C.Vinoth Kumar
Chennai
Summary
Operations Manager and talented leader with 7yrs years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Talented Portfolio Manager bringing 45crs in 2 years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
10
10
years of professional experience
1
1
Certification
Work History
PREFEREED RELATIONSHIP MANAGER
HDFC Bank
03.2023 - Current
- Strengthened client relationships by providing personalized financial advice and comprehensive portfolio management.
- Implemented efficient processes for managing client accounts, streamlining operations and improving overall productivity.
- Collaborated with colleagues across departments to develop tailored wealth management strategies for diverse clientele.
- Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation for risk tolerance and investment objectives.
- Achieved sales targets consistently by building strong referral networks within the bank''s customer base.
- Expanded the Preferred Relationship Manager program, acquiring new clients through targeted marketing efforts and referrals.
OPERATIONS MANAGER
Axis Bank Ltd.
03.2017 - 02.2022
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Resolved customer complaints quickly to maintain customer satisfaction.
- Overhauled outdated operational procedures to increase branch effectiveness and reduce errors.
- Worked in AXIS BANK LTD as Deputy manager operations for2 Adyar branch(Currency chest connect branch cluster branch)
- One of the Master key holder at Axis Bank Ltd (Adyar branch)and have worked in all parameters and know the responsibilities
- currently working at AXIS BANK LTD, Perungudi branch as Deputy manager, Operations head
- Detailed working experience on inward and outward foreign remittance, loading and refund of multicurrency through prepaid cards software
- Handling HNI clients portfolio of nearly 4crs including investment, mutual funds& other products
- Consistent performer during financial years , with good ratings and bonus
Service Desk Manager
Kotak Mahindra Bank
03.2015 - 03.2017
- Managed a team of service professionals to ensure high-quality customer satisfaction and timely resolution of issues.
- Resolved customer complaints in professional and timely manner.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Maintained records of service transactions and customer feedback for future reference.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Customer Care Manager
ING Vysya Bank
05.2014 - 02.2015
- Implemented effective quality control measures to minimize errors and ensure high standards of service.
- Created customer support strategies to increase customer retention.
- Ashok Nagar Branch is connected with Currency chest so gained knowledge on Bulk cash inflow and outflow ,daily reporting to RBI about closing
- A dual custodian and a key holder role made me to handle and take over responsibilities such as remittance of cash to chest , tallying stocks, customer queries, sales goals, authorization of transactions.
Education
PGDBOF - POST GRADUATION IN BANKING AND FINANCE
MANIPAL UNIVERSITY
Bengaluru, India12.2013
Bachelor of Commerce - BANKING MANAGEMENT
RAMAKRISHNA MISSION VIVEKANANDA COLLEGE
CHENNAI06.2010
Higher Secondary in Commerce - COMMERCE
P S SENIOR SECONDARY SCHOOL
CHENNAI06.2009
SENIOR SECONDARY - CBSE
P S SENIOR SECONDARY SCHOOL
CHENNAI06.2008
Skills
- Leadership Qualities
- Goal-oriented mindset
- Wealth Management
- Financial Planning
- Insurance Products
- Investment strategies
- CRM software proficiency
- Cross-selling proficiency
- Excellent Communication
- Customer Relationships
- Relationship Building
- Service support
Certification
- certified in IRDA
- certified in AMFI
- Mutual funds series V A
MARKET SURFER, PLAYNG CRICKET,,STOCK TRADING.PORTFOLIO ANALYSING
Market surfer- Regular study of daily market to understand and recommend to HNW clients
Playing cricket- Have represented School, college team and playing league matches for a private team
Stock trading- Self purchase and sale of stocks and other financial products to have a clear study so that can be recommended to clients
Portfolio Analyzing-Managing 45crs CASA book size which makes me to understanding even more better
Additional Information
TECHINICAL KNOWLEDGE
- Well trained in PROFILE SOFTWARE which wasused by ING VYSYA BANK LTD
- Well trained and gained Knowledge about FINACLE used by KOTAK MAHINDRA BANK LTD
- Knowledge about various audit such as IRD,spot,statutory etc
- Microsoft office 2003,07,10,12
- Well trained in Finacle,Saksham software’s for retail banking
- IPS and mutual funds portal for investments
- Prepaid cards software for loading and reloading of multicurrency cards and inward and outward remittance
- Reporting of money laundering, cosmos and suspicious transactions through case manger software
- Knowledge on cheque truncation system ( CTS) local clearing
- Have knowledge of FLEXCUBE which is used by HDFC BANK LTD
Languages
English
Bilingual or Proficient (C2)
Tamil
Intermediate (B1)
Telugu
Elementary (A2)
Timeline
PREFEREED RELATIONSHIP MANAGER
HDFC Bank
03.2023 - Current
OPERATIONS MANAGER
Axis Bank Ltd.
03.2017 - 02.2022
Service Desk Manager
Kotak Mahindra Bank
03.2015 - 03.2017
Customer Care Manager
ING Vysya Bank
05.2014 - 02.2015
PGDBOF - POST GRADUATION IN BANKING AND FINANCE
MANIPAL UNIVERSITY
Bachelor of Commerce - BANKING MANAGEMENT
RAMAKRISHNA MISSION VIVEKANANDA COLLEGE
Higher Secondary in Commerce - COMMERCE
P S SENIOR SECONDARY SCHOOL
SENIOR SECONDARY - CBSE
P S SENIOR SECONDARY SCHOOL
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