Sep 2024 – Present · 1 yr 9 mos · Hybrid

May 2012 – May 2014 · 2 yrs · Trivandrum Kollam Pathanamthitta Alappuzha · On-site

• Business Development & Portfolio Growth
• Onboarded 14+ new TASC clients across South Kerala by leveraging local insights and networks.
• Expanded the TASC portfolio in Trivandrum, Kollam, Pathanamthitta & Alapuzzha districts, consistently surpassing acquisition targets with focused outreach and tailored solutions.
• Executed area-specific sales strategies, achieving a 25% YoY increase in TASC account balances.
• Team Leadership & Coordination
• Led and mentored relationship managers and sales officers across branches, fostering a high-performance, collaborative culture.
• Coordinated with branch leadership for seamless TASC sales plan execution and superior client service.
• Organized training workshops to enhance team knowledge of TASC products, compliance, and sales best practices.
• Client Relationship Management
• Built and maintained strong relationships with key TASC clients, ensuring satisfaction, retention, and advocacy.
• Acted as the escalation point for major clients, resolving queries promptly to maintain trust.
• Conducted regular client engagement, including review meetings and feedback sessions, to identify cross-sell and upsell opportunities.
• Market Analysis & Revenue Enhancement
• Analyzed market trends and competitor offerings in South Kerala to identify new business opportunities.
• Implemented targeted initiatives to improve sales conversion and maximize TASC revenue.
• Tracked sales metrics and prepared detailed performance reports for senior management.
• Compliance & Risk Management
• Ensured strict adherence to regulatory guidelines, KYC/AML norms, and internal policies in all TASC processes.
• Conducted regular audits and risk reviews to safeguard the bank’s interests and ensure zero non-compliance.
• Cross-Functional Collaboration
• Collaborated with product, operations, and risk teams for seamless onboarding and customized solutions.
• Shared client feedback and market intelligence with relevant departments for continuous improvement.

Feb 2010 – May 2012 · 2 yrs 3 mos · Nagercoil, Tuticorin Thirunelveli Tamilnadu · On-site

• Business Development & Sales Strategy
• Onboarded 12 new trade clients using local market expertise and networks.
• Expanded trade current account portfolio in Nagercoil, Tirunelveli, and Tuticorin with targeted sales strategies.
• Consistently set and achieved branch sales targets and KPIs, driving portfolio growth.
• Team Leadership & Coordination
• Led and motivated multi-branch sales teams to exceed cluster objectives.
• Coordinated with branch managers and staff for seamless sales execution and high customer service standards.
• Organized training sessions to enhance team skills and product knowledge.
• Client Relationship Management
• Built and maintained strong relationships with existing and prospective trade clients, ensuring high satisfaction and retention.
• Served as primary contact for high-value clients, addressing needs and resolving issues.
• Conducted regular client outreach, boosting loyalty and identifying upselling opportunities.
• Market Analysis & Revenue Growth
• Analyzed local market trends and competitors to identify business opportunities.
• Recommended and implemented actions to improve sales and maximize revenue.
• Monitored sales metrics and prepared performance reports for senior management.
• Compliance & Risk Management
• Ensured compliance with regulatory guidelines, KYC/AML, and internal policies in all processes.
• Conducted audits and risk assessments to protect the bank’s interests.
• Cross-Functional Collaboration
• Liaised with product, operations, and risk teams for seamless customer experiences and customized solutions.
• Communicated client feedback and market insights to drive continuous improvement.