GAYATRI BAKKANNAVAR
Bangalore
Summary
Caring and friendly client service professional with more than 8 years experience in financial products and B2B process with team handling. Excited about the prospect of working with reputed company to improve the client experience and increase retention through quick resolution of any client concerns.
Overview
9
9
years of professional experience
Work History
Manager -Investment
Aurum WiseX
Bangalore, Karnataka
01.2024 - 06.2024
- Acquire new HNI clients for Fractional Ownership investments
- Building AUM of pre leased commercial real estate, AIF, PMS and fractional CRE products through channel partners and HNI clients.
- Service existing investors portfolio and generate references.
- Ensure delivery of veries MIS report as per requirement.
Senior Manager
Wealthy.in
04.2021 - 08.2023
- With B2B process, getting business done from team who handles wealth partners with training them in financial products like Mutual fund, corporate FD, Pre IPO, Insurance, PMS and Many more Products
- Developed and implemented digital marketing plans to drive sales, Profits and brand objective
- Developing and implementing plans and strategies
- Maintain and Expand Clients/Channel Partners relationships
- Delegating responsibilities to team members according to their expertise
- Resolving internal conflicts and boosting up the team's morale
- Using key metrics means input and out put to keep the track of team progress
- Coordinate with internal and external stakeholders on aligned and ease process
- Preparing daily sales MIS and publications
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches
- Provided strong leadership to enhance team productivity and morale.
Assistant Manager
ICICI Securities
07.2018 - 12.2020
- Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group
- Offering Hand On assistance to clients, assessing need and maintaining current knowledge of consumer preferences
- Understand their protection and investment needs
- Generate repeated business through exceptional client service and responded to clients concerns with friendly knowledgeable service
- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
Digital Relationship Manager
Intelenet Global Services PVT LTD
04.2017 - 06.2018
- One point of contact for Axis Bank Retail Customers
- Develop and Maintain Client Relationships
- Have to make or attend customers call
- Have to sell banking products (Inside sale)
- Be the single point of contact for the allocated customers.
Personal Financial Advisor
Indian Money.com
08.2015 - 02.2017
- Educate clients on varies financial matters and provide professional recommendations on investment opportunities
- Provide information regarding product/service in an engaging manner
- Answer all customer questions honestly and accurately
- Take relevant notes on all calls for future use and enter into database.
Education
MBA - Finance
Skills
- Building key strategic relationships and follow
- Passion for Financial Planning and Wealth Market Research Capabilities
- Successful Team Leadership
- Team Training & Mentoring
Timeline
Manager -Investment
Aurum WiseX
01.2024 - 06.2024
Senior Manager
Wealthy.in
04.2021 - 08.2023
Assistant Manager
ICICI Securities
07.2018 - 12.2020
Digital Relationship Manager
Intelenet Global Services PVT LTD
04.2017 - 06.2018
Personal Financial Advisor
Indian Money.com
08.2015 - 02.2017
MBA - Finance
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