AVINASH J
Madurantakam
Summary
Dynamic Junior Relationship Officer at Axis Bank Ltd, adept at leveraging CRM software and relationship building to enhance client satisfaction and loyalty. Successfully facilitated financial planning seminars, driving engagement and improving service delivery. Recognized for strong problem resolution skills, consistently delivering tailored financial advice and fostering long-term client relationships.
Overview
2
2
years of professional experience
Work History
Junior Relationship Officer
Axis Bank Ltd
Chennai
01.2023 - Current
- Analyzed client data to identify opportunities for cross-selling products and services.
- Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
- Opened new accounts, collected client documentation and processed transactions.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
- Facilitated financial planning seminars and workshops for clients.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Analysed client financial statements to offer tailored advice and products.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Education
Bachelor of Science -
APOLLO ART'S AND SCIENCE COLLEGE
CHENNAI GUDUVANCHERY04-2022
HIGHER SECONDARY -
ST JOSEPH'S HR SEC SCHOOL
PAVUNJUR 03-2019
S.S.L.C -
R C HIGH SCHOOL
GANDHINAGAR MADURANTAKAM 03-2017
Skills
- Microsoft Office
- Photo shop
- Technical proficiency
- Tally
- Marketing research
- Good work ethic
- Problem Resolution
- Customer relationship management
- Planning and organizing
- Quality control
- Training and Development
- Relationship building
- Team management
- Customer service
- Organizational skills
- Multitasking
- Networking
- Lead generation
- Prospecting
- Regulatory compliance
- Inbound call management
- Customer inquiries
- CRM software
- Document preparation
- Investment advising
- Financial planning
- Banking software
- Client confidentiality
- Market understanding
- Loan document preparation
- Process improvement
- Loan processing
- Digital banking platforms
Languages
- Tamil
- English
Personal Information
Nationality: Indian
Languages
Tamil
First Language
English
Beginner
A1
Accomplishments
- Star Performance Award-2024
Timeline
Junior Relationship Officer
Axis Bank Ltd
01.2023 - Current
Bachelor of Science -
APOLLO ART'S AND SCIENCE COLLEGE
HIGHER SECONDARY -
ST JOSEPH'S HR SEC SCHOOL
S.S.L.C -
R C HIGH SCHOOL
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