KALIDINDI VENKAT VINEET
BANGALORE
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Wealth Manager
INDUSIND BANK LTD
11.2022 - Current
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Assisted clients with budgeting and cash flow management.
- Researched and evaluated potential investment products for clients.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Helped clients make informed decisions about financial future.
Relationship Manager
HDFC BANK LTD
11.2016 - 12.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- 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.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
CUSTOMER SERVICE OFFICER
AXIS BANK LTD
07.2014 - 01.2016
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Provided primary customer support to internal and external customers.
- Cross selling of various bank products like Mutual Funds, Life Insurance, General Insurance.
- Responding to transaction triggers generated by COSMOS(a centrally operated monitoring surveillance system).
- Updated account information to maintain customer records.
- Tracked customer service cases and updated service software with customer information.
Education
MBA - MARKETING & FINANCE
GITAM INSTITUTE OF MANAGEMENT
VISAKHAPATNAM03.2014
Bachelor of Technology - Computer Science
CHAITANYA ENGINEERING COLLEGE
VISAKHAPATNAM04.2011
Skills
- Sales Team Development
- Consultative Selling Techniques
- Client Acquisition
- Customer Needs Assessments
- Managing Wealth
- High Net Worth Individuals Marketing
- Portfolio Diversification
- Lead Prospecting
- Client Contact
- Business Development
Accomplishments
- Supervised team of 6 staff members, trained and motivated to fulfill their KRA to earn incentives.
- Repeatedly received recognition from superiors for excellence in service.
- Achieved 200% of acquisition targets through effective planning and quality client acquisitions.
- Received GOLD medal in acquisition contest.
Languages
English
Telugu
Hindi
Kannada
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Wealth Manager
INDUSIND BANK LTD
11.2022 - Current
Relationship Manager
HDFC BANK LTD
11.2016 - 12.2021
CUSTOMER SERVICE OFFICER
AXIS BANK LTD
07.2014 - 01.2016
MBA - MARKETING & FINANCE
GITAM INSTITUTE OF MANAGEMENT
Bachelor of Technology - Computer Science
CHAITANYA ENGINEERING COLLEGE
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