P PRADEEP
Bengaluru
Summary
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
1
1
year of professional experience
Work History
Relationship Manager
TYGER CAPITAL PVT LTD
Bengaluru
03.2025 - 08.2025
- Developed strong client relationships through regular communication and support.
- Assisted clients in understanding investment options and financial products.
- Provided timely responses to client inquiries and service requests.
- Evaluated loan applications for creditworthiness and financial stability.
- Processed necessary documentation for loan approval efficiently.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
Business Manager
Shriram Life Insurance Company Limited
Bengaluru
09.2024 - 04.2025
- Analyzed client insurance needs to recommend appropriate coverage options.
- Assisted customers with policy inquiries and claims processing efficiently.
- Educated clients on policy terms and benefits during consultations.
- Conducted market research to identify emerging insurance trends and opportunities.
- Developed and implemented successful strategies to boost customer satisfaction and retention in insurance policies.
- Developed cohesive plans to market insurance to prospective clients.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
Education
B COM - Commerce
IBVE
BENGALURU04-2022
HIGHER SECONDARY EDUCATION - ARTS
GOVT PU COLLGE
BENGALURUHIGH SCHOOL -
NISARGA VIDYAVAHINI HIGH SCHOOL
BENGALURUSkills
- Client relationship management
- Financial analysis
- Market research
- Loan processing
- Insurance consultation
- Customer education
- Data accuracy improvement
- Communication skills
- Problem resolution
- Customer service
- Business development
- Financial services
- Banking
- Sales expertise
Languages
KANNADA
First Language
English
Upper Intermediate (B2)
B2
Tamil
Upper Intermediate (B2)
B2
Hindi
Intermediate (B1)
B1
Timeline
Relationship Manager
TYGER CAPITAL PVT LTD
03.2025 - 08.2025
Business Manager
Shriram Life Insurance Company Limited
09.2024 - 04.2025
B COM - Commerce
IBVE
HIGHER SECONDARY EDUCATION - ARTS
GOVT PU COLLGE
HIGH SCHOOL -
NISARGA VIDYAVAHINI HIGH SCHOOL