Pavan Kumar
Master Of Commerce
Belthangady
Summary
Dynamic professional with 5+ years of experience in Banking/Financial/Accounting. Currently working in State Bank of India under Wealth Management Department as Customer Relationship Executive, ready to take on the world and accept challenges. Utilizing my communication skills, smart working ability, fresh thoughts and assertive behavior, to benefit the institution and contribute substantially to its development, is the prime concern of my career.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Customer Relationship Executive
State Bank Of India
Bengaluru
08.2018 - Current
- Onboarding of existing clients to wealth management with the TRV of more than Rs.30 lakh.
- Acquiring new clients with TRV of more than 10 lakh to wealth management.
- 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 like Mutual Fund, PMS, Insurance Products etc,.
- Handling clients whose TRV is more than Rs. 30 lakh.
- Maintained knowledge on banking/investment products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Complied with established internal controls and policies.
Junior Accounts Officer
Avenue Supermarts Limited
Bengaluru
08.2017 - 08.2018
- Invoice Processing (MIRO, F50, F60).
- Accounts Receivable and Payable.
- Petty cash booking and handling.
- Monthly MIS Preparation
- Updated general ledger of accounts with current, accurate and industry-compliant data to meet all internal and external audit requirements.
- Checked expenses against budget controls, entered figures and reconciled business accounts to address discrepancies.
- Input vendor payments and updated accounts to reflect new balances.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Education
Master of Commerce - Finance
SDM College (Autonomous) Ujire
Dakshina Kannada, India 06.2015 - 07.2017
Bachelor of Commerce - Accounting And Finance
SDM College (Autonomous) Ujire
Dakshina Kannada, India 04.2012 - 05.2015
Skills
SAP (MIRO, FB50, FV60)
Certification
NISM Series V A Certified
Timeline
NISM Series V A Certified
11-2022
Customer Relationship Executive
State Bank Of India
08.2018 - Current
Junior Accounts Officer
Avenue Supermarts Limited
08.2017 - 08.2018
Master of Commerce - Finance
SDM College (Autonomous) Ujire
06.2015 - 07.2017
Bachelor of Commerce - Accounting And Finance
SDM College (Autonomous) Ujire
04.2012 - 05.2015
Similar Profiles
Hansal PatelHansal Patel
Intern at ICICI Bank and State Bank of IndiaIntern at ICICI Bank and State Bank of India
Aarzu BhartiAarzu Bharti
Junior Associate at State Bank of IndiaJunior Associate at State Bank of India
Prashant BhushanPrashant Bhushan
Chief Manager at State Bank of IndiaChief Manager at State Bank of India
Kishore HingoraniKishore Hingorani
Vice President-Wealth at State Bank of IndiaVice President-Wealth at State Bank of India
MAHAMMED MUZAMMILMAHAMMED MUZAMMIL
Sales Representative at Bajaj PaySales Representative at Bajaj Pay