USHASREE S
Manager
Mangalore
Summary
Dynamic banking professional with extensive experience in client relationship management, sales, and regulatory compliance. Proven track record of managing high-value portfolios, enhancing customer satisfaction, and increasing operational efficiency. Strong understanding of KYC/AML processes, regulatory requirements, and risk management.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Manager
Axis Bank Ltd.
08.2023 - 06.2024
- Serving as Relationship/Wealth Manager for abroad base of HNI client
- Advising clients on arrange of investment opportunities for their financial growth as per their lifestyle, risk profiling, financial planning, and other specific requirements
- Offering specialized services concerned with asset allocation and budget control
- Ensuring end-to-end management of investments of HNIs.
- Responsible for acquisition of new clients in Wealth Management segment through various channels.
- Profitably marketing and selling financial products like Mutual Funds, Life Insurance, Working Capital Finance, etc.
- Qualitative experience in managing various banking operations, KYC Remediation, AML, End-to-End KYC process, On-Boarding, Transaction Monitoring, Client Services, and team management activities.
- Led team , providing training on relationship building compliance procedures, and product knowledge.
Sales Manager
Deutsche Bank Group
01.2022 - 07.2023
- Managed key accounts with strategic planning and relationship building.
- Ensured compliance with KYC/AML regulations during client onboarding and periodic reviews.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
- Increased sales revenue by 10% through effective sales strategies and proactive management.
- Managed over 50 calls per day.
Assistant Manager
HDFC Bank LTD
05.2018 - 12.2021
- Improved customer satisfaction by addressing and resolving CRM complaints promptly.
- Conducted daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Ensured compliance with internal controls and regulatory standards, including KYC/AML procedures.
- Conducted regular review of Transaction Monitoring Alerts.
- Responsible for the acquisition of new clients in the Wealth Management segment through various channels.
Acquisition Manager
IndusInd Bank
Bangalore
08.2017 - 04.2018
- Achieved successful acquisitions through thorough market research and identifying key targets.
- Assessed cultural fit and promoted seamless integration post-acquisition.
- Built strong relationships with potential acquisition targets, fostering trust and open communication
Education
Bachelor of Science - Mathematics
Pt. Ravishankar Shukla University
Chhattisgarh 07.2010 - 03.2013
Skills
-KYC/AML Compliance
- Risk Assessment
- Financial Acumen
- Regulatory Knowledge
- Portfolio Management
- CRM Proficiency
- Performance Tracking
- Strong Communication Skills
Timeline
Manager
Axis Bank Ltd.
08.2023 - 06.2024
Sales Manager
Deutsche Bank Group
01.2022 - 07.2023
Assistant Manager
HDFC Bank LTD
05.2018 - 12.2021
Acquisition Manager
IndusInd Bank
08.2017 - 04.2018
Bachelor of Science - Mathematics
Pt. Ravishankar Shukla University
07.2010 - 03.2013
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