Gowthami V
Executive Relationship Manager
Bengaluru
Summary
Analytical and performance-driven finance professional with over 7 years of experience in banking and financial sectors. Specializing in financial data management, reporting and compliance. Experienced in handling customer financial records, reconciliation support and working with cross functional teams to resolve discrepancies. Strong knowledge of Excel, financial analysis and operational processes with a focus on functions including reconciliations, reporting and supporting month end activities.
Overview
3
3
Languages
8
8
years of professional experience
Work History
Executive Relationship Manager
Bajaj Life at Axis Bank Channel
09.2025 - 03.2026
- Managed and monitored customer financial records and policy accounts ensuring accuracy and compliance.
- Maintained detailed records of financial activities for reporting and review.
- Assisted in reconciliation of customer accounts and resolved discrepancies with internal teams.
- Analyze financial data to support decision making and client portfolio tracking.
- Ensured adherence to RBI and IRDAI regulatory standards.
- Collaborated with internal teams to improve financial process efficiency.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
Relationship Officer
IndusInd Bank LTD (IMFS)
09.2018 - 06.2025
- Assisted with financial reporting by preparing data for month-end closure, facilitating timely and accurate report submissions.
- Analysed financial data, client records and credit histories to support decision making.
- Prepared financial reports and conducted analysis to support decision-making for internal teams.
- Maintained high accuracy in financial transaction records and CRM systems.
- Coordinated with credit and treasury teams to validate financial data and ensure compliance with documentation standards.
- Handled large volumes of financial data with strong attention to detail.
- Ensured proper documentation and compliance with financial regulations.
Education
Master of Business Administration (MBA) - Finance
Kuvempu University
Chikkamagaluru06-2023
Bachelor of Commerce (B.Com) - Accounting And Finance
MES College
Chikkamagaluru05-2017
Skills
Financial Data Analysis
Financial Reporting
Month-End Close Support
Variance Analysis
Account Reconciliation
General Ledger (GL) support
Journal entry management
Regulatory compliance
Data Accuracy and Validation
Advanced Excel skills
Financial presentations
Tally and QuickBooks
CRM and Banking Software Tools
Process Coordination
Disclaimer
I hereby declare that the information provided above is true and correct to the best of my knowledge and belief.
Timeline
Executive Relationship Manager
Bajaj Life at Axis Bank Channel
09.2025 - 03.2026
Relationship Officer
IndusInd Bank LTD (IMFS)
09.2018 - 06.2025
Master of Business Administration (MBA) - Finance
Kuvempu University
Bachelor of Commerce (B.Com) - Accounting And Finance
MES College