Bharathwaj Ramakrishnan
Relaionship Executive
Chennai
Summary
Dynamic Relationship Executive at Bajaj Capital with a proven track record in enhancing client satisfaction and driving business growth. Skilled in persuasion techniques and relationship building, I excel at identifying opportunities and delivering tailored financial solutions, ensuring clients achieve their goals while fostering long-term partnerships.
Overview
1
1
year of professional experience
2
2
Certifications
Work History
Relationship Executive
Bajaj Capital
09.2024 - Current
- Contributed to the growth of the business by identifying new opportunities and potential clients through market research.
- Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Managed a diverse portfolio of clients, ensuring their financial goals were met or exceeded through personalized recommendations and solutions.
- Conducted comprehensive needs assessments for clients, identifying areas of opportunity for additional products or services within their portfolios.
Education
Master of Commerce - Commerce
Guru Nanak College
Chennai, India 04.2001 -
Bachelor of Commerce - Commerce
Guru Nanak College
Chennai, India 04.2001 -
HSC - Commerce, Accounting, Economics, Business Maths
Sri Ahobila Math Oriental Higher Secondary School
Chennai, India 04.2001 -
SSLC -
Baba Matriculation School
Chennai, India 04.2001 -
Skills
- Tally ERP 9
- Microsoft Word, Excel, Powerpoint
Certification
Mutual Fund Distributor, NISM V A
Timeline
Integrated Diploma in Wealth Management, International College of Financial Planning - 6 Months
12-2024
Mutual Fund Distributor, NISM V A
11-2024
Relationship Executive
Bajaj Capital
09.2024 - Current
Master of Commerce - Commerce
Guru Nanak College
04.2001 -
Bachelor of Commerce - Commerce
Guru Nanak College
04.2001 -
HSC - Commerce, Accounting, Economics, Business Maths
Sri Ahobila Math Oriental Higher Secondary School
04.2001 -
SSLC -
Baba Matriculation School
04.2001 -
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