MUHAMMED RAFI PULLAT
MALAPPURAM
Summary
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 several years of experience.
Overview
13
13
years of professional experience
Work History
PREFFERD RELATIONSHIP MANAGER
HDFC BANK LTD
CHEMMAD
11.2020 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Developed strategies to attract new customers while retaining existing ones.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
Team Leader
SBI CREDIT CARD
MALAPPURAM
04.2019 - 10.2020
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Conducted regular performance reviews to assess individual team member progress.
- Assisted with recruitment efforts by interviewing potential candidates and providing input on hiring decisions.
Retail Development Executive
IDEA CELLULAR
MALAPPURAM
12.2011 - 11.2017
- Created and maintained relationships with key stakeholders, including customers, vendors, partners, and internal teams.
- Analyzed customer data to identify trends in product usage and customer engagement.
Education
Master of Arts - Sociology
MALABAR COLLEGE VENGARA
VENGARA 05-2016
Skills
- Relationship Management
- Value Selling
- Wealth management offerings
- Business relationship cultivation
- Product Recommendations
- Relationship review process
- Account Management
- Effective customer communication
- Customer Education and Consulting
- Issue Resolution
- Sales Reporting
- New Business Development
- New business generation
- Client acquisition
- Customer Portfolio Management
- Service assistance
- Banking
- Financial planning processes
- Qualifying Customers
- Service support
- Relationship Building
- Referral Screening
- Customer Relationships
- Requirements Determination
- Wealth management portfolios
Languages
English, Malayalam
First Language
Arabic
Beginner
A1
CERTIFICATE
- AMFI
- IRDA
Timeline
PREFFERD RELATIONSHIP MANAGER
HDFC BANK LTD
11.2020 - Current
Team Leader
SBI CREDIT CARD
04.2019 - 10.2020
Retail Development Executive
IDEA CELLULAR
12.2011 - 11.2017
Master of Arts - Sociology
MALABAR COLLEGE VENGARA