Summary
Overview
Work History
Education
Skills
Language
Timeline
Generic

Prem Sai

Bengaluru

Summary

Detail-oriented individual with experience in UK banking and domestic sales management, specialising in affordability assessment, arrears analysis, and tailored repayment solutions. Recognised for sound judgement, customer empathy, and accuracy in regulated environments.

Overview

2
2
years of professional experience
4042
4042
years of post-secondary education

Work History

Financial Advisor

Concentrix
Bengaluru
11.2024 - Current
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Assessed customer income, expenditure, and affordability to design suitable repayment plans, supporting responsible debt resolution.
  • Provided assistance with unsecured banking products, ensuring accurate handling of customer requests and account-related queries.
  • Analysed arrears and overdue payments across unsecured products including credit cards, personal loans, and current accounts, offering tailored support solutions.
  • Evaluated customer circumstances and directed accounts to appropriate specialist teams based on vulnerability and support requirements.
  • Tested and validated a GenAI-based application designed to support operational processes, identified issues and provided feedback for improvement.
  • Maintained strong customer empathy and compliance while balancing business objectives and regulatory expectations.

Assistant Center Manager

The Little Gym
Bengaluru
03.2024 - 11.2025
  • To achieve Revenue targets for the center both from new and existing customers
  • Generating Sales leads for prospective customers.
  • Maintaining the class quality as per the little gym standards and curriculum.
  • To Conduct quality checks for the classes conducted by trainers.
  • Actively seek out new sales opportunities through cold calling, networking and social media.
  • To Set up meetings with potential clients and invite them to the Little Gym Centre.
  • To Prepare and deliver appropriate presentations on products and services.
  • To Create frequent reviews and reports with sales and financial data.
  • Negotiating/closing deals and handle complaints or objections.
  • Lead a team of employees across different functions and collaborate with team members to achieve better results in various functions.
  • Gather feedback from customers and maintain customer relationship.

Education

BBA - Finance

Center of Management Studies (Jain University)
Bengaluru
05.2020 - 05.2023

St Joseph Pre University College
Bengaluru

Oxford English High School
Bengaluru

Skills

Technical Skills

  • Financial Assessment & Affordability Analysis
  • Income & Expenditure Evaluation
  • Arrears & Delinquency Analysis
  • Microsoft - Excel (Basic- intermediate)
  • SQL - (Basic)

Soft Skills

  • Empathetic Communication
  • Conflict Resolution
  • Decision Making Under Pressure
  • Time Management
  • Customer Experience Management

Language

  • English
  • Hindi
  • Kannada
  • Tamil
  • Telugu

Timeline

Financial Advisor

Concentrix
11.2024 - Current

Assistant Center Manager

The Little Gym
03.2024 - 11.2025

BBA - Finance

Center of Management Studies (Jain University)
05.2020 - 05.2023

St Joseph Pre University College

Oxford English High School
Prem Sai