Dilip K

Dilip K Email and Phone Number

Finance Professional | Expert in Banking, Stock Broking, and Insurance | Driving Financial Success and Security
Dilip K's Location
Bengaluru, Karnataka, India, India
About Dilip K

15+ Years of work experience in to Banking, Stock Broking, Insurance. Work experience with AXIS Bank, HDFC Bank, Aviva Life Insurance Co Ltd, IIFL Ltd, ICICI Prudenal Life Insurance Co Ltd. Internship Projects at KCCL, Bangalore Stock Exchange. MBA Specialised in Finance and Markeng, Bsc Physics, XIIth in Science Stream.

Dilip K's Current Company Details

Finance Professional | Expert in Banking, Stock Broking, and Insurance | Driving Financial Success and Security
Dilip K Work Experience Details
  • Csb Bank Limited
    Asst. Vice President & Branch Head
    Csb Bank Limited Aug 2022 - Feb 2024
    Retail Branch Banking Branch Manager with over a decade of experience in the financial sector. Manage the branch budget, control expenses, and optimize revenue streams, resulting in improved financial performance.Lead a Team, providing guidance, training, and motivation to achieve branch goals and deliver outstanding customer service.Ensure branch compliance with all banking regulations, internal policies, and risk management procedures, minimizing operational and financial risks.Spearhead marketing campaigns and community engagement initiatives, enhancing the bank's brand visibility and attracting new customers.Oversee day-to-day operations, including cash management, transaction processing, and security protocols.Resolve escalated customer issues and disputes, ensuring prompt and satisfactory resolutions.Generate comprehensive reports on branch performance, providing actionable insights to senior management for strategic decision-making.Stay updated on market trends, competitor activities, and customer preferences, contributing valuable insights to the bank's strategy.
  • Axis Bank
    Manager - Nri Relationship Manager
    Axis Bank Sep 2020 - Aug 2022
    Providing financial soluons to the NRI customers (Priority & Burgundy) maintaining high service standards. Maintaining a complete customer profile including the risk profile, demographics and assets in the bank. Maintaining relaonships with the exisng customers through mailers and phone calls and sharing insights on the fluctuaons in interest rates, exchange rates and various product offerings. Enriching relaonships and garner higher wallet share through customer engagement acvies. Deepening the exisng relaonships by cross selling the Bank’s products and services/ third party investment products. Reviewing the inflows and oulows in the mapped NRI accounts and also proacvely track NRI visits to India. Idenfying potenal customers who can be sold tailored products to enhance product penetraon. Acquiring new customers by converng referral leads generated through exisng clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches. Achieving targets as assigned by the organizaon on a monthly basis. Recording and tracking all engagement acvies through the CRM system. Complying with KYC/SEBI rules, regulaons, and legislaon governing the Bank.
  • Hdfc Bank
    Manager - Preferred Relationship Manager
    Hdfc Bank Apr 2016 - Nov 2018
    Bengaluru Area, India
    Managing the High Net Worth customers of the Bank. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relaonships. Profiling Customers and provide financial products to meet customer needs. Ensuring the highest levels of service to the High Net Worth customers. Providing financial planning & Investment Advise. Sales targets spread across Liabilies, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch. Acquision & Servicing of High Net Worth customers.
  • Aviva India
    Bancassurance - Premier Relationship Manager
    Aviva India May 2014 - Oct 2015
    Bengaluru Area, India
    Handling bank branches INDUSIND Bank and converng the leads provided from the branches. Maintaining good relaonship with bank staff. Meeng prospecve customers with sales team to sell insurance soluons. Providing pre and post sales support (e.g. claim selement) Ensuring quality of business and persistency (renewals of premium). Enabling channel sales team to use latest digital plaorms.
  • Iifl (India Infoline Group)
    Branch Manager - Retail Broking
    Iifl (India Infoline Group) Jul 2009 - Mar 2014
    Bengaluru Area, India
    Managing a team of Relaonship Managers execuves for various investments and broking instruments. (Equity, Commodity Currency etc.) Making the branch monthly sales plan and dividing it into the team members according to their strength and skill set. Managing the center profitability by constantly endeavoring to bring up producvity by doing sales and also ensuring reducon in costs in areas deemed desirable by the management. Managing the branch administraon as well as maintaining a good decorum. Connuous evaluaon of the RMs daily acvity. Managing a good relaonship among various departments for the beerment of the branch work culture. Educang the branch employees about various changes in the system and process. Meeng the monthly sales targets by using the available best resources. Building and maintaining a good relaonship with the clients and investors. Maintaining the compliance and rules in branch acvies. Movang the RMs and execuves on a regular basis. Showing the career progression path and guide subordinates towards its success. Seng goals and support the team members by leading the team from the front. Generate revenues through various products by using the right skill of the team members. Grab every opportunity of making revenue for branch profit. Giving right space to the team members to grow with the system and reducing arion rate.
  • Icici Prudential Life Insurance Company Limited
    Unit Manager & Agency Manager
    Icici Prudential Life Insurance Company Limited Jul 2006 - Feb 2009
    Bengaluru Area, India
    Support allocated advisors through training and joint sales calls. Idenfy and meet new customers, provide them need-based life insurance soluons. Idenfy, recruit and train advisors. Adhere to sales processes & expected documentaon, use sales technology as required. Support advisors in collecng renewal premiums. Ensure quality business through the right sales pracces, minimise business risk.

Dilip K Education Details

Frequently Asked Questions about Dilip K

What is Dilip K's role at the current company?

Dilip K's current role is Finance Professional | Expert in Banking, Stock Broking, and Insurance | Driving Financial Success and Security.

What schools did Dilip K attend?

Dilip K attended Maharaja Engineering College, Payyanur College, Payyanur, Kendriya Vidyalaya, Payyanur.

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