Rheyan George
Bengaluru
Summary
Dynamic manager with 7 years of experience in financial services, adept at fostering robust client relationships and driving exceptional customer engagement. Expertise in portfolio management and compliance ensures the delivery of tailored investment solutions while maintaining adherence to regulatory standards. Proven ability to communicate effectively, address client needs proactively and collaborate with cross-functional teams to enhance service quality and satisfaction. A dedicated professional committed to nurturing client loyalty and achieving business objectives through strategic relationship-building and insightful feedback.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
Work History
Relationship Manager
Banyan Tree Advisors
Bangalore
10.2023 - Current
- Conduct investment discussions with existing and prospective clients, independently or in collaboration with the investment management team.
- Ensure strict adherence to all compliance requirements.
- Address client queries in a timely, proactive and professional manner.
- Build and nurture strong enduring client relationships.
- Serve as the primary liaison between clients and internal teams, providing valuable feedback on service quality and portfolio requirements.
- Focus solely on delivering exceptional client engagement and delight.
Manager
Standard Chartered Bank
Bangalore
09.2021 - 09.2023
- Specialized in client on-boarding, verifying KYC documentation & perform the risk assessment of the clients to be adopted/reviewed.
- Identify data anomalies and assist on root cause analysis to minimize errors.
- Maintain detailed tracking of KYC file status and other customer record activities to ensure completion within required time frames.
- Knowledge of and ability to identify, detect or report suspicious activities in banking and finance services.
- Support team members with AML checks and also provide justification on decision and outcome of investigation.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross sell new products.
- Monitored customer feedback and generated reports to identify areas of improvement.
Manager
Purnartha Investment Advisers Pvt. Ltd
Bangalore
05.2019 - 07.2021
- Portfolio management and investment solution, managed an AUM of more than 15 Cr.
- Smooth client on-boarding and conducting risk profiling periodically.
- Analyzing client needs and recommending investment strategies.
- Reviewing various contracts, identifying opportunities and resolving service issues of clients.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Utilizing CRM to maximize sales and customer service efficiency.
Business Development Officer
Keechery Space N Design
Bangalore
07.2015 - 05.2017
- Strategist with a sales team to prospect and qualify potential customers within assigned geographic territories.
- Analyzed customer data and identified opportunities for cross-selling and up-selling, resulting in increase in sales.
- Led and managed cross-functional teams to ensure successful project delivery.
- Led weekly progress meetings with stakeholders to keep them informed of project progress and to address any issues.
- Managed inter-departmental communication to ensure all team members were on the same page.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Built strong relationships with key customers and stakeholders, resulting in repeat business and referrals.
Education
PGDM - Marketing Management And Operations
St. Josephs Institute of Management
Bangalore, India 05.2017 - 04.2019
Bachelor of Business Management (B.B.M) - Marketing
St. Josephs College of Commerce
Bangalore, India 05.2012 - 04.2015
Pre-University - Commerce
St. Josephs Pre-University College
Bangalore, India 06.2010 - 04.2012
SSLC -
New Baldwin's Residential School
Bangalore, India 06.2009 - 03.2010
Skills
Client engagement
Issue resolution
Time management
Customer portfolio management
Financial services
Accomplishments
- Awarded as the 'Star of South' by Standard Chartered Bank for outstanding contribution in APE-Banca.
- Recognized as a 'Deal Cracker,' by being amongst the first to register sales revenue in the Management Trainee batch of 2019.
- Successful in the 'Dus ka Dum' Sales revenue achievement in the Management Trainee program 2019.
Timeline
Relationship Manager
Banyan Tree Advisors
10.2023 - Current
Manager
Standard Chartered Bank
09.2021 - 09.2023
Manager
Purnartha Investment Advisers Pvt. Ltd
05.2019 - 07.2021
PGDM - Marketing Management And Operations
St. Josephs Institute of Management
05.2017 - 04.2019
Business Development Officer
Keechery Space N Design
07.2015 - 05.2017
Bachelor of Business Management (B.B.M) - Marketing
St. Josephs College of Commerce
05.2012 - 04.2015
Pre-University - Commerce
St. Josephs Pre-University College
06.2010 - 04.2012
SSLC -
New Baldwin's Residential School
06.2009 - 03.2010
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