Lakshmanan Balamani
Current
Banker
Education
MBA Finance
Lakshmanan Balamani ’s experience
Relatinship Manager
at
HSBC
, Bangalore
Working/Currently
• Building the PVA client base while increasing the wallet
share of the customer with HSBC. Have to achieve this by adding
NTB clients, building strong relationships with
customers. • Successfully selling investment and insurance
products and driving cross sell of the bank’s products to
customers. • Selling of Mutual Funds/ Insurance products to
achieve targets through referrals and mapped
base. • Maintaining records of all customers with proper
documentation. • AMFI certified.
share of the customer with HSBC. Have to achieve this by adding
NTB clients, building strong relationships with
customers. • Successfully selling investment and insurance
products and driving cross sell of the bank’s products to
customers. • Selling of Mutual Funds/ Insurance products to
achieve targets through referrals and mapped
base. • Maintaining records of all customers with proper
documentation. • AMFI certified.
Lakshmanan Balamani ’s education
MBA [Finance],
IBMR [Currently,Studying]
, bangalore
Lakshmanan Balamani ’s additional information
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