POOJA K
Mangalore
Summary
Dynamic Relationship Manager with extensive experience at State Bank of India, excelling in wealth management and client engagement. Proven track record in cross-selling strategies and customer needs analysis, driving portfolio growth and enhancing client satisfaction. Skilled in KYC compliance and adept at resolving issues efficiently.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Manager
State Bank of India
08.2023 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Analyzed customer needs to recommend appropriate banking products and services.
Relationship Manager
Bank of Baroda
09.2021 - 02.2023
- Handled wealth clients and done cross selling of third party products according to the requirement of the clients.
Assistant Manager
ICICI Bank
01.2016 - 08.2020
- Handled Jewel loan, NRI, Demat and along with cash handling process.
- Handling Enhanced due diligence on the KYC and FATCA/CTS guideline according to RBI guidelines.
- Along with above mentioned departments Auditing is also one of the parts of handling profile of my job.
- Cross selling is one of Asset of my profile with Third party products according to the requirement of the customers.
- Certified in IRDA, NISM and PMS.
Education
MBA - Finance
Mangalore University College
Mangalore01.2015
BCA -
SDM College of Business Management
Mangalore01.2013
P.U.C -
Canara P.U college
01.2010
S.S.L.C -
St. Gerosa High School
01.2008
Skills
- Wealth management
- Cross selling strategies
- Client relationship management
- Wealth management consulting
- KYC compliance procedures
- Consumer banking knowledge
- Financial product knowledge
- Data analysis skills
- Time management
- Issue resolution
- Portfolio growth
- Client engagement
Personal Information
- Father's Name: B.M.KOTTARY
- Mother's Name: VANITHA
- Date of Birth: 10/07/92
- Gender: FEMALE
- Nationality: INDIAN
Certification
- IRDA
- NISM
- PMS
Hobbies and Interests
- Dancing
- Reading books
- Watching movies
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Kannada
Proficient (C2)
C2
Tulu
Proficient (C2)
C2
Timeline
Relationship Manager
State Bank of India
08.2023 - Current
Relationship Manager
Bank of Baroda
09.2021 - 02.2023
Assistant Manager
ICICI Bank
01.2016 - 08.2020
MBA - Finance
Mangalore University College
BCA -
SDM College of Business Management
P.U.C -
Canara P.U college
S.S.L.C -
St. Gerosa High School