About Sarathkumar G



  • 2021 - Present

    NRI Relationship Manager

    Working as a NRI Relationship Manager, providing financial solutions/services to meet the requirements of the NRI customers and ensuring value added customer service Contributing towards increasing liabilities size of relationship through balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of wallet Rendering financial advice and offering customized product solutions regarding various products such as NRI Deposit and Remittances while adhering to financial guidelines as well as industry regulations Interfacing with the existing customers through mailers & phone calls and sharing insights on the fluctuations in various product offerings Generating new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, overseas branches Increasing customer engagement through cross-selling investment and non-investment products Managing a team of 5 members and ensure that all key metrics of performance are as per bank policy Generating reports to apprise management of the performance and assist in formulating future objectives Establishing strategies, and action plans to drive continuous performance improvement Allocating monthly duties, and organizing morning huddles to review daily goals, sales focus and gain commitments from team members Enhancing retention level & customer satisfaction by adhering to quality norms and resolving their issues

  • 2018 - 2020

    Preferred Banking Relationship Manager

    Worked towards the development of new business and retention of existing customers to achieve operational goals & key performance indicators while keeping in view the profitability Networked with prospective clients, generated business from existing accounts and achieved profitability & increased sales growth Nurtured relationships with HNI clients for investment needs; maintained regular interactions with the customers to assess their needs Fostered relationship by cross selling \'sticky products\' like Demat, Bill Pay, Advisory & others; ensured portfolio quality of relationship while racing considering eligibility Executed sales initiatives to update customers with the new products/services or product/service enhancements for market development & brand visibility Successfully promoted Digital Banking services for a superior customer service experience; ensured the proper profiling of customers in order to aid right cross-servicing of bank products Tracked customer complaints and resolved escalated grievances on a day-to-day basis Monitored large amount movements and account closure from the deposit accounts

  • 2013 - 2018
    B Cube Service Pvt Ltd

    Mortgage Consultant

    Proactively managed inbound and outbound customer calls to sell mortgages and other products Gained rich understanding of real estate techniques Educated customers on loan products, rates, policies, underwriting requirements, and loan procedures Gathered & analyzed financial and credit information from customer in order to determine suitable loan program Generated reports to track mortgage activities Updated, documented & maintained customer and their mortgage information accurately

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