Eshwar Mahajan
Pune
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager
kotak mahindra bank
Pune
03.2023 - Current
- Provided expert financial advice to clients, enhancing their decision-making process.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Analysed client financial statements to offer tailored advice and products.
- Maintained accurate records of all client interactions within the company's CRM system.
Senior Sales Executive
Yes Bank Ltd
Pune
09.2021 - 02.2023
- Sourced new sales opportunities through inbound lead follow-up.
- Produced sales documents, finalized deals and filed records.
- source high value casa , and asset and investment product like , life insurance & health insurance
Sales Executive
Au Small Finance Bank
Pune
12.2019 - 09.2021
- Source, High Value, Casa.
- Assisted with customer requests and answered questions to improve satisfaction.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Education
Bachelor of Commerce - Accounting And Finance
DHARIWAL COLLEGE JAMNER
JAMNER03-2019
Senior Secondary -
DHARIWAL COLLEGE
JAMNER04-2016
Higher Secondary -
NEW ENGLISH SCHOOL
JAMNER03-2014
Skills
- confident
- Team handling
- Public speaking
- resilience
Certification
- IRDA (IC-38)Certified
PERSONAL INFORMATION
- Date of Birth: 09/06/1998
- Gender ; Male
- Nationality; Indian
- Marital Status; Married
DISCLAIMER
- I do Vouch that all necessary information is upto my knowledge
Timeline
Relationship Manager
kotak mahindra bank
03.2023 - Current
Senior Sales Executive
Yes Bank Ltd
09.2021 - 02.2023
Sales Executive
Au Small Finance Bank
12.2019 - 09.2021
Bachelor of Commerce - Accounting And Finance
DHARIWAL COLLEGE JAMNER
Senior Secondary -
DHARIWAL COLLEGE
Higher Secondary -
NEW ENGLISH SCHOOL
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