SREEJITH MENON

Responsibilities & Scope:

• Relationship Management for HNI & UHNWI Clients.
• Managing $100M in CASA & Liabilities book, $15M in Investment Portfolio.
• Revenue Generation through Portfolio , FX & Wealth Management Solutions.
• Growing AUM and CASA through NNM and NTB Relationships.

Responsibilities & Scope:

• Formulate & lead Marketing and Investor relations activities.
• Identify potential investors & raise capital.
• Foster valuable relationships and secure multiple facilities from Govt. and private institutions.

Responsibilities & Scope:

• Spearheading business development activities, emphasizing wealth revenue growth, liability book expansion, and cross-selling asset products.
• Actively seeking new business partnerships across both internal and potential external channels.
• Administering a substantial portfolio of 5,000 Affluent & HNI clients, with a CASA AUM exceeding USD 250MM, RUM of USD 200MM, Investment AUM of USD 80MM, and Bancassurance APE of USD 5 MM.
• Aligning team objectives & KPIs with organization goals in cooperation with Segment & Product teams.
• Ensuring the achievement of budget & KPI targets through careful management of sales & service team performance.
• Facilitating professional growth within the team via focused mentorship and coaching.

Recognised for:

• Business development- Improved revenues by increasing product penetration within target market from 12% to 35%
• Business development- Improved client retention & share of wallet by increasing products subscribed per customer to 3.7 from 2.6, circa 40%, thereby making relationships more lasting
• Customer Experience- Consistently high NPS score (best bank wide in 2017 & 2019), Abu Dhabi.

Responsibilities & Scope:

• Managing a team of 7 Investment RMs and working towards achieving team targets for sourcing AUMs, Annual Premiums (APEs) & Revenue.
• Guiding and mentoring team members.
• Individually manage portfolios of Affluent & High Net Worth Individuals (HNI) clients, overseeing approximately USD 25 Million in assets under management.
• Generated revenue through the sale of a variety of financial products, including Mutual Funds, Bonds, ETFs & Banc assurance solutions, to Affluent & HNI individuals
• Actively drive new business development through acquisition of HNI relationships, and by retaining and growing existing clients' assets under management
• Collaborated with Sales channels and branches to establish and expand client relationships.

• Role involved managing portfolios of Affluent clients with under USD 10 Million in Asset Under Management.
• Generated revenues through sales of retail investment products and services
• Focused on sourcing investment sales from existing affluent client’s and activate client relationships by offering ancillary banking products to enhance customer loyalty with bank.
• Partnered with sales channels such premium cards & mortgage services to generate new client relations.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.