Jitheesh Kumar Email & Phone Number

Pathanmthitta

Fincaps is an AMFI registered Mutual Fund Distributor at Pathanamthitta, Kerala.Building a professional network of high-net-worth individual. Prospecting and converting high-net-worth investors into clients. Servicing current relationships with high net worth clients. Advising clients on financial products and services. Developing knowledge and familiarity with the wealth management processes specific to Third Party investment products. Managing clients’ Mutual fund portfolio, Insurances, advising for Tax planning and Retirement planning.

Pathanamthitta, Kerala, India

Lead a result oriented sales, collection and recovery team. Responsible for Branch Profitability. Own all branch objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross selling. Key Customer Relationship Management & supervision of all High Net Worth customers. Source and achieve targeted Vehicle loan business & term deposit. Lead generation via conducting multiple business development activities and marketing. Responsible for Collection, NPA & recovery.

Kottayam Area, India

Manage portfolio of High Net Worth customer groups and work on cross-sell opportunities.Work on acquire new accounts (New to bank - CASA), High Net Worth (HNI) Accounts, Term Deposits, RD, Life Insurance, General Insurance, Mutual Funds and all asset products (Auto Loans, Business Loans, Personal Loans, Home Loans & Credit Cards).Work with sales team vertical of different products, develop business plan to cover sales and revenue. Check group product holding through CRM and utilize maximum cross sell opportunities. Implement effective customer relationship management strategies to impart after-sale services, to key clients in order to achieve customer loyalty as well referral business.

Sharjah, United Arab Emirates

Deputed for 3 years from Dhanlaxmi Bank, Thrissur, India to Al Ahalia Exchange, Sharjah, UAE for Business Development. Job Profile: Acquire New Accounts (NTB - CASA), High Networth (HNI) accounts, Term Deposits, Investment Advisory, Cross Sell Insurance and Third party products- (Mutual funds, Trading accounts, Gold) Support for Remittances from UAE, Increase revenue value.Wealth management- Manage Investment Portfolio. Achieve targeted monthly sales of liability products & Retain Existing customers by servicing and solving complaintsRemittance support, opening new accounts (CASA),Deposits, Insurance and Third party products.Retain existing customers by servicing; solving complaints and increase revenue value by selling NRI deposit Products, Saving accounts, Insurance, Trading accounts and Mutual funds (Cross sell)Wealth management- Ensuring maximum service and proper guidance to High net worth customers and depositors for mutual benefit.Ensuring optimum customer satisfaction and achieve targeted monthly sales of liability products.Handling Banking operations such as Clearing, Customer Service, Customer Transactions and other Branch Banking activities as well as Business development.

Sharjah, United Arab Emirates

Ensuring accomplishment of targeted monthly sales from listed organizations for credit cards, new accounts, salary transfer, company listing (Liabilities); identifying the potential customers and new entrants.Keep good rapport with HR department of listed companies; building relationship with HNI and Corporate customers.

Ernakulam, Kerala, India

Dealer Management for Vikram Brand Three Wheeler.

Ptahanmthitta, Kerala

Managed own Franchisee of ICICI Bank with a team of eight sales staff.Looking after 3 districts in Kerala for vehicle loans (new & used cars).Extensive rapport with automobile dealerships, out door sales & counter sales persons for obtaining new business leads.

Master Of Business Administration (Mba), Financial Management

MBA - Financial Management

Bachelor Of Commerce (B.Com.), Commerce

Bachelor Degree in Commerce

Diploma In Mechanical Engineering, Mechanical Engineering

Diploma in Mechanical Engineering

Secondary School, General

Master Of Business Administration - Mba, Financial Management