parvathy sunilkumar

Responsible for acquiring and managing preferred HNI and UHNI
clients, ensuring high‑value relationship development and long‑term
engagement.
Continuously engage clients and prospects through proactive
platform training and timely insights on market trends to strengthen
relationships and maximize portfolio value.
Drive business acquisition through referrals, networking initiatives,
and strategic channel partnerships.
Adhere strictly to the companys Ethics and Code of Conduct
policies, maintaining the highest standards of professionalism and
compliance.
Enhance market knowledge through ongoing self‑learning and
participation in company‑provided training programs.

Focused on achieving RTFX income targets across a comprehensive
suite of Trade & Forex products, including Imports/Exports, Bank
Guarantees, Letters of Credit, Buyers Credit, FDI/ODI/ECB
transactions, A2 remittances, currency sale/purchase, Forex Cards,
FCY demand drafts, and inward/outward remittances.
Ensured all mapped branches consistently met their RTFX income
goals while driving activation and utilization of managed portfolios
on RTFX products.
Conducted joint client visits and calls with branch teams to pitch
Trade & Forex solutions to prospective customers, strengthening
acquisition and conversion.
Performed enhanced due diligence on referred customers to assess
suitability from FEMA and TBML compliance perspectives.
Delivered seamless, timely, and accurate execution of customer
requirements, ensuring high satisfaction and repeat business.
Identified early warning signals and potential changes in customer
business profiles that could indicate FEMA violations or
TBML‑related concerns, escalating appropriately.

Managed premium and Burgundy client portfolios, addressing
queries and delivering effective, timely solutions.
Oversaw branch operations, including account onboarding, service
delivery, and compliance processes.
Managed and deepened relationships with existing NRI clients by
increasing liabilities and enhancing CASA balances.
Provided tailored financial solutions aligned with NRI customer
needs, ensuring high‑quality, value‑added service.
Strengthened customer engagement through strategic cross‑selling
of investment and protection products, including Life Insurance,
PMS, General Insurance, Mutual Funds, and alternative investment
offerings.
Built long‑term trust with clients by delivering consistent service
excellence and proactive financial guidance.

Processed and followed up on bank referral transactions to ensure
timely completion and accuracy.
Covered and confirmed bank rates for customers, maintaining
transparency and service efficiency.
Verified and approved KYC documentation in compliance with
regulatory and internal standards.
Handled customer complaints with professionalism, ensuring quick
resolution and improved satisfaction.
Performed bank reconciliation activities to maintain accurate
financial records and operational integrity.
Promoted referral business through proactive branch visits and calls,
strengthening lead generation and conversions.