Summary
Overview
Work History
Education
Skills
Timeline
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R PANDI SANTHOSH

Relationship Officer I
Trichy,TN

Summary

Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences. Proven record of achieving operational efficiency and quality standards and demonstrating compliance with Tamilnadu regulations. Exhibits exceptional analytical skills and to conceptualize loan proposals and provide viable solutions.

Successful Relationship Officer seasoned in relationship management and employing Customer service for business development and building relationship opportunities. Experienced managing clients, cross-selling to generate business and deepening client relationships to achieve business targets. Well-versed in Deposit, Casa and Loans to achieve operations, sales and cultural performance goals.

Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with Four years' experience in Banking sector.

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Confident Relationship Manager with hands-on approach to implementing strategies to cultivate positive customer experiences. Bilingual in English, Telugu and Tamil with background advising, educating and engaging clients on various tools to improve financial health.

Accomplished Relationship Officer with Four years of experience buying and selling securities and commodities in investment and trading firms. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients.

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Forward-thinking Relationship Officer successful at building strong and lasting customer relationships by assessing client needs and addressing financial concerns. Professionally supported clients with Planning and Financial management. Strong organization, time management and communication skills.

Overview

4
4
years of professional experience
8
8
years of post-secondary education
3
3
Languages

Work History

Relationship Officer

City Union Bank Ltd.
Pallipalayam, Tamil Nadu
01.2018 - Current
  • Monitored, followed-up and escalated cases to meet customer response commitments.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Facilitated meetings and discussions between clients, sales and delivery teams.
  • Worked with clients to address and respond to client and partnership management issues.
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Assisted customers with opening accounts and signing up for new services.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Maintained knowledge on banking products and distribution to provide optimal service support.

Education

BTech - Mechanical Engineering

Sastra University
Tanjore
06.2013 - 07.2017

10 - Matriculation

Santa Mari Matriculation School
Trichy
06.2009 - 05.2010

DME - Mechanical Engineering

Shanmuga Polytechnic College
Tanjore
06.2010 - 06.2013

Skills

    New business generation

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Timeline

Relationship Officer

City Union Bank Ltd.
01.2018 - Current

BTech - Mechanical Engineering

Sastra University
06.2013 - 07.2017

DME - Mechanical Engineering

Shanmuga Polytechnic College
06.2010 - 06.2013

10 - Matriculation

Santa Mari Matriculation School
06.2009 - 05.2010
R PANDI SANTHOSHRelationship Officer I