Balaji Srinivasan

Priority & NRI Relationship Manager who has excelled his skills in product knowledge and customer service which helped in achieving 100% of the given target every YOY

* Portfolio management for 350 + NRI Priority & Wealth Customers
* Providing full range of wealth management Products, developing long term relationship and focused more on TD growth and account retention
* Increased the AUM to 350% in 3years with the main focus on TD and CASA balance.
* Maximizing every sales opportunities by cross selling revenue based products and achieving revenue target 200% every YOY
* Serving as the year-around point of contact and strategic consultant for client in their investments
* Generated businesses via new client acquisition and referrals from different sales channal
* Building a strong rapport internally and externally which helps to resolve the client queries on TAT which improves the client relationship with the bank

KPI

* Handling team in the absence of the Manager by sending the MIS and all the Queries raised by different teams internally
*Achieving Self target and Team Target on Monthly Basis agreed with the Management by giving regular training and grooming team members
*Multi Product Sales of Credit Cards, Personal Loan, Auto Loan & Other Banking Product
* Full awareness on product, policy knowledge & implementing them at all times
* General awareness on Bank’s other policies
* To fully comply with Policy Guidelines and Code of Conduct at all times

Achievement :
* Top Performer in UAE - Campaign ( Jan 17-Mar 17 )
* Top Performer in UAE - Campaign ( Mar 17 - Jun 17 )
* Top Perfomer in UAE - Personal Loan


*** Selected by the bank for Train the Trainer Certificate course and was part of Training Team in grooming new recruits for selling liability products

Responsible for statutory & internal compliance, audits, operational effectiveness, service delivery, staff productivity, customer service and overall accountability for business growth & development.

KPI's:
- Consistently Exceeding expectations on Sales number and Revenue for the region every YOY
- Maintained High Standards for customer service.
- Create and maintain synergy in operations & marketing Verticals.
-Leading a team of 20Member ( 16 sales & 4 Advisors) and accountable for region sales and revenue target.
-Was selected by Head Office in taking care of Recruiting, Training and Setting up strong & Efficient team for E-Business in Coimbatore Region
-Responsible for regional profitability and employee productivity by grooming and mentoring team members in enhancing client satisfaction and business generation through quality service delivery
-Responsible for accomplishment of business target, Digital Transformation and Automation of sales processes, building efficiency by using data & analytics.


** Recognized and applauded for recruiting, training and grooming young aspiring people