Sunil Kumar

Experience

• 

  ICICI Bank

  Jan 2006 - Jan 2011

  BSM

  Managing and controlling set of existing clients and acquisition of new clients. Maintaining Relationship with Managed accounts, enhance their relationship value and convert them into primary banking with us along with selling of cross sell. To have adequate knowledge of all required software available finnacle Fcrm Ias Trade related software e search etc. Generating Revenue and Fee Income for branch by cross selling bank products vis-￠-vis LI, Mutual Funds, Gold and Credit cards etc and also by offering FOREX Related products and Services to NRI's..To provide solution for every financial transaction and also discussed about every best solution for their financial needs. To contribute Maximum Life Insurance and General Insurance business in branch Show less

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  HDFC Bank

  Jul 2011 - Aug 2024

  Managing relationship franchise for the affluent & mass affluent segment base of HDFC bank's retail in Yamunanagar as ICRM where have to manage client service , financial advisory, products & service quality across various client segments from retail, corporate & SME business line. Directly responsible for fee income management through third party product distribution for retail business within city.Also Managing client risk profiling, asset allocation practices, model client portfolios, periodic portfolio reviews and then suggesting the most appropriate investment options/products across asset classes for HNI clients. Show less

  • Branch Manager

    May 2017 - Aug 2024

  • IMPERIA RM

    Apr 2015 - Apr 2017

  • ICRM

    Apr 2015 - Apr 2017

  • RM

    Jul 2011 - Mar 2015
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  IDFC FIRST Bank

  Aug 2024 - now

  Branch Manager