EDWIN R THATTIL
Palakkad,KL
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with Five years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager-NR
KOTAK MAHINDRA BANK
08.2022 - Current
- Cross selling of banks financial products- Lons, Mutual funds, Life insurance.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in industry events and trade shows to promote products and services.
Relationship Manager-NR
AXIS BANK
04.2021 - 08.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Customer Service Officer
AXIS BANK
09.2019 - 03.2021
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Handled banking operations like Re-kyc, Clearing, CMS, Salary Payments, Bulk payments,corporate banking services, Forex transactions,verifying vouchers, Bank cheques, RTGS, NEFT, Fund transfers etc. in banking software to comply with maker-checker concept.
Education
Post Graduate Diploma in Banking And Services -
Manipal Academy of Banking
Bengaluru, India12.2019
Master of Commerce - Marketing
Bharathiyar University
Coimbatore, India08.2017
Post Graduate Diploma in Computer Application
RUTRONIX
Palakkad, India01.2017
Bachelor of Commerce - Accounting And Computer Science
Calicut University
Palakkad, India05.2014
Skills
Relationship building and management
Excellent Communication
Customer Portfolio Management
Investment and Wealth Planning
Financial Advising
Customer Service
Certification
- IRDAI
- NISM-Mutual Fund and Depository Operations
Timeline
Relationship Manager-NR
KOTAK MAHINDRA BANK
08.2022 - Current
Relationship Manager-NR
AXIS BANK
04.2021 - 08.2022
Customer Service Officer
AXIS BANK
09.2019 - 03.2021
Post Graduate Diploma in Banking And Services -
Manipal Academy of Banking
Master of Commerce - Marketing
Bharathiyar University
Post Graduate Diploma in Computer Application
RUTRONIX
Bachelor of Commerce - Accounting And Computer Science
Calicut University
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