Ranjith Ravi Email & Phone Number

Kochi, Kerala, India

Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connectionsIdentify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experienceCollaborate with experienced product specialists in offering professional advice to meet the customers’ investment goals and needsGrow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

Kochi, Kerala, India

Managing Non Resident individuals and their family accounts.Execute wealth management strategies based on unique goals and objectives. Helping clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Malappuram, Kerala, India

Provide financial solutions to the NRI customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank.Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.Enrich relationships and garner higher wallet share through customer engagement activities.Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.

Thrissur, Kerala, India

Deepen, Enhance and manage the NR Preferred CustomersCross sell of Bank products like Insurance, Mutual Funds, Investment Services account.Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targetsAssist and train the Branches on NR Product and ProcessesHandling all service requests for NR HNW customers Implementation of the Sales ProcessManaging / Servicing existing client relationships and bring in new relationships through referrals/ active solicitation.

Thrissur, Kerala, India

Generate new customer leads through various channelsProactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate businessAchieving the monthly sales targets, assigned to him/her, for various products and servicesCross sell assets and fee productsFollow the various internal guidelines and procedures of the bankEnsure customer satisfaction through regular engagementResolve customer queries/issues and facilitate customer serviceMaintain periodic status reports, including daily activity report and calls/follow-ups made

Bachelor Of Applied Science - Basc, Electronics And Communications

Postgraduate Degree, Banking Sales And Marketing