Karthik DC
Bangalore
Summary
Seeking assignments in Operations/Sales & marketing / Business Development with an Organization of repute. Preferred Location: Bangalore A competent professional with nearly 6.7 year's of experience in operations, Sales & Marketing and Client Servicing. Strong business acumen with skills to remain on the cutting edge, drive new business through conceptualizing strategies, augmenting & streamlining Channel networks, implementing product promotions etc. Verifiable year on year success in achieving revenue and business growth objectives in highly competitive environments. Excellent communication and people management skills that have been honed through managing multi skilled teams.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
KOTAK MAHINDRA BANK
BENGALURU
02.2023 - Current
- Achieved successful management of Rs 20 Crores in AUM while overseeing priority accounts for Kotak.
- Managed the acquisition of priority accounts for the Bank.
- Maximized bank revenue by offering an array of investment products.
- Provided assistance to high net worth individuals in resolving their concerns regarding branch operations.
- Ensured customers were sufficiently leveraged on the best financial solutions through managing branch priority portfolio.
- Managed Forex transactions involving inward/outward, facilitated NRI-Pro deposits for NRI clients, and actively generated revenue for the bank.
- Proven track record in branch banking operations, successfully completing tasks such as preparing reconciliation statements and audit reports.
- Served as a proactive monitor of customer feedback, regularly producing reports to pinpoint areas for enhancement.
- Managed the entire priority portfolio of the branch and ensured that the customers are sufficiently educated/leveraged on the best financial solutions.
- Handling Forex transactions like inward/outward, booking NRI-Pro deposits for NRI clients, and generating revenue for the bank.
- Having enough exposure in branch banking operations, also to prepare reconciliation statements and audit reports.
- Utilized database management to track and accurately record customer interactions and preferences.
- Collaborated in staff meetings to develop and implement creative methods for improving services.
Deputy Manager
AXIS BANK
Bangalore
12.2019 - 02.2023
- Achieving sales targets through successful implementation of initiatives, effectively presenting options for both the bank's retail banking and third-party products.
- Delivered impactful training sessions to equip junior team members and new hires with the necessary skills to assume responsibility while enforcing compliance with company policies, regulations, and internal controls.
- Successfully led and mentored the operations team to deliver successful outcomes and meet business goals.
- Provided valuable assistance to team members for goal attainment.
- Maintained records of operational activities for future reference.
- Developed and implemented new procedures for enhancing organization efficiency.
- Compiled monthly progress reports outlining successes in reaching specified objectives.
- Ensured seamless coordination between departments for streamlined activities.
Assistant Manager
HDFC BANK
Bangalore
11.2017 - 11.2019
- Succeeded in meeting targets for both core product and cross-selling campaigns through efficient workstation utilization.
- Successfully facilitated the development of product knowledge, policy understanding, and call handling skills.
- Implemented comprehensive monitoring for calls, leads, and cross-sells throughout the organization.
- Executed diverse financial operations, involving the handling of both cash and non-cash transactions like inward and outward remittance.
- Communicated regularly with customers to gain insights into their needs.
- Promoted adherence to safety regulations and company policies.
- Ensured efficient handling of customer service inquiries and timely resolution of complaints.
Senior Processor Associate
ACCENTURE SOLUTIONS PVT LTD
Bangalore
07.2015 - 11.2017
- Dedicated efforts to increase Accenture and client site profitability.
- Analyzing client requirements along with both domestic and international transactions.
- The certificate for being the top performer in PAN India in 2016 was granted to me, recognizing my dedication as a core value champion.
- Succeeded in entering $1.5 million within a single day.
- Assisted internal departments such as Underwriting and Closing in resolving any issues that may arise during the origination process.
- Provided guidance and direction when needed to junior processors regarding policies and procedures related to the origination process.
Education
BCOM -
PES college of Mysore university
01.2014
PUC -
PES Pu college
01.2010
Skills
- Business Development
- Sales & Marketing
- Networking
- Generating Business
- Analyzing Marketing Trends
- Tracking Competitors
- Product Enhancement
- Sales & Marketing Strategies
- Key Account Management
- Relationship Building
- Negotiation
- Client Satisfaction
- Client Retention
- Revenue Generation
- Client Relationship Management
Certification
- NISM
- IRDA
Preferred Location
Bangalore
Languages
Kannada
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Accomplishments
- Qualified Guild of Excellence award.
- Qualified RBBH ELITE Club Month on month.
- Qualified ambassadors award in life insurance contest on 2021.
- Big bull achiever and qualified for momentum in axis direct on 2020.
Timeline
Relationship Manager
KOTAK MAHINDRA BANK
02.2023 - Current
Deputy Manager
AXIS BANK
12.2019 - 02.2023
Assistant Manager
HDFC BANK
11.2017 - 11.2019
Senior Processor Associate
ACCENTURE SOLUTIONS PVT LTD
07.2015 - 11.2017
BCOM -
PES college of Mysore university
PUC -
PES Pu college
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