G.S.R.S. SHARMA
E-mail:
Mobile: +91- 9347451815
Relationship Manager having 15+ years extensive experience in financial markets including Client relationship, Marketing & Sales, Branch Banking, Portfolio Management, NRI Business, and Customer Service; currently associated with YES Bank Ltd, Visakhapatnam.
Career Objective:
To pursue a challenging assignment in the field of Banking and Financial Services Industry, to be part of a winning team and contribute my best by leveraging on the skills acquired, there by adding value to the organization.
Summary of Profile:
Ø Interfacing with NR HNI clients and customizing the portfolio as per their needs and requirements.
Ø Good communicator with strong skills in relationship management, training and team building to accomplish the desired results.
Ø Ability to identify the resources & market potential for business development
Ø Hands on experience in handling a team
Ø Coordinating with the assigned branches for business development & customer service.
Ø Portfolio management of the acquired & existing HNI's
Ø Single point contact and personalized service to ensure timely and accurate execution.
Ø Strong Relation building capabilities.
Ø Adequate knowledge about Asset products.
Professional Experience:
YES BANK Ltd Visakhapatnam
Position: Senior Manager – Branch Banking (Dec 2015 to Sep 2016)
Responsibilities:
Key responsibility is to achieve the Branch targets by selling Bank CASA , Cross sell & TPP products and to service the Banks HNI Customers.
Motivating & generating business from a team of four CRPs.
Achievements:
Received Certificate of appreciation for consistence performance towards CASA and Value build up.
Received Certificate of appreciation for consistence performance in TPP products.
HDFC BANK Ltd Visakhapatnam
Position: Manager – NRI Banking (Jan 2010 to Nov 2015)
Responsibilities:
Ø Regularly establishing contact with all mapped NR HNI client base.
Ø Introducing and educating the client of all Preferred Banking facilities and offerings.
Ø Educating the clients on PIS Process and actively sourcing PIS & Demat a/cs.
Ø Making a detailed client profile and Meeting the clients at the time of their visit to India.
Ø Monitoring Inward & Outward Remittances, FCY cheque realizations, CASA movement and handling all service requests for NR HNW clients.
Ø Helping the branches with Training and update on new products & process.
Ø Helping the branches to implement marketing and promotional plans, Tie-ups with corporates for business expansion.
Ø Achieving the targets in terms of revenue generation & Value enhancement, by actively cross selling the Bank products as well as Third party products, based on client profile.
Ø Using effective referral mechanism for New Client acquisition & upgrade process for non managed base to Preferred Banking.
Achievements:
Ø Qualified for Moscow Contest conducted by HDFC Life.
Ø Got Appreciation for work done in Investments and Awarded by Zonal Head.
Ø Achieved 100% targets in terms of YTD NR SB a/c numbers & Values.
Ø Successful in implementing the marketing plans for the entrusted branches.
AXIS BANK Ltd Visakhapatnam
Position: Deputy Manager -FAS (July 2009 to Dec 2009)
Responsibilities:
Ø Handles the sales of all third party financial products viz., Mutual funds, Life & General Insurance, Corporate Deposits etc.
Ø Responsible for the targeted business of the branch by driving the staff towards its achievement
Ø Educate & Train the staff about the products and updates on related norms.
IL & FS INVESTSMART Ltd Visakhapatnam
Position: Relationship Manager (Dec 2005 to June 2009)
Responsibilities:
Ø Responsible for the achievement of the individual targets given to the Executives.
Ø Providing PMS (Portfolio Management Services) to the selected HNI Client..
Ø Making joint calls with the Executives for the critical cases in order to facilitate the closing of the deal.
Ø Regularly monitoring the activities of the team members
Job Description:
Ø Building and managing a cohesive team of active agents and developing distribution Channels (Agent Force/Marketing Agencies) for sourcing Trading accounts, Mutual Funds, Insurance Products to achieve monthly account opening targets.
Ø Convert non active D-Mat holders to regularly trade by promoting various features and investment options available with IL&FS from its product-line offerings for secondary market trading (on NSE & BSE), Derivatives (F/O), Mutual Funds, GOI Bonds and IPO’s.
Ø Handle client queries & provide satisfactory solutions on Dematerialization, Trading, changes in KYC “know your customer” details by filling appropriate requisition forms pertaining to address change etc.,
Ø Ensure a smooth workflow by being involved with members in different channels, right from lead generation to client training sessions by segregating work and team members in to sales, and service channels to avoid conflicts.
Ø Sourcing accounts through various marketing activities like road show, Kiosk etc.
Ø Conducting training sessions to educate the customer on products and also solving customer complaints.
Achievements:
Ø Won South India Best Performer Award for the year 2007-2008.
CHOLAMANDALAM DISTRIBUTION SERVICES Ltd Visakhapatnam
Position: Sr.Executive, Investments (Jul 2003 to Dec 2005)
Responsibilities:
Ø Active sales of all the products viz., Mutual funds, Bonds, Insurance products etc.
Ø Responsible to achieve the targets for all products.
Achievements:
Ø Won the CDSL Star Award for outstanding performance in Cholamandalam for two consecutive years that is 2003-2004 and 2004-2005.
Ø The branch received the award for being the most profitable branch in the country.
Ø Stood at PAN India 7th position for 2005.
INTEGRATED ENTERPRISES (INDIA) Ltd Visakhapatnam
Position: Business Executive. (Jul 2001 to Jun 2003)
Job Description:
As a Business Executive in Integrated Enterprises (India) Ltd,.I need to analyze the Customers needs towards various financial products and serve them with the right product for matching their needs.Having well knowledge about the Financial Instruments like Fixed Deposits of different NBFC’s, Manufacturing Industries, Mutual Funds of various AMC’s, Postal Schemes, Insurance Instruments, Bonds of RBI, ICICI, IDBI Tax Exemption Bonds. Well versed with knowledge of DEMAT A/c’s operations and processing. (JUL’2001 TO JUN’2003)
SRI BHEEMESWARA SECURITIES (P) Ltd Visakhapatnam
Position: DEALER NSE / BSE (Mar 2000 to Jun 2001)
Job Description:
Worked as a Dealer for Sri Bheemeswara Securities (P)Ltd,I need to handle Customers portfolios, timely recommendations on Stocks.Meeting expectations of the Organization.I performed duties from (MAR’2000 TO JUN’2001) Related to Stock Exchange.
Educational Credentials:
Ø B.Com (Income Tax and Management Accountancy) from LB College, Andhra University, Vizag.
Ø MBA HR - Dr B R Ambedkar Open University - Visakhapatnam - appeared
Other Academic Credentials:
Ø Advanced Diploma In Information Technology (DBOA & DSP) in VJ INFO.
Ø AMFI-Advisory Module examination qualified with 75%.
Ø IRDA
Strengths:
Having good communication, analytical and interpretation Skills.
Having good Knowledge in Supporting and Motivating executives&Investors, project trainees.
Handling all queries relating to Branch Investors.
Providing updated information to the team members, clients, sub_brokers about stock market recommendations and position.
Extra Curricular activities:
Ø Part of NCC in the 2(A) ARTY BTY NCC UNIT Served with rank as Senior Under officer achieved ‘C’ Certificate.
Ø Achieved a Certificate of District Sports (Kabaddi).
Ø Member in Hindustan Shipyard Juniors Shuttle Badminton Team.
Personal Profile:
Ø Nationality : Indian
Ø Marital Status : Unmarried
Ø Date of Birth : 10/06/1978
Ø Languages Known : English, Hindi, Telugu
Ø Communication Address:
Flat no: 1, 2nd Floor, Sai Vasundhara Residency,
Balaji Nagar, Simhachalam,
Visakhapatnam-530028
Signature VISAKHAPATNAM
(GSRS SHARMA DATE :__/__/____