Vinith M Email and Phone Number

 As a relationship manager, provide exceptional customer service and maintain long-lasting relationships with clients, addressing client inquiries and concerns promptly and professionally. Resolve customer issues effectively and ensure their satisfaction. As a relationship manager, I actively source and acquire new high-net-worth individual (HNI) and corporate clients. Build and maintain strong relationships with existing clients, acting as their trusted financial advisor. I have… Show more  As a relationship manager, provide exceptional customer service and maintain long-lasting relationships with clients, addressing client inquiries and concerns promptly and professionally. Resolve customer issues effectively and ensure their satisfaction. As a relationship manager, I actively source and acquire new high-net-worth individual (HNI) and corporate clients. Build and maintain strong relationships with existing clients, acting as their trusted financial advisor. I have worked on financial needs assessment where I understand clients' unique goals and objectives. Offer tailored financial solutions and advice, including investment planning, wealth management, loans, and insurance products. Involved in portfolio management where I manage and oversee clients' investment portfolios, ensuring they align with their risk tolerance and financial goals. Provide regular portfolio reviews and updates. Worked on product sales and Cross-Selling by actively promoting and selling a range of banking products and services, including deposits, loans, credit cards, insurance, and investment products. Identify cross-selling opportunities to enhance client relationships and revenue generation. As a relationship manager, I have worked on daily lead generation with list of potential clients and resolve their financial needs through banking services. Show less

 As a relationship manager, provide exceptional customer service and maintain long-lasting relationships with clients, addressing client inquiries and concerns promptly and professionally. Resolve customer issues effectively and ensure their satisfaction. Efficiently managed the replenishment of ATM & CDM cash cassettes, ensuring optimal cash levels to minimize downtime and customer inconvenience. Conducted daily and monthly cash reconciliations to verify the accuracy of ATM & CDM… Show more  As a relationship manager, provide exceptional customer service and maintain long-lasting relationships with clients, addressing client inquiries and concerns promptly and professionally. Resolve customer issues effectively and ensure their satisfaction. Efficiently managed the replenishment of ATM & CDM cash cassettes, ensuring optimal cash levels to minimize downtime and customer inconvenience. Conducted daily and monthly cash reconciliations to verify the accuracy of ATM & CDM cash transactions and identify any discrepancies. As a relationship manager, I actively source and acquire new high-net-worth individual (HNI) and corporate clients. Build and maintain strong relationships with existing clients, acting as their trusted financial advisor. I have worked on financial needs assessment where I understand clients' unique goals and objectives. Offer tailored financial solutions and advice, including investment planning, wealth management, loans, and insurance products. Involved in portfolio management where I manage and oversee clients' investment portfolios, ensuring they align with their risk tolerance and financial goals. Provide regular portfolio reviews and updates. Worked on product sales and Cross-Selling by actively promoting and selling a range of banking products and services, including deposits, loans, credit cards, insurance, and investment products. Identify cross-selling opportunities to enhance client relationships and revenue generation. As a relationship manager, I have worked on daily lead generation with list of potential clients and resolve their financial needs through banking services. Show less

 As a marketing executive analyze data and insights to inform marketing strategies and identify opportunities for growth. Participate in team meetings, brainstorming sessions, and training programs to enhance marketing skills and knowledge.