Sai KrishnaPrasad

Over all 8 years 9 Months of experience in SAP End user, Finance & Banking Sector. To pursue a challenging career and be a part of progressive organization, which offers scope to enhance individual skills as well as the reputation of the organization.

Manager (PLATINUM REALATIONSHIP MANAGER) - KOTAK MAHINDRA BANK LTD

(2025-12 - 2026-05)

• Primarily manages high net worth individual HNI client portfolios providing specialized wealth management banking solutions and personalized service
• Key duties include deepening client relationships, acquiring new HNI customers achieving sales revenue targets
• Ensuring high quality service and customer relationship Management Providing service to increase the relationship and onboarding new customers to increase the portfolio relationship value
• Identifying prospects for HNW accounts and recommending them for upgrading. Lead generation follow-ups, and post sell services Business idea generation with the them
• Ensure quality new acquisition on QSG, SES, JL, PL/BIL, AL, HL, LAS, LAP HI/GI, MF, SIP and DEMAT
• Query handlings of the customers such as Freeze and Un-Freeze of Accounts and Lean on Hold Funds, Inactive & Dormant Accounts and Re-KYC of accounts up to date
• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints
• Ensuring high quality service and Customer Relationship Management
• More focus on encouraging Digitalization and educating customers for effective and quick resolutions customer requirements
• Ensure achievement of overall Targets by generating business and cross sales
• Lobby Management and Branch administration for creating error free environment and ensure that all the processes as laid out by the bank are followed properly without any deviations with proper supervision in branch
• Ensuring Month on month surprise verification on physical checking of cash, instruments, Jewell loan report and other branch stocks
• Updating VRM callings of portfolio on daily basis and generate new CRM leads, which effects the book size of Branch with High Quality and Wealth Customers

Deputy Manager – II (RM) - ICICI BANK LTD

(2021-09 - 2025-09)

• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints
• Ensuring high quality service and Customer Relationship Management
• More focus on encouraging Digitalization and educating customers for effective and quick resolutions customer requirements
• Ensure achievement of overall Targets by generating business and cross sales
• Lobby Management and Branch administration for creating error free environment and ensure that all the processes as laid out by the bank are followed properly without any deviations with proper supervision in branch
• Ensuring Month on month surprise verification on physical checking of cash, instruments, Jewell loan report and other branch stocks
• Updating VRM callings of portfolio on daily basis and generate new CRM leads, which effects the book size of Branch with High Quality and Wealth Customers

SALES Executive - HDB (HDFC BANK LTD)

(2017-10 - 2021-06)

• Achieved Targets as per scheduled
• Best feedback from the clients in resolving their issues regarding credit cards, personal loans home loans
• Best target achiever in the whole team

MBA - Finance - Accord Business School Tirupathi

B.com - computers - Emeralds Degree college Tirupathi

Intermediate - Emeralds junior college Tirupathi

Class X - Infant Jesus school