Summary
Overview
Work History
Education
Skills
Websites
STRENGTHS
COURSE
Projects
Languages
CAREER SUMMARY
Disclaimer
Timeline
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Kavyashree A K

Kavyashree A K

Mangalore

Summary

Dynamic Assistant Manager with a proven track record at Jana Small Finance Bank, excelling in customer relationship management and team leadership. Successfully acquired high-net-worth clients and enhanced product offerings, driving significant growth. Skilled in budget management and problem-solving, consistently achieving sales targets through strategic engagement and motivation of team members.

Overview

1
1
year of professional experience

Work History

Assistant Manager

Jana Small Finance Bank
Bengaluru
06.2024 - Current
  • Managed client relationships as Premier Relationship Manager at Jana Small Finance Bank since April 2024.
  • Facilitated savings account openings and enhanced customer value propositions.
  • Handled high-net-worth customers, promoting premium accounts and fixed deposits.
  • Acquired new customers and cross-sold products to walk-in clients.
  • Sold investment products including mutual funds, insurance, and systematic investment plans.
  • Generated leads through tele calling and branch-level engagement with potential customers.
  • Conducted weekly meetings with management to review sales goals and challenges.

Education

M.Com -

Mangalore University
Konaje
02.2023

B.Com -

Sri Dharmasthala Manjunatheshwara Degree College
Ujire
11.2018

12th - Commerce Studies

Sri Dharmasthala Manjunatheshwara PU College
Ujire
06.2015

10th -

Sri Dharmasthala Manjunatheshwara Secondary School
Ujire
05.2013

Skills

  • Operating System: Windows
  • Application Software: Microsoft Excel, Word, PowerPoint
  • Accounting: Tally

STRENGTHS

  • Multitasking
  • Flexibility
  • Financial Management
  • Honest, Hard and dedicated work
  • Team management

COURSE

"JANA SFB - ASPIRING BANKING PROGRAM" Conducted by Manipal academy of BFSI, Bengaluru.

Projects

  • Research work on “Women’s Perception Towards E-Wallet” [2020-22]
  • I have worked on a project “Detailed account on E-banking” [2016-17]

Languages

Kannada, English, Hindi, Tulu

CAREER SUMMARY

  • 1 year of experience in sales and marketing
  • Working experience in banking (CASA, FD, TPP, MF, SIP)
  • Good exposure to sale the High Value accounts.
  • Involved in convincing customers to use banking products by using effective business communication and interpersonal skills
  • Involved in preparing KYC documentation
  • In-depth knowledge about corporate offers, company, and customer categorization

Disclaimer

I hereby declare that the above furnished details are true and correct to the best of my knowledge and belief.

Timeline

Assistant Manager

Jana Small Finance Bank
06.2024 - Current

M.Com -

Mangalore University

B.Com -

Sri Dharmasthala Manjunatheshwara Degree College

12th - Commerce Studies

Sri Dharmasthala Manjunatheshwara PU College

10th -

Sri Dharmasthala Manjunatheshwara Secondary School
Kavyashree A K