EDWIN R THATTIL
PALAKKAD
Summary
Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management, and team leadership. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth. Dedicated and innovative professional with strong leadership skills and many years of experience in product development and marketing. Bringing expertise in markets and demonstrated aptitude for market research and promotional planning.
Overview
6
6
years of professional experience
8071
8071
years of post-secondary education
1
1
Certification
Work History
INSIGNIA Relationship Manager -NR
RBL Bank
THRISSUR
10.2025 - Current
- Cultivated strong relationships with high-net-worth clients, enhancing customer loyalty and retention through personalized financial solutions.
- Developed tailored investment strategies by analyzing client portfolios, resulting in improved asset allocation and risk management.
- Led cross-functional teams to implement new digital banking initiatives, increasing service efficiency and client satisfaction.
- Conducted comprehensive market analyses to identify emerging trends, informing strategic decisions and optimizing client offerings.
- Facilitated client onboarding processes, ensuring compliance with regulatory standards and enhancing client experience from the outset.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Product Sales Manager
KOTAK MAHINDRA BANK
Palakkad, Thrissur, Malappuram
07.2024 - 10.2025
- Working with branch and sales channels for NR Acquisition.
- Executing marketing plans and reward programs.
- Get in touch with HNI clients and own up targets for CASA, TD, FCNR, FX. Share strategic plans and business analysis with Area managers and RBM to make decisions in terms of enhanced focus to meet targets.
- Performed competitive analysis of other companies' products in the same market.
- Organized trade shows, conventions, seminars, webinars. to promote products or services.
- Provided training for new hires on product knowledge, sales processes, and customer service techniques.
Relationship Manager- NR
Kotak Mahindra Bank
Palakkad, Thrissur, Malappuram
08.2022 - 06.2024
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Analysed client financial statements to offer tailored advice and products.
- Developed and executed strategies for customer retention and acquisition.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects.
Relationship Manager-NR
AXIS BANK
Tirur
04.2021 - 08.2022
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Maintained accurate records of all client interactions within the company's CRM system.
- Collaborated with internal teams to create customized financial solutions for clients.
Customer Service Officer
Axis Bank
Tirur
09.2019 - 03.2021
- Provided customer service in a courteous and professional manner.
- Handled banking operations like Re-KYC, Clearing, CMS, Salary Payments, Bulk Payments, forex transactions, verifying vouchers, Bank cheques, RTGS, NEFT, Fund transfers, etc. In banking software, to comply with the maker-checker concept.
Education
CWM - CWM
AAFM
06.2025 - 02.2026
Post Graduate Diploma in Banking And Services - Banking
Manipal Academy of Banking
BengaluruMaster of Commerce - Marketing
Bharathiyar University
CoimbatorePost Graduate Diploma in Computer Application -
Rutonix
PalakkadBachelor of Commerce - Computer Application
Calicut University
PalakkadSkills
- Customer Portfolio Management
- Customer Engagement
- Revenue Growth
- Client Relationship Management
- Customer Acquisition
- Investment strategy development
- Market analysis
- Risk management
- Customer retention strategies
- Digital banking initiatives
- Client onboarding processes
Certification
- IRDAI
- NISM-Mutual Fund and Depository Operations
Languages
English
Proficient
C2
Malayalam
Proficient
C2
Hindi
Beginner
A1
Timeline
INSIGNIA Relationship Manager -NR
RBL Bank
10.2025 - Current
CWM - CWM
AAFM
06.2025 - 02.2026
Product Sales Manager
KOTAK MAHINDRA BANK
07.2024 - 10.2025
Relationship Manager- NR
Kotak Mahindra Bank
08.2022 - 06.2024
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 - Banking
Manipal Academy of Banking
Master of Commerce - Marketing
Bharathiyar University
Post Graduate Diploma in Computer Application -
Rutonix
Bachelor of Commerce - Computer Application
Calicut University