Summary
Overview
Work History
Education
Skills
Accomplishments
SUBJECTS
Languages
Timeline
Generic
RAJIV S

RAJIV S

Mysore

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

2
2
years of professional experience

Work History

FINANCIAL ADVISOR

CAPSTONE FUTURE CAPITALS
BANGALORE
12.2022 - 12.2023
  • Client Education and Advisory: Educated clients on financial management principles and potential investment opportunities, empowering them to make informed decisions.
  • Income Tax Expertise: Specialized in preparing and filing client income tax returns, ensuring accuracy and compliance with tax regulations.
  • Customized Financial Planning: Developed personalized financial plans and strategies to meet clients' individual goals, focusing on maximizing wealth and minimizing risk.
  • Comprehensive Financial Analysis: Conducted in-depth evaluations of clients' financial health, including cash flow management, risk assessment, and retirement planning, to offer actionable insights and achieve long-term financial security.
  • Investment Analysis: Evaluated various investment options, such as stocks, bonds, mutual funds, real estate, and insurance products, to provide clients with diversified and tailored investment recommendations.

SENIOR RELATIONSHIP MANAGER (Housing Loan)

PIRAMAL FINANCE
MYSURU
06.2024 - 08.2024
  • Loan Origination and Processing: Guided clients through the loan application process, assessed financial eligibility, and ensured timely completion of all documentation.
  • Loan Origination and Processing: Guided clients through the loan application process, assessed financial eligibility, and ensured timely completion of all documentation.
  • Sales and Revenue Growth: Developed and executed strategies to exceed sales targets for housing loans, contributing to substantial revenue growth for the department.
  • Cross-functional Collaboration: Worked closely with credit, operations, and legal teams to streamline processes and ensure efficient loan approvals.
  • Customer Issue Resolution: Addressed and resolved customer concerns promptly to ensure a positive client experience and uphold the company's reputation.

Education

BBA - Commerce

Vidhyaashram Collage
Mysore University
11-2022

2nd PUC - Science Education

DEEKSHA PU COLLAGE
MYSURU
07-2019

10th -

Central School
HASSAN, KARNATAKA
05-2015

Skills

  • Software Proficiency: Microsoft Office 365, Excel, Power BI
  • Digital Marketing: Proficient in digital marketing strategies, including SEO, social media, and content creation
  • Tech adaptability: Quick to learn new tools and technology
  • Leadership: Effective in leading teams and coordinating cross-functional projects
  • Problem Solving: Skilled in identifying issues and implementing solutions
  • Communication: Clear and persuasive in presenting complex ideas and strategies
  • Self-Management: Organized and proactive in managing multiple priorities

Accomplishments

  • District level badminton player
  • Bharath scouts and guides National level

SUBJECTS

  • Human Resource Management
  • Tax management
  • Business policy
  • Enterprenerurship Management
  • Company laws
  • Business research methods

Languages

English, Hindi, Kannada

Timeline

SENIOR RELATIONSHIP MANAGER (Housing Loan)

PIRAMAL FINANCE
06.2024 - 08.2024

FINANCIAL ADVISOR

CAPSTONE FUTURE CAPITALS
12.2022 - 12.2023

BBA - Commerce

Vidhyaashram Collage

2nd PUC - Science Education

DEEKSHA PU COLLAGE

10th -

Central School

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RAJIV S