K Shunmugaveni
Nagercoil
Summary
Dynamic Relationship Officer with a proven track record at Unimoni Financial Services, adept at financial analysis and relationship building. Expert in crafting tailored financial solutions, enhancing client decision-making, and driving sales strategies. Recognized for delivering exceptional insurance guidance and fostering strong client relationships, resulting in increased customer satisfaction.
Overview
10
10
years of professional experience
Work History
Relationship Officer
Unimoni Financial Services Pvt ltd
12.2022 - Current
- Provided financial advice to clients based on their needs and goals.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Collaborated with other departments such as marketing, finance, and legal when necessary.
- Provided guidance and advice to clients regarding their health insurance plans.
Sales Officer
APTUS VALUE HOUSING FINANCE IND LTD
03.2017 - 03.2019
- Identified customer needs and developed customized solutions.
- Implemented promotional campaigns to boost sales volume.
- Developed a comprehensive understanding of company products and services.
Business Coordinator and Appraisal Officer
UAE EXCHANGE & FINANCIAL SERVICES Ltd
01.2015 - 01.2017
- Gold Loan-Jewel valuation, Appraisal, Processing & follow up the customer after post sanction.
- Forex - Retail Purchase & Sales Dealing Bank Notes, TT.
Education
MBA - HR
Manonmanium Sundaranar University
Tirunelveli04.2013
Bachelor of Science - Computer Science
V O Chidambaram college
Tuticorin04.2011
HIGHER SECONDARY EXAMINATION -
CM Higher Secondary School
Thoothukudi03-2008
SSLC -
VGS Higher Secondary School
Thoothukudi03-2006
Skills
- Sales strategy
- Financial analysis
- Insurance guidance
- Relationship building
- Problem solving
- Business trend analysis
Languages
- Tamil
- English
Personal Information
- Father's Name: P Krishnan
- Husband's Name: R.Santhanakumar
- Date of Birth: 11-03-1991
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
Tamil
First Language
English
Advanced (C1)
C1
Timeline
Relationship Officer
Unimoni Financial Services Pvt ltd
12.2022 - Current
Sales Officer
APTUS VALUE HOUSING FINANCE IND LTD
03.2017 - 03.2019
Business Coordinator and Appraisal Officer
UAE EXCHANGE & FINANCIAL SERVICES Ltd
01.2015 - 01.2017
MBA - HR
Manonmanium Sundaranar University
Bachelor of Science - Computer Science
V O Chidambaram college
HIGHER SECONDARY EXAMINATION -
CM Higher Secondary School
SSLC -
VGS Higher Secondary School
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