ANU KALYANASUNDARAM
COIMBATORE
Summary
Detail-oriented banking professional with experience across relationship management, financial operations, insurance ,investments and loan process. Currently working as Senior Relationship Manager – Loan Counselling Operations, with strong exposure to process adherence, data analysis, SLA management, compliance, and customer settlements. Prior experience as Relationship Manager – HNI Banking, managing high-value portfolios, risk controls, and financial documentation.
Overview
2
2
years of professional experience
Work History
Senior Relationship Manager,LOAN COUNSELLOR
LEAP SCHOLAR
Coimbatore
02.2026 - Current
- Support day-to-day operational processing of education loan counselling, ensuring strict adherence to internal policies and external banking guidelines.
- Analyse financial data, credit profiles, FOIR, CIBIL, income documents, and loan eligibility metrics to support accurate decision-making.
- Manage SLA-driven processes, ensuring timely turnaround for approvals, disbursements, and issue resolution.
- Coordinate with banks, NBFCs, internal ops teams, and customers to resolve discrepancies and pending items.
- Track, follow up, and close open operational items, similar to breaks management within defined timelines.
- Prepare and maintain MIS, reconciliation-style trackers, and performance reports for management review.
- Handle customer adjustments, corrections, and settlements, ensuring compliance with documented processes.
- Participate in process improvements and change initiatives to enhance efficiency and customer experience.
Relationship Manager, Banking Operations
HDFC BANK PVT LTD
Coimbatore
03.2024 - 10.2025
- Managed a portfolio of HNI clients, handling high-value transactions, financial reviews, and service fulfilment.
- Ensured compliance with banking regulations, internal controls, and audit requirements.
- Understanding of life and pension products(Annuitues,Retirement plans and policies)
- Coordinated with operations, credit, and product teams to resolve transactional and service enquiries
- Advised customers on financial products including loans,insurance and investments.
- Policy servicing and claims processing knowledge.
- Ability to handle backend operations with accuracy.
Education
MBA - Finance And HR
Bharathiar University
Coimbatore 03-2024
Bachelor of Arts - English Literature
PSG College of Arts And Science
Coimbatore 06-2022
Skills
- Operational & Financial Reconciliations
- CRM systems
- Banking, insurance and loan processing tools
- Financial Data Analysis & Reporting
- Insurance and claims processing
- Stakeholder & Customer Management
- Process Adherence & Compliance
- Conference Calls & Escalation handling
Tools & Systems
- MS Excel (MIS, trackers, reconciliations)
- CRM & Loan Processing Systems
- Banking Core Systems (Transaction & Account Review)
- Documentation & Compliance Platforms
Behavioural and Leadership Strengths
- Strong ownership & accountability
- Analytical decision-making
- Clear communicator with customers & stakeholders
- Ability to manage tight deadlines accurately
- Continuous improvement mindset
Timeline
Senior Relationship Manager,LOAN COUNSELLOR
LEAP SCHOLAR
02.2026 - Current
Relationship Manager, Banking Operations
HDFC BANK PVT LTD
03.2024 - 10.2025
MBA - Finance And HR
Bharathiar University
Bachelor of Arts - English Literature
PSG College of Arts And Science