Kavitha Ponnambalam

Experience

• 

  Mashreqbank

  Oct 2008 - Jul 2009

  Team Leader - Cards Business

  • Responsible for Customer Management related issues.• Day to day promotion related activities.• Customer Sourcing, profiling and product presentation at individual and corporate levels. • Preparation of sales report for management.• Meet with prospective corporate clients and promote sales of the brand.• Call monitoring/ Quality Check• Plan strategies and initiate action plans and targets to ensure market existence• Marketing / Promotional planning. • Daily and monthly maintenance of MIS• Conversion and distribution of leads.• Offering valuable guidance and Motivation for individual growth of each team member.• Generation of leads Show less

• 

  Mashreqbank

  Sept 2009 - now

  Maintain existing relationships, and solicit acceptable new relationships for Mobilizing the Trade Business, Deposits as well as Revenue figures.• Offer wide range of Transaction banking products to the clients to compliment their trade business such as Outward and Inward remittances, Bank Guarantee, Advance payment, Retention and Regulatory.• Product bundling with business checking the current account.• Offer competitive FX and Remittances rates.• Offer Online banking access to our client for easy accessibility and transaction flexibility reducing the cost and the time.• Review the existing portfolio in a timely manner, establish appropriate account plan, and recommend appropriate secured credit facilities in line with the banks credit policy to maximize earnings Show less • Relationship management with existing corporate clients and handling key clients• Manage customer portfolio, service requests, and cross sell financial products.• Handled Branches while servicing, maintaining relationship with corporate clients. • New Acquisitions/Premium accounts and profiling. • Responsible for generation of Portfolio reports for Management review.• Coordinate with internal departments to resolve operational and process issues.• Offering valuable products like FX and investment plans. Show less

  • Asst Vice President

    Mar 2013 - now

  • Customer Relationship Manager

    Aug 2011 - now

  • Asst.Relationship Manager

    Sept 2009 - Jul 2011