Kavya J K
Bengaluru
Summary
Dynamic Customer Relationship Associate with a proven track record at YES SECURITIES, excelling in digital account openings and enhancing customer satisfaction. Adept at problem-solving and relationship building, I leverage strong communication skills to address inquiries effectively, ensuring compliance and personalized service. Recognized for outstanding performance and dedication to client needs.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Relationship Associate
YES SECURITIES
Bangalore
11.2023 - Current
- Promoted from off-role to on-role due to consistent efforts, dedication, and outstanding performance.
- Expert in digital account opening for retail clients, with high accuracy and speed.
- Proficient in physical account opening for HNI clients, ensuring personalized and compliant service.
- Handling customer queries and resolving them within a stipulated time
- Assisting customers in understanding the opening of Demat and Trading accounts
- Addressing customer issues with the right solutions and guidelines
- Consistently prioritizing customer satisfaction by understanding their needs and tailoring solutions to meet or exceed their expectations.
Sr Officer
HDB Financial Service
Bengaluru
07.2021 - 10.2023
- Conducting physical verification and processing credit card applications.
- Ensuring meticulous maintenance of customer KYC details on the HDFC portal to facilitate the seamless disbursal of HDFC credit cards.
- Collecting, collating, and evaluating substantial amounts of information to generate actionable reports.
ACCOUNTANT
RCC Constructions
Mysore
11.2020 - 07.2021
- Proficient in generating and analyzing financial reports, adept at leading cash flow analysis.
- Utilized Tally ERP9 to accurately record Goods & Services Tax (GST) invoices and transactions, ensuring data adherence to GST format for seamless sharing with Tax Consultants.
- Managed the Cashbook meticulously, overseeing disbursements such as bank deposits and withdrawals.
Education
MBA - Finance
Karnataka State Open University
KA04.2025
B Com -
Mangalore University Collage
Mangalore, KA12.2020
PUC -
SSPU College Subrahmanya
Subrahmanya, KA03.2017
SSLC -
Kumaraswamy English Medium Highschool
Subrahmanya, KA04.2015
Skills
- Communication Skills (Verbal & Written)
Clear, empathetic, and professional communication is key - Customer Service
Handling inquiries, complaints, and support requests efficiently
- Relationship Building
Building rapport and trust with customers over time - Problem Solving
Resolving issues creatively and effectively
Certification
- DCA - Diploma in Computer Application
- NISM (National Institute of Stock Market)
Languages
- English
- Kannada
- Telugu
- Hindi (Manageable)
Personal Information
Date of Birth: 12/18/99
Timeline
Customer Relationship Associate
YES SECURITIES
11.2023 - Current
Sr Officer
HDB Financial Service
07.2021 - 10.2023
ACCOUNTANT
RCC Constructions
11.2020 - 07.2021
MBA - Finance
Karnataka State Open University
B Com -
Mangalore University Collage
PUC -
SSPU College Subrahmanya
SSLC -
Kumaraswamy English Medium Highschool
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