Harrison Kumar

• Worked towards achieving team targets for account opening, asset management investment, and private wealth management investment.

• Collaborated with team members to develop strategies and tactics to meet and exceed targets.

• Utilized market research and analysis to identify potential investment opportunities and recommend suitable investment options to clients.

• Provided guidance and support to clients in managing their assets and making informed investment decisions.

• Monitored and evaluated the performance of investments to ensure they align with clients’ goals and objectives.

• Regularly communicated with clients to provide updates on their investments and address any concerns or questions they may have had.

• Executed high-value real estate transactions, selling a portfolio of 100+ properties, generating 3.5 Billion LKR revenue.
• Conducted market surveys to stay competitive and informed about housing regulations for strategic advantage.
• Led a motivated sales team, setting ambitious yet achievable sales goals and implementing incentive programs.
• Oversaw recruitment and training of sales staff, providing necessary tools and skills for successful sales.
• Managed CRM systems, generating reports for valuable insights into sales operations and optimizing business strategy.
• Facilitated SNP agreement process, collaborating with Legal Team for accurate documentation.
• Actively participated in industry meetings, seminars, and conferences for professional development and networking.
• Maintained strong relationships with repeat clients, ensuring satisfaction and fostering future business opportunities.

• Drove successful sales and marketing strategies, achieving operational goals and boosting revenue growth.
• Led high-performing teams exceeding targets through recruitment, training, and coaching.
• Executed comprehensive marketing plans, enhancing brand visibility and engagement.
• Maintained strong key account relationships, delivering personalized customer experiences.
• Expanded industry knowledge through professional development and conferences.
• Utilized data-driven decision-making for market analysis and business strategy.
• Successfully launched new sales plans and advertising campaigns, enhancing brand reputation.
• Cultivated a collaborative culture and continuous learning within the team.

• Conducted daily telecalls, consistently exceeding call-out, contact rate, and sales visit parameters.
• Driving personal loans, credit cards, and account openings.
• Championed performance improvements, ensuring excellence in team performance indicators and standards.
• Scrutinized personal productivity reports, implementing corrective actions for continuous improvement.
• Cross-sold banking products including loans, credit cards, and deposit accounts.
• Represented the bank at events, contributing to promotion and branding of products and services.
• Maintained high customer satisfaction, leading to referrals and strengthened relationships.

• Led efficient cheque processing, boosting customer satisfaction.
• Managed cheque return register, enhancing customer communication.
• Resolved Bancassurance documentation discrepancies, safeguarding data integrity.
• Forecasted clients' insurance requirements, fortifying financial security.
• Negotiated with underwriters for best policies, delivering superior value.
• Orchestrated complex insurance cover arrangements, securing client benefits.
• Designed and implemented automated channel operations, elevating customer experience.