Srilekha E

- Identifying sales opportunities for UHNI, individuals, corporations and top Niche NRI clients for Wealth Management and Retail products - Generating new leads & revenue from Cold Calling, Appointment Fixing, Outbound Customer Meetings thus achieving acquisition of customers - Implementing SOP of Quality Customer Service activities; mapping client’s requirements & implementing measures to maximize satisfaction levels - Guiding & advising new/existing clients in financial portfolio management; hedging the portfolio of clients Assisting in all phases of investing including origination, evaluation, execution, monitoring & management of portfolio Assessing risk of companies in various industries and developing risk mitigation strategies Monitoring and evaluating the market conditions in existing and potential new alternative investment categories; provided - Information & analysis to develop and support asset allocation decisions related to these categories Managing queries/ requests & resolving issues of customers with 360° Banking and lending solutions within defined Turn around Time(TAT)

- Responsible for acquiring clients from UHNI & HNI segment Maintain relationships with clients and provide service to them - Cross‑sell SCB proposition to individual customers, companies and affluent segments - Involved to Generate leads through references, micromarketing activities and other permissible databases - Providing insurance consulting advice to clients based on their financial plan - Evaluating the financial needs of the client and suggesting them the best suitable investment product to them

- Sales and Promotion Activities, Lead Generation through cold calling HNI and UHNI Client Acquisition - Consult clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information. - Design the portfolio based on the risk profile of the client - Responsible for Managing client portfolios, keeping client plans up‑to‑date Coordinate client seminars, conferences and presentations - Organized events to gather new clients

- Assessed vendors for Singapore and Indian markets through questionnaires Involved in Lead Negotiation and Closing for the Indian and Singapore markets Conducted Facebook campaigns for their online courses - Interacted with Facebook campaign leads, comprehended their needs and explained the course information based on their demands

Responsible for expanding the services in a new geography for an online Automotive Service Aggregator Enhancing the sales of Customer Relationship Management Tool (CRM)

Underwent an industrial training in the Quality Assurance Department for a period of 45 days

An International internship on the global community development program for a duration of 8 weeks, through AIESEC in Manipal University to AIESEC IN Phnompenh, Cambodia