DAKSHESH GANDHI
Surat
Summary
Dynamic Relationship Manager with a proven track record at Edelweiss Retail Finance Ltd., specializing in client acquisition and wealth management portfolios. Expert in leveraging effective customer communication and relationship building to exceed financial goals. Skilled in service support, ensuring client satisfaction and loyalty. Demonstrated ability to enhance client relationships, with a focus on strategic risk management and insurance programs.
Overview
5
5
years of professional experience
Work History
Relationship Manager
Edelweiss Retail Finance Ltd.
Surat
02.2024 - Current
- Network within communities to find and attract new business
- Prepare operational or risk reports for management analysis
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses
- Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, or to set up payment plans
- Meet with applicants to obtain information for loan applications and to answer questions about the process
- Disburse funds from client accounts to creditors
- Prepare written documents to establish contracts with or communicate financial recommendations to clients
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers
Relationship Officer
Hero FinCorp Ltd.
Surat
02.2020 - 01.2024
- Explain services or policies to clients, such as debt management program rules, the advantages and disadvantages of using services, or creditor concession policies
- Analyze potential loan markets and develop referral networks to locate prospects for loans
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans
- Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems
- Review and update credit and loan files
Education
B.Com -
Institute of Business Management & Engineering
Surat, Gujarat12.2016
HSC -
Gujarat Secondary Education Board
Surat, Gujarat04.2012
Skills
- Client Relationship Assessment
- FLUENT IN [LANGUAGE]
- Service support
- Wealth management portfolios
- Service assistance
- Client acquisition
- Effective customer communication
- Relationship building and management
Hobbies and Interests
- Listen Music
- Play Cricket
- Watch Movies
Languages
- Gujarati
- Hindi
- English
Personal Information
- Date of Birth: 05/14/96
- Marital Status: Unmarried
Timeline
Relationship Manager
Edelweiss Retail Finance Ltd.
02.2024 - Current
Relationship Officer
Hero FinCorp Ltd.
02.2020 - 01.2024
B.Com -
Institute of Business Management & Engineering
HSC -
Gujarat Secondary Education Board
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