Shivakarthik K N

Experience

• 

  Aditya Birla Sun Life Mutual Fund (ABSLMF)

  Jun 2008 - Aug 2010

  Handling the Private banks, PSU banks & IFA’s of Madurai & Tirunelveli Advising them with plethora of Wealth products like MFs-Equity and Debt. Handling the Private banks, PSU banks & IFA’s of Madurai & Tirunelveli Advising them with plethora of Wealth products like MFs-Equity and Debt.

  • Channel Sales Manager

    Jun 2009 - Aug 2010

  • Channel Sales Manager

    Jun 2008 - Jun 2009
• 

  ICICI Prudential AMC Ltd

  Aug 2010 - May 2012

  Handling the Private banks, PSU banks & IFA’s of Madurai & Tirunelveli Advising them with plethora of Wealth products like MFs-Equity and Debt. Handling the Private banks, PSU banks & IFA’s of Madurai &; Tirunelveli Advising them with plethora of Wealth products like MFs-Equity and Debt.

  • Channel Sales Manager

    Jan 2010 - May 2012

  • Channel Sales Manager

    Aug 2010 - Dec 2010
• 

  HDFC Bank Limited

  May 2012 - Jun 2016

  Ensuring a smooth branch operations, acting as the main custodian of the branch, Sales of Asset products and TPP, Checking and controlling of depletion, Enhancing customer wallet size and customer services, Preventive complaint management, As vault custodian is responsible for all related process checks. Handling Cash Sales

  • Personal Banker- Authoriser

    Nov 2014 - Jun 2016

  • Personal Banker-Teller

    Jan 2013 - Nov 2014

  • Personal Banker

    May 2012 - Jan 2013
• 

  Equitas Small Finance Bank

  Jan 2017 - now

  Identifying and Acquiring New Customers:- Identifying new customer opportunities across the region.- Acquiring new customers through effective marketing strategies.Up-selling to Existing Customer Bases:- Identifying existing customer segments with potential for upselling.- Implementing upselling strategies to increase customer spending.Effective Sales Cycle Management:- Managing the sales cycle from prospecting to successful closure.- Implementing strategies to optimise the sales process.Strong Relationships with Key Accounts:- Building strong relationships with key accounts in the region.- Providing exceptional customer service to maintain customer loyalty.Sustainable and Robust Pipeline Development:- Developing a sustainable and robust pipeline to ensure consistent revenue growth.- Implementing rigorous forecasting and account planning processes.Revenue Goal Achievement:- Developing and implementing sales strategies and plans to meet revenue targets.- Analysing market trends and competitors’ activities to identify opportunities for revenue growth.Regular Reporting and Performance Evaluation:- Preparing regular reports to track sales performance.- Conducting monthly meetings to review sales progress and identify areas for improvement. Show less Handled Branch with a team strength of 11-13 members.Deftness in managing business with focus on top-line and bottom-line performance and executing company’s mission & strategic direction as conveyed through policies and objectives.Proficiency in monitoring various banking operations and long-term customer relationships through the provision of high quality service.Skilled in research on investment opportunities for diversified investments needs, providing financial advisory, timely solutions to the financial needs of clients.Adroit in ensuring delivery of high quality services to support customer's business needs and achieving continued high customer satisfaction from all operational users for services.Enterprising leader with an uncompromising commitment to performance excellence and an ardent bias for action. Thrives in fast-paced environments, readily adapting to evolving business and technology challenges.Exceptional interpersonal, organizational, presentation and communication skills, both written and verbal. Show less

  • ʀᴇɢɪᴏɴᴀʟ ꜱᴀʟᴇꜱ ᴍᴀɴᴀɢᴇʀ

    Apr 2023 - now

  • Assistant Vice President II & Branch Head

    Jun 2021 - Apr 2023

  • Assistant Vice President & Branch Head

    Jan 2017 - May 2021