Thamera Santosh Kumar

Experience

• 

  Axis Bank

  Nov 2006 - Nov 2008

  Sales Manager

  Key Responsibilities:• Led, managed & monitored a team of 10 Direct Sales Associates of Bank and 30 Sales Executives in achieving the Target given by the Bank about 10 Crores per month.• Conducted regular training sessions on the changes on the Interest rates, Policy and the Product.• Organized regular sales meetings with all the Direct Sales Associates of the Bank on the proceedings of business.• handled recruitement of the New Direct Sales Associates of the Bank.• SupervisedInitial Appraisal of the Client with respect to profile, Banking habits and Repayment capability. • Coordinated with the legal panel of lawyers for taking the title opinion of the property & with Technical Appraiser for the value of the property.• Verified the title opinion and the valuations of the property and other required documents as per the policy for the Loan disbursement.• Recruited an efficient team of the DSA's and guided them to generate a business of 10 Crores per month.• Successfully sourced 80% of Bank business sourced from Retail leading• Processed wave off powers to extent of Rs.5000• Project Finance Approval powers Show less

• 

  Nexus Insurance Brokers LLC

  Nov 2008 - May 2015

  Authorised Consultant, Award in Financial Planning CII, U.K.

  • Delivered a prompt and personal service to meet the needs of the clients, including Individuals, family & commercial and sourcing Life Insurance,Medical Insurance, Motor Insurance, Savings Plans& General Insurance Business from the market• Mapping client’s requirements & providing best products to suit their requirements, generating business from existing corporate business relationships, developing new relationships and achieving profitability & sales growth.• Identifying prospective clients to strategically secure profitable business from the existing, thereby achieve business targets.• Attend & resolve client's issues on details of financial plans, strategies and purpose.• Organize workshops and seminars on financial planning subjects such as estate planning, retirement planning, and the assessment of various packages. Show less

• 

  INDUSIND BANK LIMITED

  Dec 2015 - Nov 2016

  Banking Partner

  1) Profiling Customers and provide financial products to meet the customer needs 2) Deepen the existing relationship by Cross selling Banks Products and Services according to customer needs 3) Increase liabilities size of relationship via balances in accounts of existing customers4) To Enhance & Retain customer profitability by capturing larger share of Wallet.5) Acquire new customers who meet product criteria through cross-referencing. 6) The main products for an Exclusive RM include Sales of General Insurance, Medical Insurance, Group medical Insurance, Accidental Insurance, Critical Illness Cover, Life Insurance, Mutual Funds, PMS, Private equity, Home Loans, Lease Rental Discount, LAP,CASA, BBG. Show less

• 

  Karvy Private Wealth

  Apr 2017 - Nov 2017

  Associate Vice President

  1. Conducting Financial Fact find and Prioritizing clients financial goals2. Recommendations as per the client Priorities3. The main products Include Mutual funds, PMS, SIP’s, Private Equity, Life Insurance, Medical Insurance, Home Loans, LAP and LRD.