Suhail Soorpil
Tirur
Summary
Experienced Relationship Manager with over a decade in the financial services industry, specializing in wealth management, equity dealing, and retail investment solutions. Proven track record in managing HNI portfolios with an investment AUM of ₹90 Cr and over ₹450 Cr in FD and CASA. Skilled in Demat and Trading account acquisition, trade execution, and cross-selling a wide range of financial products including mutual funds, PMS, AIFs, and insurance. Adept at client relationship management, branch-level coordination, revenue generation, and regulatory compliance. Strong exposure to both advisory and transactional roles with hands-on experience in leading platforms like SBI Wealth App, YONO, and online trading terminals.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
SBI WEALTH
KOZHIKODE
12.2019 - Current
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Managed a portfolio of High Net Worth Individuals (HNIs) and Ultra HNIs, providing customized wealth management solutions across mutual funds, insurance, PMS, AIFs, and fixed-income products.
- Achieved and consistently exceeded monthly and quarterly revenue and acquisition targets through deep client engagement and relationship-building strategies.
- Managed a robust client portfolio with an investment AUM of ₹90 Cr, and over ₹450 Cr in Fixed Deposits and CASA balances, catering to HNI and Ultra-HNI clients.
- Maintained a disciplined follow-up process for periodic portfolio reviews, asset reallocation, and timely execution of investment decisions.
- Successfully acquired and onboarded New-to-Bank (NTB) HNI clients, driving consistent growth in the wealth client base.
Relationship Manager
HDFC SECURITIES LIMITED
KOZHIKODE
08.2015 - 09.2019
- Conducted daily client interactions to resolve queries, offer market updates, and promote equity products, IPOs, ETFs, and research-backed stock ideas
- Actively cross-sold investment products such as mutual funds, bonds, insurance, and SIPs, enhancing revenue and client engagement.
- Worked closely with branch staff and internal teams to drive business through HDFC Bank channel tie-ups, leveraging existing bank relationships.
- Educated clients on online and mobile trading platforms, assisting them with app installations, fund transfers, and placing equity and derivative orders.
- Successfully onboarded new clients through lead generation, referrals, walk-ins, and branch coordination, contributing to consistent monthly account targets.
- Consistently generated an average daily brokerage of ₹25,000, with 12 active trading clients per day, contributing significantly to branch-level revenue targets.
Sales Officer
Religare Securities Ltd
KOZHIKODE
03.2015 - 06.2015
- Focused on Demat and Trading account acquisition, targeting retail clients through cold calls, field visits, and branch walk-ins.
- Maintained a strong follow-up pipeline, converting prospects into active trading clients by providing platform demonstrations and onboarding support.
- Built lasting relationships with clients through proactive support, ensuring client satisfaction and promoting additional product offerings like SIPs, insurance, and mutual funds.
Dealer Relationship Manager
SHARE WEALTH SECURITIES LTD
THRISSUR
01.2014 - 12.2014
- Handled client calls for trade execution in equity, derivatives, and IPO segments, ensuring accuracy and speed under market pressure.
- Executed trades on behalf of clients through terminal-based platforms (NSE/BSE), adhering to compliance and risk management protocols.
- Provided real-time market updates and stock quotes to clients, assisting them in making informed trading decisions.
- Developed strong rapport with clients by providing prompt and reliable trade support, enhancing overall customer experience.
Education
M.Com - Finance
ANNAMALAI UNIVERSITY
05.2015 - 04.2016
B.Com - Commerce
CALICUT UNIVERSITY
04.2009 - 04.2012
Skills
- Wealth management
- Investment analysis
- Risk assessment
- Investment Portfolio Management (AUM ₹90 Cr)
- High Net-Worth Client Relationship Handling
- Revenue & Brokerage Target Achievement
- Branch Coordination & Cross-Selling via Bank Tie-ups
Languages
Malayalam
First Language
English
Upper Intermediate (B2)
B2
Hindi
Elementary (A2)
A2
Certification
- NISM XXI-A Portfolio Management Services (PMS) Distributors Certification.
- NISM-Series-V-A: Mutual Fund Distributors Certification.
Timeline
Relationship Manager
SBI WEALTH
12.2019 - Current
Relationship Manager
HDFC SECURITIES LIMITED
08.2015 - 09.2019
M.Com - Finance
ANNAMALAI UNIVERSITY
05.2015 - 04.2016
Sales Officer
Religare Securities Ltd
03.2015 - 06.2015
Dealer Relationship Manager
SHARE WEALTH SECURITIES LTD
01.2014 - 12.2014
B.Com - Commerce
CALICUT UNIVERSITY
04.2009 - 04.2012
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