KOMAL SURESH MASRAM
Wealth Relationship Manager
Pune
Summary
Accomplished Senior Relationship Manager with a proven track record , enhancing client satisfaction and retention through personalized financial solutions and strategic planning. Expert in financial planning and interpersonal communication, successfully managed high-net-worth portfolios, achieving significant client growth. Skilled in analytical thinking, exceeded sales targets by leveraging banking and insurance operations knowledge.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Senior Relationship Manager
Yes Bank
03.2024 - Current
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed new banking relationships with business prospects.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
Wealth Relationship Manager
State Bank Of India
04.2022 - 03.2024
- Taking care all documentation part of client and verified into the system
- Monitored and updated financial plans to comply with client goals.
- Studied financial documents to identify potential areas needing improvement.
- Provide specialized financial planning support for clients with diverse portfolios and individual needs.
- Create financial models to analyze and evaluate investment strategies.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Advised clients on investments, retirement and estate planning.
- Researched and evaluated potential investment products for clients.
- Recommended specific investments to help clients meet financial goals.
Relationship Manager
Indusind Bank
12.2021 - 04.2022
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Doing operational part as managing leads in CRM software, Fd Creation or other transaction entries on day to day life to smooth operational function of daily task.
- Achieved goals for sales of bank products and services,exceeded performance metrics for customer service while using software of finacle for all operational part of banking.
- Built and maintained relationships with new and existing clients while providing high level of expertise in related banking operations.
Senior Relationship Officer
Canara Hsbc Obc Life insurance
09.2019 - 10.2020
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Senior Unit Manager
ICICI Prudential Life Insurance
02.2015 - 12.2017
- completing all the operation and service part of the customer to provide them end to end solution.
- Recruitment of Financial Advisor and train them about insurance product help them by doing joint business calls.
- Retention of customers and acquiring new clients maintaining persistency.
Education
Certified Investment Banking Operations Profession - Investment Banking Operations
IMARTICUS LEARNING
PUNE 04.2023 - 11.2023
MBA - Finance
Pune University
Pune 08.2011 - 2014.07
BBA - Finance
Rashtrasant Tukdoji Maharaj Nagpur University
NAGPUR 08.2007 - 08.2010
Skills
Financial planning
Analytical and Critical Thinking
Interpersonal Communication
Critical Thinking
Asset Management
Fixed income
Banking & Insurance Operations
Accomplishments
- Received Top rating A1 and A2 for two consecutive year in first organization ICICI Prudential Life Insurance, on the basis of performance.
- Qualified for Multiple Contest at Domestic locations.
- Managed Book of HNI / Ultra HNI customer.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Languages
English
Intermediate
Marathi
Advanced
Hindi
Advanced
Certification
NISM Investment Advisor Level 1
Interests
Travelling and exploring new places
Poetry Reading
Music Listening
Trekking
Timeline
Senior Relationship Manager
Yes Bank
03.2024 - Current
Certified Investment Banking Operations Profession - Investment Banking Operations
IMARTICUS LEARNING
04.2023 - 11.2023
IRDA
11-2022
Wealth Relationship Manager
State Bank Of India
04.2022 - 03.2024
Relationship Manager
Indusind Bank
12.2021 - 04.2022
NISM Mutual Fund V Amfi
12-2021
NISM Investment Advisor Level 1
02-2020
Senior Relationship Officer
Canara Hsbc Obc Life insurance
09.2019 - 10.2020
Senior Unit Manager
ICICI Prudential Life Insurance
02.2015 - 12.2017
MBA - Finance
Pune University
08.2011 - 2014.07
BBA - Finance
Rashtrasant Tukdoji Maharaj Nagpur University
08.2007 - 08.2010
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