SURENDRA SUMAN
Senior Relationship Manager (Wealth)
Greater Noida West
Summary
MBA with Over 13 Years of Experience in Wealth Management/Private Banking/Retail Banking
Overview
16
16
years of professional experience
2
2
Languages
Work History
Branch Manager
Aakash Educational Services Pvt. Ltd
- Supervising a team of 12 members
- Managing Branch administration, Responsible for admission nos targets, Strategic Planning, Business Development, Brand promotion and marketing.
Privilege Banking Team Leader
ICICI Bank
04.2014
- Leading a team of 6 Privilege Bankers
- Responsible for Fee income through third party products
- Relationship of 2500 Clients (TRV 65 Crore) were managed by my team
- Leading the team for new client acquisition, increase in existing relationship value in terms of CASA
- Responsible for delightful customer service experience of privilege banking segment
- Maximizing fee revenue income through third party product sales from all channels.
Privilege Banker
ICICI Bank Ltd.
05.2010
- Managing a set of 450 mass affluent client with a total deposit balance of 9.6 Crores
- Responsible for handling all service requests from the managed account customers and resolving their issues within TAT
- Maximizing fee revenue income through third party product sales from all channels.
Assistant Vice President
SBI Wealth
- Current
- Managing a set of 600 plus mass affluent HNI client with a total Mutual Fund AUM 107 Cr
- Handling Wealth portion updates and educating clients for same
- Responsible for handling all service requests from the managed account customers and resolving their issues within TAT
- Maximizing fee revenue income through third party product sales from all channels.
Branch Manager
ICICI Bank
- 05.2017
- Supervising a team of 8 members
- Manage Sales of bank products, new businesses operations, customer service and teller activities at banking centre and work with regulatory compliance, internal policies and procedure.
Branch Wealth Manager
ICICI Bank Ltd.
11.2008 - 05.2010
- Worked as a Branch Wealth Manager in Private Banking and Wealth Management Group, for managing sales and business development in Chamrajpet, NR Road, HRBR and Avenue Road Branches
- Looked after fee revenue income through third party product sales from all channels
- Was managing more than 700 High Net Worth relationship mapped to the branches mentioned above
- Was driving a team of four Wealth-Customer Service Officer of these branches for optimizing revenue and handling customer requests.
Probationary Officer
ICICI Bank Ltd.
01.2008 - 11.2008
- Was in Extensive training during this period
- Learned various core and allied banking services and product
- Got trained in Banking operations and CRM
- Three Months Extensive training in Private Banking and Wealth Management at ICICI Manipal Academy of Banking, Bangalore Campus.
Education
MBA in Banking and Finance -
Manipal University
Post Graduate Diploma in Banking (PGDB) - undefined
Manipal University
B.Sc Biotechnology (Hons.) - undefined
GGD University, Bilaspur
Class XII (PCB) - undefined
Class X - undefined
Skills
Proficient in MS-Office, WINDOWS and Internet
- Portfolio diversification
- Insurance Planning
- Investment strategy
- Client Interfacing
- Analyzing investment opportunities
- Market understanding
- Problem-solving skills
- Creative Thinking
- Verbal and written communication
- Self-motivated nature
Professional Enhancements
- CRISIL Certified Wealth Manager
- AMFI- NISM (Advisor Module), Certified.
- 6 Months training at ICICI Manipal Academy of Banking and Insurance, Hyderabad.
- 3 Months Competency building training in Private Banking & Wealth Management at ICICI Manipal Academy, Bangalore.
- Attended training programme on “Leadership Development” at T.A.Pai Management Institute (TAPMI), Manipal, Karnataka.
Professional Abridgement
Well qualified and results-oriented Banking professional with over 10 years of successful experience in positions of increasing responsibility and duties. Top performer with track record of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating customers on bank products and recommending best options that meet their short-terms and long-terms needs. A Competent professional with widespread over 13 years of experience in Wealth Management / Branch Management and administration/ Banking Operations and Services, Strategic Planning, Business Development Privilege Banking , NRI Banking, and Business Development. A proactive leader and planner expertise in strategic planning with skills in cross selling. An effective communicator with excellent relationship management skills and strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.
Personal Information
- Current CTC: 14 Lac Per Annum
- Date of Birth: 03/19/86
- Marital Status: Married
Timeline
Privilege Banking Team Leader
ICICI Bank
04.2014
Privilege Banker
ICICI Bank Ltd.
05.2010
Branch Wealth Manager
ICICI Bank Ltd.
11.2008 - 05.2010
Probationary Officer
ICICI Bank Ltd.
01.2008 - 11.2008
Branch Manager
Aakash Educational Services Pvt. Ltd
Assistant Vice President
SBI Wealth
- Current
Branch Manager
ICICI Bank
- 05.2017
MBA in Banking and Finance -
Manipal University
Post Graduate Diploma in Banking (PGDB) - undefined
Manipal University
B.Sc Biotechnology (Hons.) - undefined
GGD University, Bilaspur
Class XII (PCB) - undefined
Class X - undefined
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