Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Languages
Timeline
Generic
Nagarathna H R

Nagarathna H R

Relationship Manager
Bengaluru

Summary

With over 6 years of extensive experience in Banking sales, consistently surpassing sales targets and achieving remarkable success. Talent lies in connecting partners and establishing new sales channels that generate robust profits. Performance-oriented professional with a progressive background and a track record of consistent accomplishments.

Overview

9
9
years of professional experience
2
2
Certifications

Work History

Sales Executive

MK Fasteners
3 2018 - 5 2019
  • Assigned with the responsibilities of creating the customer dispatch schedule plan
  • Responsible for maintaining customer score card for the delivery performance and improve the trend
  • Conduct internal audit as per the plan and provide the report to the management and conduct internal review meetings
  • Maintain documentation of records as per IATF16949:2016
  • Tracking and updating of processes through ERP system
  • Responsible for creating skill matrix, organization chart, monthly sales review, customer satisfaction monitoring and assigning job for the dispatch and logistics team
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Was an In-charge for following Industries: Autoliv India Pvt Ltd, Aisin Haryana Pvt Ltd, Inteva products, 15 other more industries.


Relationship Manager

ICICI Bank
06.2023 - 08.2024
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.


Account Assistant

Yemag Raised flooring Private Limited
10.2019 - 10.2022
  • Supported the timely completion of month-end closing activities, improving overall financial operations.
  • Managed accounts payable and receivable processes, maintaining healthy cash flow for the company.
  • Entered customer order details into system, accepted payments and updated accounts.
  • Documented sales, customer interactions and concerns and generated update reports for senior management.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Matched purchase orders with invoices and recorded necessary information.


Sales Executive Trainee

Festo India Private Limited
01.2016 - 01.2017
  • Festo is a leading world-wide supplier of automation technology and the Performance Leader in industrial training and education programs.
  • Streamlined sales processes to reduce cycle times and improve efficiency.

Education

B.com -

Government Degree College, Kuvempu University
Kadur, Karnataka
04.2001 -

Pre University -

BTL PU College
Bommasandra, Bangalore
04.2001 -

SSLC -

Government High School
Hebbagodi, Bangalore
04.2001 -

Skills

  • Relationship Building
  • Customer Service
  • Relationship building and management
  • Excellent Communication
  • Client Engagement
  • Service support
  • Issue Resolution
  • Loans
  • Product Knowledge
  • Sales expertise

Personal Information


  • Date of Birth: 06/12/94
  • Nationality: Indian
  • Marital Status: Unmarried

Certification

NISM

Languages

English
Kannada
Telugu
Tamil
Hindi

Timeline

IRDA

06-2024

Relationship Manager

ICICI Bank
06.2023 - 08.2024

NISM

06-2023

Account Assistant

Yemag Raised flooring Private Limited
10.2019 - 10.2022

Sales Executive Trainee

Festo India Private Limited
01.2016 - 01.2017

B.com -

Government Degree College, Kuvempu University
04.2001 -

Pre University -

BTL PU College
04.2001 -

SSLC -

Government High School
04.2001 -

Sales Executive

MK Fasteners
3 2018 - 5 2019

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Nagarathna H RRelationship Manager