Suryakiran Akkapally
Hyderabad
Summary
Highly skilled in managing premier relationships with a focus on maintaining strong, long-term connections with high-net-worth clientele. Demonstrated competence in finance, investment strategies and banking operations combined with exceptional interpersonal skills to provide superior service. Consistently successful in improving client satisfaction and loyalty through strategic relationship management and personalized financial advice. In previous roles, significantly enhanced operational efficiency and customer relationship quality.
Overview
1
1
year of professional experience
Work History
Premier Relationship Manager
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
Hyderabad
09.2022 - 02.2024
- Developed and maintained relationships with high-net-worth clients to identify their financial needs and objectives.
- Provided tailored advice on investments, estate planning, insurance, and banking services.
- Conducted detailed financial analysis of client portfolios and recommended strategies for portfolio diversification.
- Managed client communication through regular meetings and phone calls.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
Education
MBA - Sales And Marketing Education
ICFAI BUSINESS SCHOOL, HYDERABAD
HYDERABAD07-2020
BBA - Sales And Marketing Education
ICFAI BUSINESS SCHOOL, HYDERABAD
HYDERABAD08-2017
X -
DHRUV GLOBAL SCHOOL
01.2015
XII -
DHRUV GLOBAL SCHOOL
Skills
- Value Selling
- Portfolio Growth
- Wealth management portfolios
- Client acquisition
- Issue Resolution
- New Business Development
- Sales and marketing
- Time Management
Personal Information
- Date of Birth: 07/25/99
- Gender: MALE
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Telugu
Elementary (A2)
A2
Marathi
Intermediate (B1)
B1
Timeline
Premier Relationship Manager
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
09.2022 - 02.2024
MBA - Sales And Marketing Education
ICFAI BUSINESS SCHOOL, HYDERABAD
BBA - Sales And Marketing Education
ICFAI BUSINESS SCHOOL, HYDERABAD
X -
DHRUV GLOBAL SCHOOL
XII -
DHRUV GLOBAL SCHOOL
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