Thota Eswar
Wealth Relationship Manager
Tirupati,AP
Summary
Experienced in managing high-net-worth client relationships and implementing customized wealth management strategies. Leveraging deep knowledge of financial planning and investment advisory to drive client satisfaction and loyalty. Proven track record of delivering consistent results. Excels in effective communication, analytical skills, and a client-focused approach and Operations
Overview
5
5
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Wealth Relationship Manager
Au Small Finance Bank
01.2024 - Current
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Maximized client retention rates by consistently delivering superior customer service experiences across all touchpoints.
- Continually sought opportunities for professional growth and development, staying abreast of industry advancements to maintain expert-level knowledge in the field of wealth management.
- Streamlined communication channels by implementing efficient CRM systems for improved client interactions.
Business Development Manager
Avghni Renewable Energy System PVT LTD
07.2023 - 12.2024
- Team management and drive business with Sales Team
- Lead Generation and Sales Management (B2B, B2C)
- Identifying market opportunities through meetings, networking, and other channels
- Build the Relationship with Builders and Contractors
- Customer Relationship Management and Branch Visits
- Creating development plans and forecasting sales targets and projections
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Collaborated closely with marketing teams to develop targeted campaigns that generated high-quality leads for the sales pipeline.
Regional Business Development Officer
Muthoot Finance LTD
10.2022 - 06.2023
- Team management and drive business with Sales Team
- Lead Generation and Sales Management (B2B, B2C)
- Business development trainings and Plannings
- Identifying market opportunities through meetings, networking, and other channels
- Customer Relationship Management and Branch Visits
- Creating development plans and forecasting sales targets and projections
- Negotiated contracts with vendors and clients, ensuring favorable terms for the company''s success.
Regional Junior Executive
Muthoot Finance LTD
10.2019 - 10.2022
- Funds management and organize, execute, and assist with team meetings and activities and Branches Operations
- Build relationships with Executive Assistants throughout the team and across the company as well as with Finance, HR, and Legal partners for the organization
- Expense entries in Books of Accounts and Loans Approvals and Recommendation
- Customer Complaints and Floating MIS regarding Business Parameters
- Business Follow-up (Gold loan, Personal loan, OTC products)
- Retainer Tax and Professional Tax & Security guard wages
- Conducting Trainings and Meetings, Mail chat
- Generated comprehensive reports highlighting key business insights for presentation to executive leadership teams.
- Coordinated internal training programs tailored towards enhancing employee skill sets relevant to their respective roles within the organization.
Education
M.B.A -
Siddhartha College
01.2017 - 01.2019
B. Com - undefined
Srinivasa Degree College
01.2012 - 01.2015
Skills
Optimistic Mindset
Innovative Thinking
Punctuality
Adaptability
Management skills
Conversing skills
Team management
MS Office
Business Development
System Software
Hardware
Books of Accounts
Problem Solving
Time management
Marketing
Customer Management
Performance Management
Disclaimer
I hereby declare that the above furnished information is true to the best of my knowledge and belief.
Personal Information
- Name : Thota Eswar
- Marital Status: Single
- Father Name : Thota Paresu
- Address : 5-6, Thotavaripalli, Rangasamudram,PTM,Chittoor AP-517370
Timeline
Wealth Relationship Manager
Au Small Finance Bank
01.2024 - Current
Business Development Manager
Avghni Renewable Energy System PVT LTD
07.2023 - 12.2024
Regional Business Development Officer
Muthoot Finance LTD
10.2022 - 06.2023
Regional Junior Executive
Muthoot Finance LTD
10.2019 - 10.2022
M.B.A -
Siddhartha College
01.2017 - 01.2019
B. Com - undefined
Srinivasa Degree College
01.2012 - 01.2015