Srinivasa Raghavan R

Branch Relationship Manager

Kotak Mahindra Bank Ltd•  September 2019 - February 2020

Boosted customer base, acquiring new customers and identifying needs to deliver relevant products. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty. Educated customers on variety of loan products and available credit options to promote valuable decision-making. Achieved client loyalty through quality, productivity, service and proactive management.

Wealth Manager

Sundaram Finance Ltd•  December 2013 - August 2019

Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments. Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.