Gijimary Cj
Kochi
Summary
Resourceful Branch Banking Relationship Officer known for high productivity and efficient task completion. Specialize in customer relationship management, financial product sales, and regulatory compliance. Excel in communication, problem-solving, and adaptability to meet client needs and achieve financial objectives.
Overview
16
16
years of professional experience
Work History
Branch Banking Relationship Officer
Axis bank
KOCHI
08.2025 - Current
- Cultivated strong customer relationships through proactive communication and personalized service.
- Processed customer transactions efficiently using banking software systems.
- Educated customers on banking products to enhance their financial literacy and satisfaction.
- Responded to customer inquiries regarding products, services, and account information.
- Assisted customers with opening new accounts, updating existing accounts, and closing accounts as needed.
- Assisted in developing processes that improved operational efficiency within the branch.
- Processed customer transactions such as deposits, withdrawals, loan payments, and transfers in a timely manner.
Financial Literacy Counselor
Dhanlaxmi Bank
01.2021 - 10.2021
- Conducted financial literacy workshops for diverse community groups.
- Developed customized financial education materials for clients' unique needs.
- Provided one-on-one counseling sessions to enhance clients' budgeting skills.
Relationship Associate
Max Life Insurance Co Ltd
06.2019 - 07.2020
- Managed client relationships to ensure satisfaction and retention.
- Assisted in policy processing and documentation for new clients.
- Analysed client financial statements to offer tailored advice and products.
- Developed and executed strategies for customer retention and acquisition.
- Provided expert financial advice to clients, enhancing their decision-making process.
Senior Relationship Manager
Pramerica Life Insurance Co Ltd
11.2017 - 07.2018
- Managed key client relationships for Pramerica Life Insurance Co Ltd.
- Developed tailored insurance solutions for diverse customer needs.
- Facilitated client meetings to discuss policy options and coverage details.
- Interacted with customers and worked closely to resolve issues.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
- Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
Senior Agency Manager
Bajaj Allianz Life Insurance Co Ltd
11.2015 - 11.2017
- Managed client relationships, ensuring satisfaction through quality service delivery.
- Maintained an up-to-date knowledge of industry trends as well as governmental regulations impacting the organization's operations.
- Resolved escalated customer inquiries while maintaining a positive attitude at all times.
Relationship Manager
Aditya Birla Sun Life Insurance
06.2010 - 04.2013
- Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
- Guided clients through insurance products tailored to their individual needs and goals.
- Conducted regular follow-ups to ensure client satisfaction and address any concerns.
- Implemented strategies aimed at improving overall customer satisfaction levels.
Education
Bcom - Taxation
04.2013
Skills
- Customer Service
- Customer relationship management
- Financial product knowledge
- Operational efficiency improvement
- Transaction processing
- Client satisfaction strategy
- Leadership
- Presentation Skills
- Positive Attitude
- Teamwork
- Problem solving
- Policy documentation
- Time management
- Portfolio management
- Banking operations
- Financial literacy education
Accomplishments
Create MDRT 2016
References
- Reejus Thomas, Branch Manager, Aditya Birla Sunlife Insurance Co Ltd, 9847019854
- Sunil Padmanabhan, Regional Sales Manager, Pramerica Life Insurance, 9387603910
- Bijesh, Area Sales Manager, Max Life Insurance, 9633777321
- Prasanth P, Branch Manager, Dhanlaxmi Bank, 09400586310
Hobbies and Interests
- Watercolor painting
- Music
- Drawing
- Arts and crafts
Personal Information
Gender: Female
Languages
- English
- Hindi
- Malayalam
- English
- Hindi
Language
Englis
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Malayalam
Upper Intermediate (B2)
B2
Timeline
Branch Banking Relationship Officer
Axis bank
08.2025 - Current
Financial Literacy Counselor
Dhanlaxmi Bank
01.2021 - 10.2021
Relationship Associate
Max Life Insurance Co Ltd
06.2019 - 07.2020
Senior Relationship Manager
Pramerica Life Insurance Co Ltd
11.2017 - 07.2018
Senior Agency Manager
Bajaj Allianz Life Insurance Co Ltd
11.2015 - 11.2017
Relationship Manager
Aditya Birla Sun Life Insurance
06.2010 - 04.2013