Anoop Purushothaman

Acquire new financial planning clients for the company through referral channels and thereby achieving financial planning conversions targets set by the company. Increasing brand value and customer retention by networking with various channel partners in different regions of Ernakulam. Ensure cross selling targets are achieved for new business. Writing financial plans by reviewing their financial situations and then presenting the plan for execution of the same. Ensure SEBI regulations with regards to certification and ensuring that it is completed on time. Acquire new business leads through online and offline channels and ensure the same is converted into a sale.

Mobilize deposits from customers and acquire new business through referrals and through inner circle references. Updating new product launches to ensure maximum participation in selling new products and thereby ensuring sales progression every month. Servicing clients and ensuring new referrals are generated achieve new business targets set by the company. Increasing brand value and customer retention by conducting sales activities in different regions of Ernakulam. Ensure cross selling targets are achieved for new business.

Manage & service High Net worth Individuals with their investments in diversified portfolios like mutual funds, insurance, equity, PMS etc. Acquire new business clients through referral from existing clients and thereby increasing customers for the company. Sending product updates to the clients and upgrading their investments across new products launched by the company from time to time. Email marketing to existing clients and new database clients to make them aware about the company and thereby increasing brand value and customer retention.

Responsible for overseeing sales operations, meeting targets and managing the sales team in the region. Managing, training and motivating existing sales team to drive revenue growth. Develop and manage efficient distribution networks for sales. Develop efficient and creative sales and marketing strategies for the assigned territory and target setting for the sales team. Collecting customer and market feedback and reporting the same to the organization. Monitoring sales team performance, analysing sales data and reporting to Cluster Head. Handling 10 branches of Ernakulam cluster and driving CASA and third party products through team members.

Manage a diverse portfolio of relationships covering IT, Real Estate, Industries. Ensure business generation by marketing new accounts and cross selling the companies wide range of insurance products. Optimize the potential value and profitability of existing relationships by assisting in the delivery of solutions, products and services appropriate to meet customer need and to improve customer engagement. Work in partnership with colleagues across ARKA network to deliver exceptional standards and quality of service. Coach and provide development support to other relationship managers and support officers taking a genuine interest in their progression.

Responsible for generating and sharing quality leads to business development team. Managed social media activities on Facebook, Twitter, LinkedIn & Blog. Write and publish blogs, website copy, press releases and case studies. Create e-mail newsletters and send them to clients & prospects. Manage and improve data for e-mail marketing campaigns. Identify, shortlist and organise participation in trade fairs. Generate media coverage through cultivating media contacts. Managed and developed print collateral. Developed partnerships with likeminded firms.

Serviced HNI clients to ensure zero lapsation of policy, Fund management depending on the age and risk profile of the clients. Led retention campaigns to achieve the company goals to ensure maximum profitability through revival of high premium paying policies. Lead a team of retention members. Played a key role in Service Manager launch for Super HNI customers. Ensured cross selling targets are achieved on a regular basis for new business. Handled Super HNI clients with a premium paying capacity of 1 million per year. Handled high level escalations routed from central team to ensure that the customer complaints are resolved immediately. Acted as a one point contact for Service Managers across South India with Service to Sales initiatives. Achieved best branch award for exceeding service to sales target and was awarded Certificate of Appreciation.

Responsible for delivering high quality customer service through building effective working relationship and trust with a diverse portfolio of clients, ensuring that all deadlines, KPI’s and SLAs are met. Responsible for identifying and promoting full range of products to customers based on their business requirements and future aspirations. Responsible for maintaining and developing further effective working relationship with existing customers via creation of strategy plans for key customers.

Grow sustainable revenues from existing relationships and through acquisition of new customers in line with the bank’s risk appetite and policies. Proactively develop effective strategies to manage both existing and new relationships, by anticipating customer needs and providing a superior service and products. Selected as a Corporate Service brand ambassador for companies like Goldman Sachs, Fidelity Investments, Microsoft etc.