Hi, I’m
JAYA PRASANTH
RELATIONSHIP MANAGER WEALTH
Coimbatore
There are two ways to be rich: One is by acquiring much, and the other is by desiring little.
Jackie French Koller
Summary
Banking professional with a good track record successfully managing retail banking and branch operations. Customer-focused approach with the ability to resolve complex problems timely and efficiently. Experienced and progressive individual, known for expertise in building and handling operative functions effectively. Result oriented professional with 7years experience in HNI client service
Overview
5
years of professional experience
2
years of post-secondary education
2
Certifications
2
Languages
Work History
STATE BANK OF INDIACoimbatore
Relationship Manager
05.2022 - Current
Job overview
- Improve business with new clients and also develop good relationship with existing client
- Identify customer needs and provide them with right financial planning assistance
- Regular contact with all mapped clients through weekly and monthly meetings build long term relationships
- Wealth planning solution for HNI and premium customers
- Performing in Mutual fund, Bonds, and Insurance
- Increase book value and generate good revenues for organization
STATE BANK OF INDIABengaluru
Customer Relationship Manager
12.2017 - 04.2022
Job overview
- Documenting and maintaining performance reports and communicating work with all customer in wealth departments
- Monitoring overall Banking processes, identifying new customer and retaining existing customer to maximize satisfaction level
Education
WISDOM SCHOOL oF MANAGEMENTPOLLACHI
MBA from Hr & Logistics Management
08.2013 - 04.2015
Skills
Mutual Fundundefined
Accomplishments
- Crp Program'' -Conduct every month client mapped branch discussing about SBI Wealth
- Customer acquisition camping” activity every month in SBI
- Client Interaction Program” – Discussion About Current Market
Additional Information
- Career Oriented Program Certification in Banking And Insurance
Certification
Mutual fund Distributor Certification in National institute of securities market
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Relationship Manager
STATE BANK OF INDIA
05.2022 - Current
Customer Relationship Manager
STATE BANK OF INDIA
12.2017 - 04.2022
WISDOM SCHOOL oF MANAGEMENT
MBA from Hr & Logistics Management
08.2013 - 04.2015
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