Preetham J
Bengaluru
Summary
Enthusiastic and detail-oriented professional with experience in compliance and inside sales within coworking spaces. Seeking an entry-level KYC Analyst role to leverage knowledge of KYC, AML, and AFC frameworks alongside strong client relationship skills. Skilled in managing client onboarding, conducting due diligence, and maintaining regulatory adherence, with a commitment to accurate documentation, risk mitigation, and supporting seamless client onboarding.
Overview
11
11
years of professional experience
Work History
Assistant Manager
FLEXO SPACES
BANAGALORE
08.2024 - Current
- Developed and maintained relationships with healthcare providers, social services agencies, and community organizations to ensure successful transitions for patients.
- Analyzed customer data to identify potential opportunities for growth in new markets.
- Created reports on the overall performance of the inside sales team, including monthly revenue figures and client retention rates.
Inside Sales Associate
91 Springboard Coworking
Bengaluru
08.2023 - 02.2024
- Company Overview: A coworking space provider
- Effectively promoted and sold coworking space solutions to potential clients
- A coworking space provider
Relationship Manager
ICICI BANK
12.2022 - 04.2023
- Assisted in basic KYC document verification and client onboarding procedures, gaining hands-on exposure to regulatory standards.
- Shadowed senior team members in identifying and reporting discrepancies in AML and KYC documentation.
- Supported daily communications and coordination with clients to gather necessary compliance information.
Sr Executive -Sales
Exam Tuning
12.2013 - 09.2015
- Company Overview: An educational services company
- Maximized customer engagement and satisfaction through excellent customer service
- Trained and mentored students and employees to maximize team performance
- An educational services company
Education
M.B.A - Marketing
JSS CENTRE FOR MANAGEMENT STUDIES
MYSORE01-2022
Post Graduate Diploma - Human Resource Management
KARNATAKA STATE OPEN UNIVERSITY
MYSORE01-2021
B.B.A - Business Administration And Management
KUVEMPU UNIVERSITY
SHIVAMOGGA01-2020
Skills
- Regulatory Knowledge: Understanding of KYC, AML, and AFC requirements across jurisdictions
- Client onboarding process
- Communication:
- Compliance Adherence:
- Analytical skills: the ability to identify discrepancies and potential compliance issues
- CRM Software Proficiency
- Client Acquisition
- Market Research
- Pipeline Management
- Product Knowledge
Projects
B2B Sales Internship Southern India, B2B SALES internship at Werner Electric Pvt Ltd. Involved in promoting and selling electrical products to industries. Part of the development of marketing literature and provided feedback to management.
Languages
- English - Native
- Kannada - Native
Accomplishments
"Successfully achieved the target ahead of the stipulated deadline."
Timeline
Assistant Manager
FLEXO SPACES
08.2024 - Current
Inside Sales Associate
91 Springboard Coworking
08.2023 - 02.2024
Relationship Manager
ICICI BANK
12.2022 - 04.2023
Sr Executive -Sales
Exam Tuning
12.2013 - 09.2015
M.B.A - Marketing
JSS CENTRE FOR MANAGEMENT STUDIES
Post Graduate Diploma - Human Resource Management
KARNATAKA STATE OPEN UNIVERSITY
B.B.A - Business Administration And Management
KUVEMPU UNIVERSITY
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