Lovely Alex
Virtual Relationship Manager
Kollam
Summary
- Adhere strictly to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
- Developed and maintained strong relationships with clients, resulting in increased customer loyalty and satisfaction.
- Resolved customer issues in a timely and efficient manner, resulting in a reduction in customer complaints
- Achieve the monthly assigned revenue targets through effective cross-sales generating fee income across investments, assets, card, and liability products
- Responsible for up-selling, cross-selling, and providing regular market information and updates to the customers.
- Provide premium customer service delivery to the mapped NRI portfolio.
Overview
1
1
year of professional experience
4
4
Certifications
2
2
Languages
Work History
Virtual Relationship Manager
Axis Bank
Bangalore
10.2022 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Managed over 100 customer over calls per day which lead to improvement in sales as well.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Education
MBA - Human Resources, Marketing
TKM Institute of Management
Kollam, Kerala 10.2020 - 11.2023
Bachelor of Arts - English Literature
Fatima Mata National College
Kollam, Kerala 07.2017 - 07.2020
Skills
Customer portfolio management
Relationship building and management
New business generation
Active listening
Team work
Critical thinking and problem solving
Adaptability
Fast learner
Accomplishments
- Memento from NIVA BUPA for outstanding performance in Q1, 2023
- Memento from BAJAJ ALLIANCE for the contribution towards Life Insurance for the months of July and August 2023
Certification
IRDAI
Internship
- Worked as an HR Intern at Crowne Plaza, Kochi from July - August 2022
Timeline
IRDAI
12-2022
Virtual Relationship Manager
Axis Bank
10.2022 - Current
Microsoft excel
06-2022
Innovation, Business Models, And Entrepreneurship from IIT ROORKEE
10-2021
Principles Of Human Resource Management - IIT, Kharagpur
03-2021
MBA - Human Resources, Marketing
TKM Institute of Management
10.2020 - 11.2023
Bachelor of Arts - English Literature
Fatima Mata National College
07.2017 - 07.2020