Private Banker

• Handling over 250 HNI client’s worth $1million to $10 million.• Gain understanding of the financial needs of the client (client profiling) and recommend the most optimal investment options from a suite of investment, insurance and Bonds• Advise the customers to enrich the relationship by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.• Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided.• Acquire new customers who meet product criteria through cross-referencing.

• Handling over 50 HNI client’s worth $1million to $10 million.• Also handling commercial banking accounts worth $10 million to $25 million in the SME space.• Gain understanding of the financial needs of the client (client profiling) and recommend the most optimal investment options from a suite of investment, insurance and commercial banking products.• Advise the customers to enrich the relationship by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.• Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided.• Acquire new customers who meet product criteria through cross-referencing.

• Handling over 150 HNI clients worth INR 10 million to 25 million.• Also handling commercial banking accounts worth INR 20 million to INR 1 billion in the SME space.• Gain understanding of the financial needs of the client (client profiling) and recommend the most optimal investment options from a suite of investment, insurance and commercial banking products.• Advise the customers to enrich the relationship by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.• Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided.• Acquire new customers who meet product criteria through cross-referencing.

• Heading South Kerala for Business Partnerships handling multiple partners.• Involved in Team building and effective team management• Handling a Team of 7 Sales Managers and an FOS strength of 32 FPC’s• Handling HNI calls• Conducting regular product training & motivational sessions for the team and channel partners.• Meeting sales targets, conducting sales lead generation activities, road shows etc.• Reviewing, Conducting team meetings• Channel ManagementNotable Highlights:• Have been rated as the Best TM consecutively for 2 years Pan-India in Corporate agency and Bancassurance vertical.• Have developed the region from a 40-lakh deliverable to a 2-crore channel.• Have bought in multiple small-time brokers to enhance the business to the next level.

Key Responsibilities:• Heading Central Kerala for Business Partnerships• Involved in Team building and effective team management• Handled Team of 6 Fpc’s• Conducting regular product training & motivational sessions for the team and channel partners.• Meeting sales targets, conducting sales lead generation activities, road shows etc.• Reviewing, Conducting team meetings• Channel ManagementNotable Highlights:• Was the best performing Sales manager Pan-India in 2007• Took the region from 15 lakh channel to a 50 lakh PM deliverable channel.• Have made cochin region the best region Pan-India

Key Responsibilities:• Handling Cochin branches for Business Partnerships• Conducting regular product training & motivational sessions for the team and channel partners.• Meeting sales targets, conducting sales lead generation activities, road shows etc.Notable Highlights:• Best FPC Pan-India for the Year 2006• Garnered the highest premium by an FPC in a particular year for MetLife in Corporate agency and broking channel.