Ravi Naik
Bhatkal
Summary
Looking out for a suitable position that can provide challenging position in an organization which maintains high professional standard, fastest personal goals, where I can utilize my skills and help the team and organization to reach its standard. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Assistant Manager
HDFC BANK
Sirsi
04.2023 - 05.2024
- CASA Sales, Working Capital Facilities ( OVERDRAFT, CASH CREDIT, TERM LOAN, BUSINESS LOAN, CGTMSE) Insurance Sales, FD, MutualFund.
- Established processes for monitoring customer satisfaction levels.
- Conducted regular performance reviews for employees to identify areas of improvement.
Corporate Account Manager
TATA AIA Life insurance. (HDFC BANK VERTICAL)
Sirsi
06.2022 - 04.2023
- Insurance Sales
- CASA sales
- Maintaining Good relationship with the Customer
- Cross sales.
- Identified potential clients through various sources including referrals, cold calls.
- Collaborated with marketing team to develop customized solutions for individual accounts based on their needs.
Relationship Manager
AgeasFederal Life Insurance.
Udupi
07.2021 - 06.2022
- Sourcing New Customer to the Bank
- Explaining Investment plans to the customer
- Insurance sales.
- Developed strategies to attract new customers while retaining existing ones.
- Analyzed market trends and identified potential new customers through research activities.
Relationship Officer
MUTHOOT FINCORP.
Bhatkal
11.2018 - 09.2020
- Sourcing New customer
- Loan Recovery
- Gold Loan sourcing.
- Analyzed client data to identify opportunities for cross-selling products and services.
- Conducted regular reviews of existing client relationships to ensure the highest level of service was provided.
Education
B.Com -
Dravidian University
01.2019
PUC -
Department of Pre-University Education, Karnataka
01.2011
SSLC -
Karnataka Secondary Education Examination Board
01.2009
Skills
- Basic In Computer Application
- Windows
- Operating System
- Tally
- Excellent Communication
- Friendly, Positive Attitude
- Microsoft Word
- Customer Relations
- Teamwork and Collaboration
- Supervision and leadership
Personal Information
- Father's Name: Chandru Naik
- Date of Birth: 03/21/92
- Gender: Male
- Nationality: Indian
- Marital Status: Single
- Religion: Hindu
Languages
- Kannada
- Hindi
- English
Disclaimer
I here declare that the above information is true and correct to the best of my knowledge and belief.
Languages
Kannada
First Language
English
Elementary (A2)
A2
Hindi
Elementary (A2)
A2
Timeline
Assistant Manager
HDFC BANK
04.2023 - 05.2024
Corporate Account Manager
TATA AIA Life insurance. (HDFC BANK VERTICAL)
06.2022 - 04.2023
Relationship Manager
AgeasFederal Life Insurance.
07.2021 - 06.2022
Relationship Officer
MUTHOOT FINCORP.
11.2018 - 09.2020
B.Com -
Dravidian University
PUC -
Department of Pre-University Education, Karnataka
SSLC -
Karnataka Secondary Education Examination Board
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