SANTHOSH KUMAR

Key Skills: Wealth Management, Portfolio Management, Asset allocation, Retirement Planning, Insurance planning, Lead Generation and Banking services.

• Managed 80+ NRI & HNI Clients on asset allocation across Mutual funds, PMS, AIF, Foreign currency deposits and Insurance.
• Managed a total book size of 40 Cr with an AUM of 8 Cr and mobilized 4.5 Cr via Mutual funds and 1 Cr via AIF, by delivering personalized Investment strategies aligned to clients' goals and risk profile.
• Consistently contributing to organization's targets by achieving multi-product revenue targets, delivering 300% of SA balance targets, 102% of Insurance targets, 60% of forex flows and 50 % of Investment net sales while regularly qualifying for performance incentives.
• Specialized in NRI wealth solutions, consistently channeling fresh overseas remittances into Indian equities, debt, and alternate asset, while ensuring adherence to compliance.
• Actively conducted portfolio reviews and improved client activation in wealth products and enhancing engagement levels.

Key Skills: Lead Generation, Cross Selling, Portfolio Management, Financial planning/ Wealth Management, Time Management &Negotiation.

• Outreached 900+ potential customers, exceeding annual sales targets by 105%, demonstrating expertise in identifying and pursuing new business opportunities.
• Secured deal closures via effective communication & follow-ups. Qualified for the MDRT contest by achieving sales targets.
• Achieved 10% growth in NRI portfolio via cross-selling and professional client relationship management.
• Ensured KYC points are adhered at all points of time. Handling all service requests for NR HNW customers and bring in new relationships through referrals/active solicitation.