rakesh radhakrishnan

The Karvy Private Wealth Business Segment focuses on providing wealth management advisory sources to the High Net worth Individuals. The services include Wealth Review & Investment Strategy, Comprehensive Financial Planning, Goal Driven Investing, Risk Management, Property Purchase and Financing, Retiree Services, to help invest in various Domestic and International Products such as Structured Products, Private Equity, Portfolio Management Services, Equities, Debt Instruments, Commodities, Mutual Funds, Insurance, and Real Estate.

 Direct Sales and Marketing of RAK BANK wealth management products to Retail Customers (Individual and Corporates) - Direct client acquisition.
 Manage the account of existing Priority Banking clients.
 Ensure that all performance standards and business targets are met.
 Achieve quota of various other wealth management products.
 Identify key customers, generate business from the existing clients and thereby contribute towards profitability.
 Maintaining a good professional relationship with HNI clients.

 Increasing the sales of HOME Loan Insurance Product of ICICI Bank.
 Experience in handling the Insurance section of 4 Home Loan DSA’s and DST in Bangalore.
 Delivering business presentations to clients on daily basis
 Direct sales of ICICI Prudential Life Insurance products to Home Loan Customers.
 Market development and Lead generation activities through various business promotion activities
 Relationship Management with Home Loan Team and DSA Managers - sales oriented