Pramodh Kumar Email & Phone Number

Khammam Area, India

• Analyzing existing portfolio of wealth customers of branch and suggesting a new portfolio for the same.• Serving wealth customers and providing end to end solutions to mapped clients across all products and services.• Handling their individual portfolio also to keep a track of their accounts and funds and their movements.• Cross selling investment banking products like mutual funds (debt, equity), structure bonds, India reit funds.• Boosting branch revenue by selling from ING life insurance products.• Sourcing of NTB(New To Bank) accounts of high net worth individuals.• Conducting training session, meetings on new product at branch/area level.

New Delhi Area, India

• Serving privilege customers, providing end to end solutions to set of mapped customers across all products and services.• Handling their individual portfolio also to keep a track of their accounts and funds and their movements. • Cross- sells mortgages, credit cards, Investments, Life insurance, Gold, General insurance & SIP.• Handling customer enquiries & instructions, whilst ensuring that the Bank’s delivery standards in achieving total customer satisfaction.• Preparation of various monthly reports.