Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Disclaimer
Languages
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Timeline
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Nivethini Rajagopal

Tiruvallur

Summary

Dynamic professional with extensive experience at Axis Bank Ltd in client onboarding and relationship management. Expertise in delivering customized financial solutions and implementing effective sales growth strategies. Achieved 180% of sales targets while building strong client relationships through innovative service delivery.

Overview

8
8
years of professional experience

Work History

Branch Relationship Officer

Axis Bank Ltd
chennai
10.2023 - Current
  • Facilitated client onboarding and account setup for new banking customers.
  • Delivered tailored financial solutions to meet diverse client needs effectively.
  • Managed day-to-day branch operations ensuring compliance with banking regulations.
  • Cultivated strong relationships with clients through regular follow-ups and consultations.
  • Collaborated with cross-functional teams to enhance customer service delivery standards.
  • Trained and mentored junior staff on best practices in customer relationship management.
  • Implemented innovative strategies to improve client retention and satisfaction levels.
  • Researched customer accounts to identify trends or discrepancies that could affect the bank's risk profile.
  • Conducted financial analysis of potential borrowers to assess credit worthiness.
  • Assisted in resolving customer inquiries promptly and efficiently.
  • Maintained accurate records of all transactions conducted during a given period.
  • Stayed up-to-date on marketplace trends and researched items in detail.
  • Developed excellent rapport with custom builders to expand opportunities for growth.
  • Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.

Manager

Kotak life insurance
01.2022 - Current
  • Working in bancassurance with kotak mahindra bank.
  • Proficient in building relationships.
  • Liaise with clients on regular bases to understand their needs, resolve client complaint and issues, develop new business and to provide value.
  • Review current and prospective clients accounts to identify business opportunities, analyse opportunities, and promote sales growth.
  • Trained bank staffs to get IRDA certificate.
  • Perform comprehensive market research on products and local businesses.
  • Effectively made the bank staffs to generate leads and supported them in getting a successful sales closure.
  • Proven sales track record.
  • Also, Ensured customers received quality customer service in claiming.
  • Over achieved 22-23 FY targets.
  • Achieved and maintaining 99.87% persistency in renewal collection.
  • Detail-oriented and innovative self-starter and congenial salesperson.

Client relationship manager

Aditya Birla Sun Life insurance
09.2020 - Current
  • Worked in open architect of life insurance sales.
  • Promoting the product and Collaborated with 20+ HDFC relationship manager's to bring business outcome.
  • Have supported the RM's in qualification for MDRT contest.
  • Achieved financial year target with 180%.

Senior process associate

Kakoni finsol
02.2018 - 09.2020
  • Responsible to generate leads for personal loan through outbound calls.
  • Regularly achieved targets month on month and got promoted as process associate.
  • Handling assigned channel partner's to achieve new business targets.
  • Hired, trained and coached sales team.
  • Actively executed in building the team and was working as senior process associate and was responsible in overall agency management.

Customer support executive

Fast-track pvt ltd
05.2017 - 01.2018
  • Worked as an Inbound customer support executive. Directly address the issue by providing customized service.

Education

MBA - MBA Finance

SRM Institute of Science And Technology
Chennai
06-2025

Bsc - biotechnology

Dr. Mgr Educational And Research Institute
Chennai
01.2017

Higher secondary school -

Padma Sarangapani
Chennai
01.2014

Clarence Matriculation Higher Sec School
Chennai
04-2012

Skills

  • Microsoft Office Suite
  • Client onboarding and relationship management
  • Financial solutions and planning
  • Compliance and risk management
  • Customer service excellence
  • Effective communication skills
  • Innovation in service delivery
  • Banking operations
  • Market research and analysis
  • Sales growth strategies and lead generation

Hobbies and Interests

  • Shuttle
  • Reading books

Disclaimer

I hereby declare that information given above is correct and true.

Languages

  • Tamil
  • English

<Enter your own>

  • Date of Birth: 05/05/97
  • Gender: Female
  • Nationality: India
  • Marital Status: Single

Timeline

Branch Relationship Officer

Axis Bank Ltd
10.2023 - Current

Manager

Kotak life insurance
01.2022 - Current

Client relationship manager

Aditya Birla Sun Life insurance
09.2020 - Current

Senior process associate

Kakoni finsol
02.2018 - 09.2020

Customer support executive

Fast-track pvt ltd
05.2017 - 01.2018

MBA - MBA Finance

SRM Institute of Science And Technology

Bsc - biotechnology

Dr. Mgr Educational And Research Institute

Higher secondary school -

Padma Sarangapani

Clarence Matriculation Higher Sec School

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Nivethini Rajagopal