Prasanth P
DBS, Ex-Citi, Wealth Management, Consumer Banking, PMS/AIF, MF Investments and Insurance Sales. Good in Asset Allocation, Fixed income, Banking Operation, Customer Service, Internal Audit, KYC/AML Control & Compliance.
- Role
- Senior Relationship Manager at DBS Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Prasanth P
Master’s Degree in Finance & Marketing with 12+ years of experience in Banking Industry…
Experience
Senior Relationship Manager
Jan 2024 — Present · Coimbatore, IN
Treasure Relationship Manager - Wealth Management, PMS, AIF Investments and Insurance with AUM of 210 Crore _ CASA,TD,MF,PMS and AIF.Key Accountabilities• Acquire and upgrade quality Treasures clients in the branch location areas• Engage with existing customers to deepen the wallet share through retention and growth of of Total RelationshipValue (TRV).• Accountable for achieving annual volume and revenue objective.• Ensure Savings Book and loan book growth• Ensure proper implementation & execution of product strategies through effective relationship management.• Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions• Drive and deliver exemplary customer service in the local market and uphold DBS service standards.• Ensure internal and regulatory compliance through strict adherence to DBS processes.Job Duties:• Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.• Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.• Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.
Education
Muthayammal Engineering College
Bachelor of Engineering - BE
2007 — 2011
Bannari Amman Institute of Technology
Master of Business Administration (M.B.A.)
2011 — 2013
Skills
- Team Leadership
- Core Banking
- Microsoft Office
- Data Analysis
- Investment Banking
- Teamwork
- Team Management
- Powerpoint
- Microsoft Excel
- Social Media
- Finacle
- Financial Analysis
- Customer Relationship Management (Crm)
- Public Speaking
- Research
- Access
- Branch Banking
- Retail Banking
- Marketing Research
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