Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Certification
Work Availability
Timeline
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
JAYA PRASANTH

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 INDIA
Coimbatore

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 INDIA
Bengaluru

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 MANAGEMENT
POLLACHI

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
swipe to browse

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
JAYA PRASANTHRELATIONSHIP MANAGER WEALTH