Manjunathan C
Bangalore
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
7
7
years of professional experience
1
1
Certification
Work History
NRI and Affluent HNI RM
AXIS BANK
Salem
06.2024 - Current
- providing financial solutions and ensuring value added service to the priority clients of the bank, the NRI.
- The portfolio demands close manage with the customer of the branch who is defined as Affluent and HNI clients through the various modes of communication for grow the CASA of the Portfolio and for increasing the TRV of the customer.
- The additional services extended through regular contacts with the clients include cross selling of Investment products like Life Insurance, General Insurance, Mutual funds etc. and Non-Investment products like the Forex, Remittances, Loans, etc.
- involves the management of assets of high net worth individuals (HNWI) or accredited investors. we create a close working relationship with wealthy clients to understand their financial needs and to help build a portfolio that achieves the client’s financial goals.
Manager E3 Grade
HDFC BANK
Bangalore
09.2023 - 05.2024
- Acquisition of new Preferred customers
- Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers
- Deepening the size of the relationship
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
Senior Relationship Officer II
city union bank
Chennai
01.2018 - 08.2023
- Managed client portfolios by monitoring investments and providing portfolio reviews as needed.
- Analyzed customer feedback to identify areas for improvement in products and services offered.
- Ensured that customer service was delivered at a high level by monitoring complaints and resolving issues in a timely manner.
- Conducted regular meetings with staff members to discuss progress towards goals.
- Monitored customer accounts for suspicious activity, including large transfers or irregular patterns of behavior.
- Conducted regular audits of bank records to ensure compliance with internal policies.
Education
MBA - Finance And Marketing
Knowledge Business School
Salem06-2017
Skills
- Analytical Thinking
- Troubleshooting
- Team building
- Active Listening
- Excellent Communication
- Attention to Detail
Accomplishments
- Cluster head award for LI MDRT entrance
- successfully achieving and Exceeding target,resulting in a 25% growth in portfolio book size
Languages
kannada
First Language
Tamil
Proficient (C2)
C2
English
Advanced (C1)
C1
Certification
- IRDAI
- AMFI
- Cyber crime security
CORE QUALIFICATIONS
- Team leading
- Communication skills
- Problem solving and critical thinking
- Wealth management
- Documentation proficiency
Timeline
NRI and Affluent HNI RM
AXIS BANK
06.2024 - Current
Manager E3 Grade
HDFC BANK
09.2023 - 05.2024
Senior Relationship Officer II
city union bank
01.2018 - 08.2023
MBA - Finance And Marketing
Knowledge Business School
Similar Profiles
Lakshay SharmaLakshay Sharma
Deputy Manager at Axis Bank (On Payroll Of Axis Bank)Deputy Manager at Axis Bank (On Payroll Of Axis Bank)
Preethi VPreethi V
Relationship Associate at Axis Bank - Axis Max Life InsuranceRelationship Associate at Axis Bank - Axis Max Life Insurance
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
ANIL BASAKANIL BASAK
Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)
Tania KhandakarTania Khandakar
GIS Consultant at Wipro LTDGIS Consultant at Wipro LTD