CRM
Kamil Basha
Relationship Manager
Kallakurichi, Tamil Nadu
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
4
4
Languages
Work History
Relationship Manager
SBI Cap Securities Ltd & Freelancer
Kallakurichi, Tamil Nadu
01.2020 - 08.2022
- To enhance my professional skills, capabilities and knowledge in an organization which recognizes the value of hard work and trusts me with responsibilities and challenges.
- Created detailed sales presentations to communicate product features and market data.
- Increased profitability and pipeline development by leveraging multiple sales strategies and distribution channels.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Provided sales and customer service assistance to walk-in traffic
- Followed up with existing customers to provide additional support and address concerns.
- Investigated competitive landscape to anticipate negative business impacts.
Relationship Officer
HDFC Sales Pvt Ltd
Salem, Tamil Nadu
03.2019 - 09.2019
- Evaluate credit worthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and feasibility of granting loans
- Determine all applicable ratios and metrics and set up debt payment plans
- Communicate with clients either to request or to provide information
- Justify decisions (approvals/rejections) and report on them
- Complete loan contracts and counsel clients on policies and restrictions
- Update job knowledge on types of loans and other financial services
- Maintain and update account records
- Assess customer needs, explore all options and introduce different types of loans
- Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
- Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
- Οperate in compliance with laws and regulations and adhere to lending compliance guidelines
Remittance Clerk (Cashier)
Uae Exchange And Financial Services Ltd & Franchise
Kallakurichi, Tamil Nadu
01.2012 - 10.2017
- Ensure transactions are completed in an efficient manner with a high level of accuracy
- Open / close branches as required and ensure all tasks and checks are completed
- Follow compliance procedures, company policies and abide by all health and safety guidelines as per company standards
- Perform administrative tasks such as filing, generating reports and maintaining mail correspondence
- Provide support and information to customers, over the counter and by phone
- Maintain a cash float and follows balancing and reconciling procedures
- Prepare daily ‘End of Day’ sheet at the close of each business day
- Maintained and managed customer files and databases.
- Responded to customer calls and emails to answer questions about products and services.
- Tracked customer service cases and updated service software with customer information.
- Working with Multiple Products like Ticketing, Tourism, Gold loans, Insurance, EMI Collection etc.
- Maintained Foreign exchange stock Management in branch
- Handled different types of Foriegn currency
- Sales and purchase of Foreign currency and Out ward remittances with proper check
- Verification of KYC documents for Customer Ensure proper transaction.
- Maintained multiple currency card stock in Branch.
- Handled with transaction between INR and Foreign currency in Cash Counter.
Education
MBA - Marketing HR
Sathyabama University
Chennai, Tamil Nadu 08.2008 - 05.2010
Bsc - Hotel Management And Tourism Studies
Dr.D.Y.Patil University
Navi Mumbai, Maharashtra 07.2005 - 05.2008
Skills
Retail Sales and Marketing
Software
Foreign Exchange
Galileo
Amadeus
Interests
Playing cricket
Driving
Declaration
I here by declare that the above furnished Information is authentic to the best of my Knowledge.
Timeline
Relationship Manager
SBI Cap Securities Ltd & Freelancer
01.2020 - 08.2022
Relationship Officer
HDFC Sales Pvt Ltd
03.2019 - 09.2019
Remittance Clerk (Cashier)
Uae Exchange And Financial Services Ltd & Franchise
01.2012 - 10.2017
MBA - Marketing HR
Sathyabama University
08.2008 - 05.2010
Bsc - Hotel Management And Tourism Studies
Dr.D.Y.Patil University
07.2005 - 05.2008
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