Srikanth P Email & Phone Number

Hyderabad, Telangana, India

• Relationship Management:
• Build and maintain strong relationships with high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), understanding their financial goals and objectives to offer tailored wealth management.
• Provide customized financial advice aligned with clients' needs and risk tolerance, offering solutions such as Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Structured product, mutual funds.
• Conduct regular portfolio reviews to ensure alignment with clients' financial objectives, adjusting strategies as necessary.Client Education:
• Educate clients on the features, benefits, and risks of various wealth management products to help them make informed decisions.Investment Strategy:
• Recommend appropriate investment strategies based on clients' preferences and risk profiles.Business Development:

Hyderabad, Telangana, India

• Smooth Operation of Projects:
• Oversee projects, addressing industrial relations (IR) issues promptly and ensuring strict safety protocols to achieve zero accidents.Liaison with Government and Local Bodies:
• Establish and maintain effective relationships with media regulatory authorities, industry bodies, and government authorities at all levels.
• Handle compliance activities, including attending and closing inspections and notices.Registration/Renewal/Closure:
• Manage the process of establishment certificate registration, renewal, and closure, ensuring timely preparation and submission of required notices and returns.Recruitment Support:
• Assist in the recruitment process, ensuring alignment with project timelines and organizational needs.Statistics and Budgeting:

Hyderabad, Telangana, India

• Executed profitable and productive business relationships and constructed an extensive client base with peculiarity of accomplishing multi-fold revenue increase
• Developed annual sales plan, forecasts for each product and territory (based on historical data, market trends, competitive activity, promotional strategy and sales effort), realistic costs of operating the sales force.
• Administered operations of 8 depots with capacity of delivering 50000 units in 2 hours
• Safeguarded cost-effective logistic operations and seamless materials movement to ascertain sufficient inventory levels at each sales outlet/ distribution channel
• Designed, evaluated and executed Below The Line (BTL) activities in innovative manner
• Made monthly business forecasts and Stock Keeping Unit (SKU) level inventory planning for imports

Hyderabad, Telangana, India

• Spearheaded relationships with existing Priority Banking Customers and also acquired New to Bank (NTB) customers after analyzing their potential
• Implemented cross-selling of various products like Family Account, Fixed Deposit, Kids Account, Foreign Exchange Services and Insurance to various customers
• Sold third party products like Mutual Funds, Insurance and RBI bonds to customers
• Ensured quality customer service by resolving customer queries within the stipulated TAT
• Conducted various marketing activities like direct-mailer, flyer distribution, tele-calling and so on

Hyderabad, Telangana, India

• Spearheaded relationships with existing Priority Banking Customers and also acquired New to Bank (NTB) customers after analyzing their potential
• Implemented cross-selling of various products like Family Account, Fixed Deposit, Kids Account, Foreign Exchange Services and Insurance to various customers
• Sold third party products like Mutual Funds, Insurance and RBI bonds to customers
• Ensured quality customer service by resolving customer queries within the stipulated TAT
• Conducted various marketing activities like direct-mailer, flyer distribution, tele-calling and so on

Hyderabad, Telangana, India

• Achieving both sale and collection targets for my territory in the commercial vehiclesdivision
• Serving depositors by resolving their queries and issues and serving them well tillthey are satisfied.
• Cross-selling general insurance products like motor and non-motor insurance.
• Collating MIS reports pertaining to sales, collections and portfolio behaviour.
• Evaluating, processing and disbursing a customer loan by doing field inspection,3 rd party verification, asset valuation and hypothecation.
• Responsible for taking the file through various processes from the time of loggingin to the time of disbursement (on the system as well).

Master Of Business Administration (Mba), Marketing/Human Resource, 5.9 Cgpa

Bachelor Of Arts (B.A.) M.E.S, Mathematics,Economics,Statistics