Kavitha Perpetual Email & Phone Number

Dubai, Ae

India

Client Services/ Business Manager• Developing solid product knowledge and basic client relationship management skills to meet the financial needs of customers• Building solid relationships with teammates, business partners, and specialists by fostering teamwork, partnership, and collaboration; interacting with clients to help identify client retention issues as well as potential new business opportunities across product lines• Executing business process control assessments and proactively identifying operational risk and workflow deficiencies, and developing controls enhancement solutions• creating and implementing complex banking solutions for new and existing HNI clients• Expanding revenue growth through the generation of loans, and deposits, cross-selling all applicable bank services to the existing customer base

Bangalore Urban, Karnataka, India

• Built and developed a sales team of financial consultants and conducted training programmes for them• Contributed to customer satisfaction by achieving ZERO unsolved customer complaints in over 3 years• Developed new accounts and managed the ongoing corporate accounts• Helped in building good customer relations • Managed diversified portfolios of High-Net-Worth clientsAdministered Back-office process and maintained personal records. Managed recruitment and payroll gather statistics on compensation for specific job openings, analyze results from employee satisfaction surveys, evaluate training results, and more.Travelled abroad to our off site partners when the need arose.

Dubai, United Arab Emirates

Wealth Management

Mumbai, Maharashtra, India

• Successfully achieved the annual sales target by developing business and creating new ways to market products for customers • Built and developed a sales team of 25 Financial Consultants and conducted training programmes for them• Increased sales by 25% in 2019• Contributed to customer satisfaction by achieving ZERO unsolved customer complaints in over 3 years• Developed new accounts and managed the ongoing corporate accounts• Helped in building good customer relations • Managed diversified portfolios of High-Net-Worth clients • Delivered personalised services, cultivated strong business relationships, and made real-time decisions • Dealt with products-Loans (Car/Home/Personal/Insurance (Investment/Life)/Real Estate)• Administered Back-office process and maintained personal records