Saravanan R Email & Phone Number

Chennai, Tn, In

Bengaluru, Karnataka, India

Chennai, Tamil Nadu, India

 Identifying and networking with prospective key stakeholders; generating business from the existing accounts and achieving profitability and increasing sales growth in Mutual Funds Collecting information on competition industry and generating reports for the top management to help them in strategy planning Developing sales contact plan and attending industry events to build relationships with key prospects Building & maintaining strong relationships with key High Net- Worth Individual accounts; monitoring & ensuring overall health of the portfolio Sourcing the highest quality of business by ensuring highest quality of customers and identifying & mitigating risks Holding meetings with corporate for better understanding of their business needs Facilitating revenue growth by mobilizing fresh business, while complying to regulatory requirements

Aduthurai, Thiruvidaimaruthur, Tamil Nadu, India

 Managed all transaction processes and delivery of services; provided services to existing customers and managed all aspects of customer relationships Rendered Wealth Management, Investment & Insurance Services (Life, General Insurance, Mutual Funds and Trading Accounts); interacted with key decision makers in various organizations for generation of new / additional business Generated referrals from the internal database; acquired clients through interactive conversations with walk-in customers Discussed financial requirements and rendered sustained advisory services to personal and business clients Successfully assisted as a custodian for ATM cards & PINs & cheque books; issued welcome kits to new customers Assisted day-to-day activities in co-ordination with the internal / external departments for smooth operations as per Know Your Customer (KYC) norms

Chennai Area, India

 Chalked out methods to determine the best methods & promoted products; developed and updated knowledge of own products and the products of their competitors Performed research on products, markets and competitors; submitted detailed reports of analysis to the senior management Ensured dispatches of collaterals to the branches to assist in market functions of the company

Master Of Business Administration - Mba, Accounting And Finance, 7.60

Bachelor Of Engineering, Civil Engineering