BHARATH S
Bangalore
Summary
Accomplished relationship management professional with a strong track record of building and sustaining productive client and business partner relationships. Recognized for a strategic and client-centric approach that drives business growth and enhances customer satisfaction. Committed to contributing to organizational success through innovative and collaborative efforts.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Trading Services Analyst
IG Group
1 2022 - 11.2022
- Addressing queries from international client base on all products (i.e., CFD, spread bet, Share dealing etc.) and multiple trading platforms
- Investigate trade related queries from rejected orders, trading related charges and stops limits execution
- Perform administrative tasks for clients across range of areas including fair amount of payment related queries, generating tax statements, reactivating accounts and transfers of accounts into IG
- Provide first line technical support for IT related issues both for platform and charts
- Interact with non-client facing departments in order to resolve client queries and provide accurate service.
Relationship Manager - Deposits
PNB Housing Finance Ltd
Bangalore
11.2018 - 08.2021
- Mobilizing Fixed deposits & Corporate Deposits for Branch
- Training & development of Direct Sales Team on deposits
- Adept at acquiring corporate relations and institutional funds directly and through channeled sources
- Build strong network of Business Partners & generate faster TAT for deal closures
- Building strategic relationship with Business partners assisting them and driving them towards company goals
- Managing end-to-end sales lifecycle
- Monitoring quality revenue and processes consistently in Relationship Managers portfolio
- Managing internal and external customer relationships to ensure customer satisfaction.
Equity Advisor
JM Financial Services Ltd
10.2017 - 10.2018
- Advising clients with regards to their Investments in Equity & Derivatives Segment
- Increasing business & profitability of capital market group by marketing/selling targeted products to existing customers and create new clients by effective networking & customer relationship management
- Managing key relationships with HNI clients
- Cross sell of Mutual Funds & NCD's.
Equity Advisor
Edelweiss Broking Ltd
08.2016 - 09.2017
- Advising clients with regards to their Investments in Equity & Derivatives Segment
- Increasing the business & profitability of the capital market group by marketing/selling targeted products to existing customers and create new clients by effective networking & customer relationship management
- Managing key relationships with HNI clients
- Cross sell of Mutual Funds, ULIP's, PMS & NCD's.
Education
BBM -
T John Institute of Management & Science
Bangalore2013
12th(P.U.C) -
Christ College
Bangalore2010
10th (S.S.L.C) -
Poorna Pragna Education Centre
Bangalore2007
Skills
Relationship building and management
Client Engagement
Business relationship cultivation
Account Management
Service Support
Languages
English
Kannada
Hindi
Certification
Digital Marketing
Timeline
Digital Marketing
07-2024
Relationship Manager - Deposits
PNB Housing Finance Ltd
11.2018 - 08.2021
Equity Advisor
JM Financial Services Ltd
10.2017 - 10.2018
Equity Advisor
Edelweiss Broking Ltd
08.2016 - 09.2017
Trading Services Analyst
IG Group
1 2022 - 11.2022
BBM -
T John Institute of Management & Science
12th(P.U.C) -
Christ College
10th (S.S.L.C) -
Poorna Pragna Education Centre
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