Kumar Suhrit

Experience

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  IIFL (India Infoline Group)

  Nov 2006 - Apr 2008

  Associate Research Analyst

  Conducting research on the Indian equity markets through analysing fundamental factors and technical trends.Acquiring and maintaining client relationship and management of client currency exposure by keeping a track of the same and appropriately hedging risks.

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  Canara Robeco Mutual Fund

  May 2009 - Aug 2009

  Management Trainee

  Worked with AMC Official and Regional Head in this region to frame out the strategy to lunch new fund to increase market share in Equity Fund Portfolio.# Preparing the investments pattern of prospective investor by the sample size of 2000 person . # Analysing the fundamental aspects of fund scheme distributing industry by study of various distributor contribution in the field of AMC.#Analysing the role of SEBI as well as impact of decision on removing the Entry load on New Fund Purchase. Show less

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  City Union Bank Ltd.

  Jan 2011 - Mar 2024

  Catering to the investment needs of clients by providing them research-based advice in Mutual Fund,Insurance, PMS & other bank Products offerings.Manage clients through client visits, suggest financial products to the clients and achieve the clients financial goal.Responsible for product penetration and increasing client's wallet share.Identifying prospective clients & acquiring new clients.Experience in managing / acquiring wealth HNI,NRI & Ultra Reach Customers.Created sales and marketing strategies to increase customer base and enhance sales.Built strong and positive relationships with customers by staying polite.Identified opportunities for growth, expansion and sales by conducting market research.Used creativity, strategic thinking and knowledge of current market trends to target and build relationships with potential customers.Retained customers by tracking contracts and using multi-channel communication methods.To provide advisory services to clients for investments, wealth creation, risk management, retirement planning, etc.Conduct in-depth financial analysis of client's current financial situations including income, expenses, assets & liabilities, net-worth and restructure portfolio according to their goals and risk profile.To acquire HNI clients for advisory and financial planning by self-sourcing, client referrals, organic reach etcReview and analyze client's investment portfolios regularly to ensure they are aligned with their financial goals and risk tolerance.Virtual and face to face meetings with prospects and existing clients for servicing, building trust and relationship.To establish and maintain strong relationship with clients and thus generating business and references.Stay up to date with the latest financial market trends and investment products and provide clients with informed recommendations.Consistently track and analyze key metrics of NRI Portfolio and derive insights on its health and performance Show less Skilled in Product and Channel Management both India & Overseas managing LRS, NRI Banking Products and offshore,Strong business development professional managing cross border relationships with focused geographies like US, UK , Canada, Australia , Europe, Middle East.Transacting global remittance with functionally & operationally supporting GTRF Risk in offshore locations.Driving overall Observation and Control at Operational Risk Management inGlobal Trade Receivable Transaction as Subject Matter Expert.Administering the operational risk and attaining lower operating costs.To handle inward and outward remittances, CHATS payments, Swift payments, RMB cross border payments, Faster Payment System (FPS), Customer's account transactions in compliance with the compliance guidelines & Swift standard. To handle Inward/Outward payments for customers' FX, IRS, NDF, deposits &/or subsequent entries posting, deal confirmation & advices.To provide daily position of maturing deposits to the Corporate Sales/Treasury/Fixed Income/Middle Office teams (whichever is appropriate) to obtain settlement or rollover instructions from clients and follow up subsequent written notices with them.To manage customers' accounts daily activity, generate report / reconciliation and send the daily funding positions to Treasury. Answer customers' enquiries on their account by liaising internally (operational teams, Treasury, business) to find the solution if neededTo manage accounts monthly reconciliation report and investigate on any interest differences with IT team To handle creation/maintenance/closure of customers' data in systems and internal Registers upon receipt instruction from the team in charge.To handle various types of accounts (incl. Customers, Nostro and Loro accounts) opening/maintenance/closure upon receipt validated. Show less Build a world-class service experience for NRI CustomersIdentify and de-bottleneck key service requirements of NRI Customers by analyzing high frequency service journeys and simplifying experience for the customerIdentify and implement intelligent triggers to pre-empt customer requirements and empowering front-end teams to be able to deliver outstanding customer experienceDesign & execution of digital campaigns for NRI Customer baseResponsible for executing all digital campaigns across platforms; collaborate with internal cross-sell, personalization and marketing teams for content & executionCo – own digital engagement targets for activation and engagementConversion rate optimization on digital campaigns incl. funnel analytics and hacksCollaborate with assisted channels (e.g. field RMs, Virtual RMs) for drop off management in digital campaignsGrowth hacking of engagement funnels for NRI customersTrack, review & report key funnels & metrics across customer activation and engagement (e.g., balance build, cross sell and servicing)Identify and execute funnel hacks to maximize conversion & user adoption including nonlinear experience hacks, digital builds, front end tooling, campaign hacks etc.Identify latest & greatest in NRI banking through industry benchmarking, digital trends, and customer research.Driving cross-functional collaboration to achieve NRI Portfolio objectivesEnsure compliance with regulatory requirements, and manage risk effectively Show less Boosted revenue, facilitating sales activity while developing employee measures for exceeding goals.Established commercial brands through consistent communications, generating increased sales volume.Mitigated financial discrepancies, accurately executing budget control and fixing operational documentation.Directly managed 7 staff in operations and strategic planning.Evaluated sales and expense records and made proactive adjustments to policies and procedures.Tracked financial data and completed reports detailing key metrics.Assisted customers with product usage and troubleshot technical issues.Networked within business community, attending events to position company and drive new business.Partnered with sales representatives during customer consultation to build agency and customer relations.Expanded customer base by successfully emailing prospects to enhance conversion rates.Resolved problems and maintained positive cash position, achieving recognition across organisation for having insight, due diligence and precision skills.Compiled data and analysed latest trends, identifying risks preventively.Completed ongoing professional training to facilitate accurate and productive credit management.Collaborated cross-functionally with sales, management and other departments to maintain effective operations.Managed all reporting, documentation and record-keeping requirements for department.Implemented new initiatives, which resulted in quicker payments and better turnaround times to resolve customer issues.Reviewed accounts for signs of fraud and non-payment issues.Determined resources required to achieve successful software conversion and validation upgrade.Kept fully updated on current regulatory environment and made proactive adjustments to meet changing requirements. 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  • Manager ( Cross Sales Product ) Wealth Management

    Mar 2020 - Mar 2024

  • Offshore Treancasction Settlement Manager

    Dec 2018 - Feb 2020

  • Deputy Manager (NRI Banking )

    Jan 2013 - Nov 2018

  • Assistant Branch Manager

    Jan 2011 - Dec 2012
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  Emkay Global Financial Services Ltd

  Apr 2024 - now

  AVP - WM

  https://www.emkayglobal.com/investment-banking

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  Emkay Global Financial Services Ltd

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  AVP - Wealth Product