Summary
Overview
Work History
Education
Skills
Timeline
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ANISH H

ANISH H

Relationship Manager
VATTIYOORKAVU TRIVANDRUM

Summary

Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Spearheaded a team of 12 associates by building enthusiasm and adapting feedback.
Actively monitored key performance metrics, identified challenges, and created new solutions applying proven problem-solving techniques.

Overview

5
5
years of professional experience
4
4
years of post-secondary education

Work History

Relationship Manager

ICICI BANK
TRIVANDRUM
01.2023 - Current
  • Offer the prospect or existing customer the complete range of products
  • Keep in touch with customers to ensure that their policy service requests are managed properly
  • Process insurance policy applications, renewals, and cancellations
  • Conduct risk assessments and determine appropriate insurance premiums
  • Respond to customer inquiries and resolve any issues or complaints
  • Maintain accurate and up-to-date client records in the database
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Manage team of executives responsible for selling Asset Product
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and managed relationships with vendors to establish cost-effective products and services.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Business Development Manager

BYJUS
BANGLORE
04.2019 - 12.2022
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Generated new business with marketing initiatives and strategic plans.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
  • Created reported and presentation detailing business development activities
  • Manage Team members responsible for the given product
  • Resolved problems with customers to maintain relationships and increase return customer base.

Relationship Associate

YES BANK
TRIVANDRUM
02.2018 - 03.2019

•Handling Retail Asset,General Insurance,Savings Account.

• Examine the claim and verify insurance eligibility.

• Follow up on insurance claim status,resolve denials and rejections.

• Obtain information from policy holders to verify the accuracy and completeness of information on claims forms.

• Process and record new insurance policies and claims.

• Calculate premium using insurance rate standards.

• Identifying, Analyzing and resolving customer and client processing problems or errors ,regarding insurance claims,Loan queries.
• New Client Acquisition and Business generation of Motor Insurance, Personal loan and Accounts.
• Supporting processing functions such as issuing insurance policies of customers.
• Communicating with external clients as well as internal department.

  • Prospected and generated leads through networking, referrals, and cold calling
  • Presented insurance options to potential clients and explained policy features and benefits
  • Prepared and delivered quotes to clients based on their specific needs
  • Collaborated with underwriters to negotiate policy terms and conditions
  • Assisted clients in filing insurance claims and facilitated the claims process
  • Build and Maintain Relationship with Existing Customers.

Education

B TECH - Computer Science

Lourdes Matha College of Science & Technology
Trivandrum
03.2010 - 04.2014

Skills

Analytical thinking and problem-solving abilities

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Timeline

Relationship Manager

ICICI BANK
01.2023 - Current

Business Development Manager

BYJUS
04.2019 - 12.2022

Relationship Associate

YES BANK
02.2018 - 03.2019

B TECH - Computer Science

Lourdes Matha College of Science & Technology
03.2010 - 04.2014
ANISH HRelationship Manager