money Laundering & Counter Terrorist Financing in the IFSC
Interests
Reading Books, Browsing Net, Listening Music, Batminton
STRENGTHS
- .Positive attitude
- .Relish to learn and contribute
- .Capable of handling teams and maintaining good MIS tracking
- .Ability to accomplish the assigned targets and strong believer that organization is my parent.
AWARDS
.Appreciation certificates from superiors for achieving and contributing in Contests driven on CASA., .Appreciation on contributing for LI revenue consecutively for 3 months., .Elected as CPL & SPL in college & School.
DECLARATION
I hereby state and affirm that the information furnished above in this document is true to the best of my knowledge.
Timeline
NISM SERIES XX1A - Portfolio Management Services
10-2028
NISM SERIES VA - Mutual Fund Distributors
09-2028
NISM-IFSCA-01- Certification Course on Anti Money Laundering & Counter Terrorist Financing in the IFSC
03-2028
Private Banker - Private Wealth Management
ICICI Securities
08.2025 - Current
Regional Product Manager - NRI
ICICI Securities
08.2024 - 08.2025
Customer Relationship Manager
HDFC Bank
09.2021 - 07.2024
Client Relationship Partner
Yes Bank
09.2019 - 08.2021
Assistant Acquisition Manager
Kotak Mahindra Bank
10.2016 - 12.2018
Bachelor of Technology - Electronics & Communication Engineering
Nalanda Institute of Engineering & Technology
04.2001 -
Intermediate - MPC
Sri Viveka Junior College
10th Standard - undefined
Vikas High School