SURAJ DEJAPPA SAPALIGA
Mumbai
Summary
To accelerate the growth of any organization working for, by participation: using my strengths and skills, honestly. I have a very strong desire to contribute my best to a given work situation so as to become the asset for my employer organization. I strongly believe that planning, hard work, consistency and determination are the pillars of sure success.
Overview
13
13
years of professional experience
Work History
Senior Wealth Manager
TATA Capital Wealth Management
12.2018 - Current
- Managing Portfolio of around 105 Crs with 55 Families
- Primarily dealing with products like MF, PMS, AIF, FD, Bonds and LI
- Focusing on acquiring new HNI clients with minimum value of 25 Lakhs and above
- Quarterly Portfolio review to be shared with investors
- MF analysis to be shared on regular basis with investors
- Activating clients on Digital Platform for transaction
- Provides Insurance solutions across individual and corporate
- Share Market research and event based report with clients
- Suggesting schemes / products bases on client's risk profile
Preferred Relationship Manager
HDFC Bank Pvt Ltd
09.2016 - 11.2018
- Responsible for the portfolio enhancement of customers, in terms of activation, value buildup, and Balance maintenance
- Handling 210 cr
- Portfolio of Preferred customer of Bank
- Dealing with business banking & priority banking clients
- Focusing on activating customer's engagement by providing Trade Forex Solutions, odcc facility, unsecured Loans & Working capital etc
- Major handling of current accounts for working capital & assets requirement to generate monthly income for portfolio
- Providing investment advisory services to HNI clients of the bank
- Achieving monthly income target to be generated from the assigned preferred customer portfolio
- Focusing on 'profile-based' approach, for providing value added products / services such as Trade Forex, Payment Gateway Solutions, and Working Capital Assets & Insurance etc
- Maintain continuous customer engagement through daily customer visits / contacts, and proactively resolve customer issues / queries
Relationship Officer
Kotak Mahindra Bank Pvt Ltd
04.2015 - 09.2016
- Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance
- Speed and efficiency of service given
- Sales targets for banks and investment products
- Going beyond the professional need of the customer by providing other products
- Enhancement of customer value
- Back-up to relationship managers holding HNI relationship
- Customer acquisition through referrals
- Customer Retention
- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
- Cross sells existing bank products to customers
- Informs customers of new products or product enhancements to further expand the banking relationship
- Plans and conducts special sales initiatives and events for prospective and existing clients
Branch Relationship Manager
Reliance Life Insurance
12.2013 - 03.2015
- Cater to the needs requirements of walking prospective customers
- Market the assigned products and grow the business through existing new relationship
- To cross sell all products alongside the core product
- Timely Servicing of leads received through various channels
- Ensure Customer satisfaction through high level of service and develop locations to deliver the optimum throughput and identify business opportunities
- Proactively resolve customer queries/issues in order to achieve highest customer satisfaction
- Maintain a Query Tracker
- Conduct Marketing events and market conferences for the new customers
Associate Financial Service Manager
ICICI Prudential Life Insurance
12.2011 - 12.2013
- Need based analysis
- Generating sales Through Channel partner
- Handling various investment portfolios of clients and giving them the best possible solutions
- Managing Customer acquisition, retention, deepening existing client's relationship, giving investment advice and presentation and convincing skills
- Follow up on new leads and referrals resulting from field activity
- Proactively resolve customer queries/issues in order to achieve highest customer satisfaction
Education
Graduation (BMS) -
Mumbai University
01.2010
HSC -
Mumbai University
01.2007
Skills
- Impact investing
- Cash Flow Management
- Portfolio Management
- Team leadership
- Communication
- Interpersonal
- Problem resolution
- MS Office
- Process orientation
Extracurriculum
Attending Social activity sessions.
Additional Qualification
- AMFI Certified
- IRDA Certified
- MSCIT Certified
Personal Information
- Father's Name: Mr. Dejappa Sapaliga
- Mother's Name: Mrs. Lalitha Sapaliga
- Date of Birth: 06/12/90
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Languages
English, Hindi, Marathi, Tulu, Kannada
Disclaimer
I hereby declare that all the details furnished above are true to the best of my knowledge.
Timeline
Senior Wealth Manager
TATA Capital Wealth Management
12.2018 - Current
Preferred Relationship Manager
HDFC Bank Pvt Ltd
09.2016 - 11.2018
Relationship Officer
Kotak Mahindra Bank Pvt Ltd
04.2015 - 09.2016
Branch Relationship Manager
Reliance Life Insurance
12.2013 - 03.2015
Associate Financial Service Manager
ICICI Prudential Life Insurance
12.2011 - 12.2013
Graduation (BMS) -
Mumbai University
HSC -
Mumbai University
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