UMASANKARI V

To enhance the performance of the company for better output through a disciplined, organized and progressive way with my sincerity, creativity, hard work and utmost endeavors in the task entrusted to me.

• Networking/Software installations.
• Certifications from Various Inter/Intra School and College Competitions.
• NSS member of college.

• Handling HNI Customers and sell financial products based upon their needs and responsibilities.
• Under Portfolio management, maintaining and managing client portfolio and recommending appropriate strategies and steps required for a flawless fund growth, as provided by firm.
• Identify clients’ investment & risk appetite, advice appropriate investment plans and financial planning and introduce cross selling business methodologies.
• Build and maintain relationships with existing and new clients, fulfill their service needs and expectations with the potential of generating large businesses.
• Monitor and modify client portfolios in line with the financial and economic patterns of the global market and changing clients’ revenues, their investment patterns through superior service delivery with an attention in achieving stipulated business goal.
• Acquire retail and corporate clients with a special focus of travel, entertainment and payment solutions; Source business leads through travel agent channels.
• Research and gather client information through primary and secondary sources.
• Identify the potential buyers, exclusively the HNI client groups and conduct client need analysis.
• Achieve sales objectives by selling bank’s premium products to the target clients.
• Recruiting Partners and agents.
• Training and developing agents on commission basis.
• Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels.
• Conduct weekly performance review (PRP) with agents & update Sales.

• Qualified for Insurance and Mutual Fund contest by achieving the targeted business.
• Ranked Top 5 RM in Investment Product With Consistent Performance.
• Acquire more HNI Savings Account and Axis Direct account for Online Trading.
• For the Financial year 2015 to 2016 stands as No.1 RM in South Region by doing LI.
• For the FY 2015-2016 Qualified for Many National Trip and Awarded from RBH.
• Highlighted as Most wanted Vintage Relationship Manager of ICICI Bank for the FY2015-2016.

• Father's Name: Vaiyapuri.G
• Date of Birth: 11/14/86
• Nationality: Indian
• Marital Status: Married