S Kudbudeen Ajmal

  • Madurai, TamilNadu
S Kudbudeen Ajmal

Wealth Management Profile

Summary

  • Having 10 years of rich experience in Marketing, Financial and Wealth Management - Banking sector. Successfully executed responsibilities in Business Development, Client Relationship Management, and Team Management in capacities such as Relationship Manager. Currently working with Kotak Mahindra Bank Ltd as Wealth Relationship Manager. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude. Strong ability to present a professional image in relating with people. Profound verbal and written communications skills.
  • In-depth knowledge of retail policies and procedures to utilize good judgment in making sound decisions. Extensive product knowledge for the level of selling and cross-selling performance expected with position

Work History

Work History
Apr 2013 - Present

Relationship Manager - Wealth Management

ING Vysya is Now Kotak Mahindra Bank
  • Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.
  • Design a investment portfolio and plan based on ING model portfolio’
  • Periodic Portfolio reviews for all customers
  • Cross‐Sell investments, life insurance, general insurance and SIP.
  • Ensure all customers have a CASA for routing their investments
  • Ensure all customers use the WMS platform wealth management system
Jul 2010 - Apr 2013

Deputy Manager - Clients Relationship

Kotak Mahindra Bank Ltd
  • Responsible for Branch Wealth Clients acquisition in terms of Numbers and Values for the Financial Year.
  • Portfolio Management by advising in various financial asset allocations to Wealth clients.
  • Responsible to X-sell other Liability, Gold Jewel Loan, other Assets & TPP products to meet the customer requirement, product penetration through ensuring the increase in Customer Life Cycle Period with the Organization.
  • Deepening of Relationship with all newly acquired customers by servicing all requirements within the described TAT to ensure Customer Delight and control Closures of Account.
Dec 2008 - Jun 2010

Agency Development Manager

 Apollo Muncih Health Insurance Company Ltd
  • Recruiting IRDA qualified LI and GI Advisers for getting business from them.
  • Motivating the team members (Health Advisers) to get maximum productivity from them in terms of business.
  • Monitoring the team members for improving their skills to build consistency in their career, this will result in business.
  • Recruiting Life Advisers for getting new business from them.
Jul 2008 - Dec 2008

Junior Sales Manager

Reliance Life Insurance Company Ltd, Ramnad
  • Recruiting Life Advisers for getting new business from them.
  • Profiling the entire population in the region for identifying potential Life Advisor to increase the team size.
  • Guiding the team members to make them well versed in selling skills through joint calls, mentoring etc.,
Oct 2004 - Mar 2008

Marketing Manager

Suguna Poultry Farm Ltd, Bangalore
  • Recruiting new potential Traders in market for getting new business from them.
  • Providing good service to existing traders who were giving good business to us.
  • Handled 8 members of sales team from Bangalore to mysore.

Education

Education
Jun 2005 - May 2006

Post Graduate Diploma in Computer Application

Madurai Kamarjar University, Madurai

Computer Application Development

Jul 2000 - Jun 2003

Bachelor of Computer Application

Madurai Kamarjar University, Madurai

Computer Application Development

Certifications

Certifications
Oct 2017

NISM Series V-A: Mutual Fund Distributors Certification

National Institute of Securities Markets

Mutual Funds

May 2017

IRDA Specified Person - Corporate 

IRDA

Life Insurance

Oct 2015

NSDL's Certification in Depositary Operation

NSDL

Depository Operation

Personal

Date of Birth : 11-09-1982

Communication Address: 27- A-3, Ansari Nagar 7th Cross Street, Ellis Nagar Main Road, Mahaboobpalayam, Madurai – 625010.

Marital Status: Married and having two kids.

Language Known: English, Tamil, Kannada, Telugu, Hindi and Urdu.