Pavan M N
BENGALURU
Summary
To pursue a career in an organization that will enable me to enhance my knowledge and skill, to add to the organization and to assist in achieving its goals, while developing the best practices using innovative ideas and methods.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Executive
MUTHOOT FINANCE PVT LTD
BENGALURU
08.2021 - 04.2025
- Provide KYC and regulatory requirements to clients and businesses, resolving customers' complaints and queries.
- Providing health insurance benefits.
- Providing investment options like NCD (non-convertible debenture).
- Generated reports on customer feedback, market conditions, competitor analysis.
- Maintained accurate records of all transactions made by customers using CRM software tools.
- Researched and identified potential new customers, then contacted them to promote products or services.
- Worked on money transfers for customer accounts and wealth management services.
- International remittance,
- Providing personal loans.
- Foreign exchange services.
- Providing gold loans to customers.
- Records maintenance.
- Providing small business loans.
- Maintained up-to-date records of customer interactions and transactions.
- Developed and maintained relationships with existing clients to ensure customer loyalty.
- Identified opportunities for process improvements within the organization.
- Analyzed data collected from various sources to improve customer experience.
- Provided advice on the best solutions for clients' needs and offered support throughout the sales process.
- Organized client visits, prepared presentations, and attended events to increase brand awareness.
- Drafted promotional materials such as brochures, flyers, email campaigns. to boost sales.
- Established strategies to improve client acquisition, retention and satisfaction.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
Education
Bachelor of Commerce -
ST. Joseph's First Grade College
MysoreSkills
- KYC compliance
- Customer service
- Client retention
- Complaint resolution
- Networking skills
- Client acquisition
- Risk management
- Public speaking
- Effective customer communication
- Customer relationship management
- Cash handling
- Banking operations knowledge
- Problem solving
- Training and development
- Product development
- Organization and time management
Languages
- English
- Kannada
Hobbies and Interests
- Reading News Paper
- Playing Indoor and Outdoor Games
Personal Traits
- Quick learner
- Team player
- Self confidence and patience
- Leadership Qualities
- Positive attitude
- Flexible
- Problem solver
- Ethical and loyal
Personal Information
- Father's Name: Natesh M D
- Date of Birth: 10/04/98
Certification
- TALLY ERP9
Disclaimer
I do hereby declare that the above information is true to the best of my knowledge.
Timeline
Relationship Executive
MUTHOOT FINANCE PVT LTD
08.2021 - 04.2025
Bachelor of Commerce -
ST. Joseph's First Grade College
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