Kanchana Selat
Chennai
Summary
Results-driven individual with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitability for the firm.
Overview
20
20
years of professional experience
Work History
Vice President - Client Relations
Anand Rathi Wealth Management
02.2024 - Current
- Currently manage a portfolio of INR 55 Cr+ across UHNI individuals.
- Achieved a revenue of ~INR 50 lakhs since inception in the role
- Identified opportunities to improve business process flows and productivity.
- Increased company growth through collaboration with sales and marketing departments.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
Senior Manager – Client Service
Kotak Wealth Management
08.2021 - 02.2024
- The role encompasses all activities related to the wealth management service function as well as daily activities with respect to the banking requirements of clients
- Co-ordinating with internal and external stake holders in ensuring completion of tasks to the satisfaction of clients
- Receiving, allocating and resolving service requests in a timely manner
- Maintenance of logs, records, trackers for audit purposes with respect to activities performed on daily basis
- Monitoring and ensuring efficiency of the account opening function of the organisation
Regional Service Head for South
Karvy Private Wealth
01.2011 - 02.2021
- Managing and advising clients across the board with an AUM of INR 180+ Cr which translated into a revenue of INR 1 Cr+.
- Team comprised of 5 bankers and 2 services managers
- Ensured seamless transaction processing and customer delight
- Constant efforts towards new client acquisition and AUM building exercise which translates into revenue.
- Ensure to maintain the portfolio of each client for chennai branch and update the same periodically or on specific request of the client
- Client servicing has been done end to end and to the satisfaction of clients.
- Liaison with the operations team, group service providers and dealers within the organization from time to time to ensure that the client’s requirement is taken care and the query is resolved in an effective manner for south region
- I was the second to receive the Karvy Stars award from Service in year 2017
- Received customer compliments and mails for outstanding customer delight.
Service Manager
Religare Macquarie Wealth Management Ltd.
04.2009 - 12.2010
- Ensure RMPW service standards with respect to customer service, complaint management, compliance, corporate security are adhered too for complete Chennai location
- Handling two off role employee who were reporting to me for documentation and administration related work and ops executive from Hyderabad
- Software Application knowledge:- Sage CRM, Fin eng TELESTO
- Client engagement plan to keep the customer alive on the board
- Ensuring RM adhere the compliance and are in place with company policies like KYC, Personal Benefit policy & soft dollar policy
- Accuracy of all kinds of reporting to operation for complete Chennai location
Branch Manager –Service and Operations
ICICI Prudential Life Insurance Company
01.2007 - 04.2009
- Coordinating the QOC and Sigma scores for the cluster comprising of four branches
- Handling and solving of customer escalations by giving an end to end resolution
- Checking MIS and reports for the cluster on daily basis
- Handling and checking of Back end processing at the branch on daily basis
- Handling a team of Six members
- Checking the documents sent to Record Management Centre on weekly basis
- Coordinating with central team and getting timely resolutions
- Retaining the customers who come for surrender, cancellation of policies due to service lapse
- Tracking of Queries
- Received TATVA award for legendary customer service for the FY 2007-2008 and was the first one to get this award in the entire TN
- Received certificate of Product Master in recognition of successful completion of 6 product e-learning courses
- Received customer compliments and mails for outstanding customer service
- Received Howzzat and striker of the month award in July 2008
- Retained 12 policies worth 15lakhs and took an active part in preventing business loss to the company for the FY 2008-2009
- As a part of company initiative Service to Sales (S2S) I have been a good contributor in terms of numbers and WRP through good service
Service Executive
Max New York Life Insurance
04.2005 - 01.2007
- Quality Check of policy documents and Underwrite new business without any discrepancy
- Maintaining MIS for New Business for entire branch
- Interact with Service Center and Sales force in order to set-up and operational the process, consistent with the standard requirements
- Ensure that the operations are within guidelines, meets productivity, TAT etc
- Liaise with other Operations / Sales team members to resolve queries or problems
- Tracking of Queries
- Handling both internal and external customers and create customer satisfaction
- Received the cultural ambassador flag for month end logins and underwriting
Education
M.COM -
Annamalai University
B.CS - undefined
Anna Adarsh College
Skills
- Portfolio optimization
- Targeted marketing
- Forecasting
- Event networking
- Account management
- Lead generation
- Relationship building
Personal Information
- Date of Birth: 11/21/XX
- Nationality: Indian
- Marital Status: Married
Timeline
Vice President - Client Relations
Anand Rathi Wealth Management
02.2024 - Current
Senior Manager – Client Service
Kotak Wealth Management
08.2021 - 02.2024
Regional Service Head for South
Karvy Private Wealth
01.2011 - 02.2021
Service Manager
Religare Macquarie Wealth Management Ltd.
04.2009 - 12.2010
Branch Manager –Service and Operations
ICICI Prudential Life Insurance Company
01.2007 - 04.2009
Service Executive
Max New York Life Insurance
04.2005 - 01.2007
B.CS - undefined
Anna Adarsh College
M.COM -
Annamalai University
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