Kevin Marshall
Portland, USA · +91 90000 00202 · kevin.marshall@example.com
Summary
Relationship manager with 6 years of experience in private banking and wealth products. Manage a portfolio of 120 high-net-worth clients and consistently exceed revenue targets.
Experience
Senior Relationship Manager, Northern Star Bank
Portland, USA · Feb 2022 to Present
- Managed a portfolio of 120 clients with combined assets of $11 million and an annual retention rate of 97%.
- Exceeded the yearly revenue target by 18% through mutual fund, insurance and loan cross-sales.
- Won 22 new high-value accounts through referrals and business events.
- Kept the portfolio's compliance score at 100% across 4 audits.
Relationship Manager, Punjab Capital Bank
Ludhiana · Jun 2018 to Jan 2022
- Built a base of 80 premium clients and grew their assets under management from $2.4 million to $4.9 million.
- Sourced home and business loans worth $1.4 million for existing customers.
- Presented investment options to clients in 60+ meetings a year.
Education
MBA, Finance, Pacific University, Portland, USA (2016 to 2018) · CGPA 8.2/10
Skills
Portfolio management · Cross-selling · Client acquisition · Mutual funds and insurance · Lending products · KYC and compliance · Negotiation · CRM tools · Presentations · Spanish, German and English
Certifications
- NISM Series V-A Mutual Fund Distributors, NISM (2019)