Jyesta Venkatesh
Relationship Manager NRI
Bangalore
Summary
Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Relationship Manager NR
IDFC FIRST BANK
Banglore
02.2022 - Current
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Handle multiple branch and educate the branch member on NR and guide them to achieve their goals.
Privilege Banker
ICICI BANK LTD
Bangalore
10.2019 - 01.2022
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Maximized revenue through improved sales techniques and branch productivity.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Education
Post Graduation Diploma in Banking - Banking
Manipal University
Bangalore 02.2019 - 01.2020
Bachelor of Engineering - Electronics And Communications Engineering
K S School of Engineering And Management
Bangalore 06.2014 - 09.2018
Skills
Compliance, banking laws and regulations
Investment banking services
MS Excel
Customer Relationship Management Software (CRM)
Background in mutual funds, stocks, bonds and investments
Accomplishments
- "NRI SUPER STAR" Certificate for NRI Business
- Top Performer of the region in the FY 2020-21
- Qualified a regional contest on Life insurance and had lunch with Zonal
Certification
IRDA CERTIFIED
Timeline
Relationship Manager NR
IDFC FIRST BANK
02.2022 - Current
Privilege Banker
ICICI BANK LTD
10.2019 - 01.2022
IRDA CERTIFIED
09-2019
AMFI Certified by NISM
05-2019
Post Graduation Diploma in Banking - Banking
Manipal University
02.2019 - 01.2020
Bachelor of Engineering - Electronics And Communications Engineering
K S School of Engineering And Management
06.2014 - 09.2018