Hi, I’m
Jesley Fernandes
Banker
Goa
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
years of professional experience
6
years of post-secondary education
Work History
Indusind Bank Goa
Relationship Manager
08.2022 - Current
Job overview
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Idfc First BankGoa
Deputy Acquisition Manager
08.2021 - 08.2022
Icici Prudential Life InsuranceGoa
Financial Services Associate
03.2020 - 08.2020
Job overview
- Promoted and marketed finance and security products to customers.
- Developed investment and insurance programs and prepared sales presentations.
- Proposed investment products to customers.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Advised clients on favorable investment opportunities to meet established financial goals.
Gesto Culinary & Hospitality AcademyGoa
Marketing Executive
02.2017 - 01.2020
Job overview
- Developed and executed marketing programs and general business solutions resulting in increased company exposure, customer traffic and elevated sales numbers.
- Launched marketing activities for new product lines and market penetration.
- Developed innovative and targeted collateral to support overall branding objectives.
- Planned and executed events and marketing programs to increase qualified leads.
- Identified value propositions and key messages for company marketing campaigns.
- Traveled to promote current programs and drive marketing through trade shows and industry conferences.
- Completed and submitted monthly and yearly reports to support executive decision making.
Education
Dharwad UniversityKarwar Karnataka
Bachelor Of Commerce from Marketing
06.2014 - 05.2017
Gesto Culinary & Hospitality AcademyGoa
Bachelor Of Tourism Studies from Hotel Management
07.2013 - 05.2016
Skills
Banking
Investment and Wealth Planning
Client Relationships
Written and verbal communication
Product knowledge
Sales expertise
Financial Advising
Fluent in English
Financial planning processes
Timeline
Relationship Manager
Indusind Bank
08.2022 - Current
Deputy Acquisition Manager
Idfc First Bank
08.2021 - 08.2022
Financial Services Associate
Icici Prudential Life Insurance
03.2020 - 08.2020
Marketing Executive
Gesto Culinary & Hospitality Academy
02.2017 - 01.2020
Dharwad University
Bachelor Of Commerce from Marketing
06.2014 - 05.2017
Gesto Culinary & Hospitality Academy
Bachelor Of Tourism Studies from Hotel Management
07.2013 - 05.2016