Anil M
Petechamanahalli
Summary
To obtain a position that emphasizes growth, creativity and analytical thinking in the area of emerging technology or improvement of existing technology. And to secure a challenging position in an organization to expand my learnings, knowledge, and skills
Overview
3
3
years of professional experience
Work History
Assistant Manager
Axis Bank
Banglore
10.2023 - 03.2025
- The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling
- The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements
- Provide financial solutions to the NRI customers while maintaining high service standards
- Maintain a complete customer profile including the risk profile, demographics and assets in the bank
- Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Review the inflows and outflows in the mapped NRI accounts
- Acquire new customers by converting referral leads generated through existing clients
- Achieve targets as assigned by the organization on a monthly basis
COP Officer
HDFC Bank
Banglore
12.2022 - 09.2023
- Advise customers on bank services for their needs Loans, Insurance, Investments and credit cards
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to in-house financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Help customers understand what is happening with their money and to feel confident in the bank's ability to help
- Meet with manager to set and exceed sales goals for a diverse customer base
- Maintain professional appearance and behavior for customers at all times
- Help customers open and manage their bank accounts and finances
- Resolving client queries and complaints
- Verifying bank account details upon client request
Jr. Officer - Classic on Phone
HDB Financial Services
Banglore
09.2021 - 12.2022
- Advise customers on bank services for their needs Loans, Insurance, Investments and credit cards
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to in-house financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Help customers understand what is happening with their money and to feel confident in the bank's ability to help
- Meet with manager to set and exceed sales goals for a diverse customer base
- Maintain professional appearance and behavior for customers at all times
- Help customers open and manage their bank accounts and finances
- Resolving client queries and complaints
- Verifying bank account details upon client request
Education
B.COM -
Sri Gokul College
kolar11.2020
X II -
Sri Gokul College
kolar03.2017
X -
Bhapuji High School
kolar04.2015
Skills
- MS Office
- MS Excel
- MS Word
- Windows
- Quick Learner
- Leadership Abilities
- Critical Thinking
Hobbies and Interests
- Reading books
- Playing outdoor games
- Travelling
Awards
- Best performer in Unsecured loans, 02/23/24, HDFC bank
- Q4 Top performer in LI, 03/07/24, HDFC bank
- Rise to Glory Feb-2024 ,AXIS bank
- Award of Excellence from Axis Max life Q2 2024-25
Languages
- English
- Hindi
- Kannada
- Telugu
- Tamil
Timeline
Assistant Manager
Axis Bank
10.2023 - 03.2025
COP Officer
HDFC Bank
12.2022 - 09.2023
Jr. Officer - Classic on Phone
HDB Financial Services
09.2021 - 12.2022
B.COM -
Sri Gokul College
X II -
Sri Gokul College
X -
Bhapuji High School
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