AKHILESH SHESHNATH YADAV
Relationship Manager
Summary
Business-driven Relationship Managers always find successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 2 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision-making skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
3
3
Languages
Work History
Relationship Manager
Nippon India Mutual Fund
Mumbai
2021.10 - Current
- Achieved goals for the sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Facilitated workshops and seminars to educate customers on product features and benefits.
- Handling all banks related to business
Relationship Officer
Bank Of Baroda (Of Role)
Mumbai
2019.02 - 2021.10
- Retained and grew a portfolio of relationships by performing proactive, mobile and value-adding partnership roles.
- Monitored, followed up and escalated cases to meet customer response commitments.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Worked with clients to address and respond to client and partnership management issues.
- Facilitated meetings and discussions between clients, and sales and delivery teams.
Agent
Edelweiss Life Tokio Insurance
Mumbai
2017.07 - 2019.02
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Obtained underwriting approval by completing an application for coverage.
Education
SSC -
Yogiraj Shree Krishna Vidhyalaya
Mumbai 2013.05 - 2014.03
HSC - Commerce
Prerna College
Mumbai 2014.05 - 2016.02
B.Com - Commerce
DR. Patil University
Mumbai 2017.05 - 2023.03
Skills
Customer portfolio management
Client Relationships
Product knowledge
Basic Excel
Timeline
Relationship Manager
Nippon India Mutual Fund
2021.10 - Current
Relationship Officer
Bank Of Baroda (Of Role)
2019.02 - 2021.10
Agent
Edelweiss Life Tokio Insurance
2017.07 - 2019.02
B.Com - Commerce
DR. Patil University
2017.05 - 2023.03
HSC - Commerce
Prerna College
2014.05 - 2016.02
SSC -
Yogiraj Shree Krishna Vidhyalaya
2013.05 - 2014.03