Karthikeyan G
Chennai
Summary
A Result Oriented Professional in Retail Banking, encompassing Operations, Business Development, and Client Relationship Management. Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 11 years of Banking & NBFC experience.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Burgundy Relationship Manager
Axis Bank
Chennai
09.2021 - Current
Preferred RM
HDFC BANK
Chennai
02.2019 - 09.2021
Relationship Manager
Motilal Oswal Financial Service
Chennai
10.2017 - 01.2019
Financial Partner
Yes Bank
Chennai
02.2017 - 09.2017
Deputy Manager
Kotak securities Ltd
Chennai
02.2015 - 02.2017
Senior Relationship Manager (SRM)
ICICI SECURITIES
Chennai
11.2013 - 01.2015
Education
MBA - Marketing & Finance
IIPM-chennai
01.2013
B.C.A -
SRMUniversity Chennai
01.2011
XII STD -
MGR Adarsh public mat Hr School
X STD -
Meenatchi mat Hr sec school
Skills
- Value Selling
- Service assistance
- Portfolio Growth
- Customer Portfolio Management
- Overcoming Objections
- Product Recommendations
- Client acquisition
- Relationship review process
- Relationship building and management
- Issue Resolution
- Policy Management
- Wealth management portfolios
Accomplishments
- Won Awards for the Contests which have been held by Bank for CASA.
- Qualified for Two International contest conducted by Bank in FY 2023-24 for LI
- Qualified for MDRT Kualampur & Switzerland in NOV-DEC 2023
- Qualified for MDRT London with Axis Bank in NOV-DEC 2022
- Have done LI Premium of 2Cr for the FY 23-24 and I was the Circle Topper
Certification
- NISM Certification – Mutual Fund Advisory Module V & NISM VIII
- IRDA Certification- Life Insurance
Marital Status
Single
Father Name
Gnanasubramani R
Projects Assignments
- WELFARE MEASURES OF THE EMPLOYEE, Decatron technology, Chennai, Summer Project
- Trust Maintenance book, 2008, UG Project
Personal Information
- Date of Birth: 04/17/91
- Nationality: Indian
Languages
- English
- Tamil
- Kannada
Extracurricular Activities
Trekking and Long drives Playing Cricket Watching movies
Affiliations
- Trekking
- Long Drives
- Playing & Watching cricket
- Reading Books
Languages
Tamil
First Language
English
Proficient (C2)
C2
KANNADA
Intermediate (B1)
B1
Disclaimer
I hereby declare that the information given above is true and correct to the best of my knowledge and belief.
Timeline
Burgundy Relationship Manager
Axis Bank
09.2021 - Current
Preferred RM
HDFC BANK
02.2019 - 09.2021
Relationship Manager
Motilal Oswal Financial Service
10.2017 - 01.2019
Financial Partner
Yes Bank
02.2017 - 09.2017
Deputy Manager
Kotak securities Ltd
02.2015 - 02.2017
Senior Relationship Manager (SRM)
ICICI SECURITIES
11.2013 - 01.2015
MBA - Marketing & Finance
IIPM-chennai
B.C.A -
SRMUniversity Chennai
XII STD -
MGR Adarsh public mat Hr School
X STD -
Meenatchi mat Hr sec school
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