Kumar Vasukinath
Summary
Accomplished in Sales with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Vice President & RM
Yes Bank Limited : https://www.yesbank.in/
04.2022 - 07.2023
- Relationship Manager of Affluent Channel at cluster level.
- Handled UHNI & HNI clients of Savings and Current account .
- Account Acquisition, Relationship building ,Sales of Mutual Funds , PMS , AIF , Life Insurance ,General Insurance , Trade Foreign Exchange for Current Accounts ( EXIM ), Loans ( Personal Loan, Home loan , Auto Loan , Loan Against Securities , Loan Against Property ) , Credit Cards , Demat & Trading Account Acquisition, Structured Products.
- Handled book of 700 million and increased book to 150 %
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Continually boosted branch production and revenue 150 % by consistently meeting all monthly and quarterly sales goals.
- Worked with clients to address and respond to client and partnership management issues.
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Increased daily sales by 150 % by upselling banking products and financial services to customers.
- Implemented exit strategies for clients to transition out of investments.
- Educated clients on potential risks and rewards associated with various investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Advised clients on investments, retirement and estate planning.
- Informed clients of strategies for reducing debt and maximizing savings.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Head of Sales
Rolling Returns Investments Private Limited ( MF Street ): http://mfstreet.com/
09.2020 - 03.2022
- Managed 10 - 30 clients daily in person visit , delivering presentations, and educating on product ( mutual funds ) and service features and offerings.
- Maintained relationships with 250 -500 customers and found new ones by identifying needs and offering appropriate services.
- Established and cultivated solid business relationships with new or existing customers.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Handled customer relations issues on call , enabling quick resolution, and client satisfaction.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Built strong relationships with clients by following up on previous purchases and suggesting new products.
- Provided leadership, guidance and direction to sales team members, offering assistance with any need at any time.
- Coordinated with other departments to provide smooth execution of sales initiatives.
- Trained and coached sales team members on best practices for customer service and sales techniques through cold calling.
- Maintained up-to-date knowledge of products and services offered to customers.
- Communicated customer feedback and complaints to team members to promote proper resolution.
Assistant Vice President of Sales
Cube Consumer Services Private Limited : https://www.bankoncube.com/
06.2019 - 07.2020
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Managed 450-550 clients. Calling 50 customers daily for business.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
- Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
- Analyzed past sales data and team performance to develop realistic sales goals.
- Established and maintained positive relationships with vendors to determine product availability and quality.
Investment Manager
Groww.in : https://groww.in/
09.2018 - 04.2019
- Handled 6000 HNI/UNI clients to move them to platform.
- Their Portfolio Management, Financial Planning based on their goals and requirement. Generating better returns from withdrawal plans (SWP). STP in volatile markets. Portfolio Reviews. Research on best Funds in segment of Equity MF.
- Handled team of 10 people for conversion, from users to investors. Imparted training to them how to generate business and sales. How to pitch in when, what and why to clients.
- Assigned them monthly targets and helping them how to reach it.
- Helped product and tech team to bring is what feature is necessary for clients. Strategy for marketing to generate leads and acquisition of clients.
- "Xperts" feature where user can ask their queries to us and anyone in fact any user can also answer to their queries.
- Helping content writers to write content. Which and what content is to be made and pushed !
- Dealing with AMC on how to get marketing fees in Direct MF.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Monitored, managed and developed investment portfolios.
- Set strategic framework for mutual fund sales over annual investment period.
- Developed strategic plans for day-to-day financial operations.
- Handled financial transactions worth over 350 million
Financial Advisor
Wealth India Financial Services Private Limited :https://www.fundsindia.com/
05.2017 - 08.2018
- Managed 50 customer calls daily and in person meeting with 5-10 clients daily.
- Developed comprehensive financial planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Facilitated new client onboarding process and investment account setup
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
Finance Executive
Sanjeev Navin & Associates
05.2009 - 05.2013
- Services was availed by various Individuals (Residents as well as Non-Residents), Corporate (SMEs as well as Large Corporate and MNCs), Non-Corporate (Partnership Firm, HUF), NGOs, Trusts, NBFC, etc.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Income Tax filing for individual clients.
- Managed 10-25 clients.
Education
PGDM Financial Markets - Financial Markets
National Institute of Financial Management
India 05.2017
Master of Arts - Art History
T.M.B.U. University
India05.2015
Bachelor of Arts - History
T.M.B.U. University
India06.2013
Higher Secondary School - Physics, Chemistry, Mathematics
Central Board Of Secondary Education
India05.2008
Secondary School Certificate - All Subjects
CISCE
India05.2005
Skills
- Adaptable and Flexible
- Business Leadership
- Conflict Resolution
- Business Growth Initiatives
- Foreclosures and Liquidations
- Team Engagement
- Performance Monitoring
- Market and Competitor Research
- Product Demonstration
- Portfolio Management
- Performance Metrics Analysis
- Strategic Planning
Languages
English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
Certification
- Bloomberg Market Concepts
- NISM VA, XA,XB, III A, VII,VIII
Timeline
Assistant Vice President & RM
Yes Bank Limited : https://www.yesbank.in/
04.2022 - 07.2023
Head of Sales
Rolling Returns Investments Private Limited ( MF Street ): http://mfstreet.com/
09.2020 - 03.2022
Assistant Vice President of Sales
Cube Consumer Services Private Limited : https://www.bankoncube.com/
06.2019 - 07.2020
Investment Manager
Groww.in : https://groww.in/
09.2018 - 04.2019
Financial Advisor
Wealth India Financial Services Private Limited :https://www.fundsindia.com/
05.2017 - 08.2018
Finance Executive
Sanjeev Navin & Associates
05.2009 - 05.2013
PGDM Financial Markets - Financial Markets
National Institute of Financial Management
Master of Arts - Art History
T.M.B.U. University
Bachelor of Arts - History
T.M.B.U. University
Higher Secondary School - Physics, Chemistry, Mathematics
Central Board Of Secondary Education
Secondary School Certificate - All Subjects
CISCE
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