Rohith M
Karthika ,Thottekkad House Thenur PO Palakkad
Summary
Banking and financial services professional with 3+ years of experience in foreign exchange operations, compliance, KYC/AML, and client relationship management. Skilled in RBI/FEMA regulations, risk management, and stakeholder engagement. Adept in delivering high-quality results in agile environments. Aspires to contribute to Deloitte as an executive through strong commercial insight, communication, and engagement management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager
THOMAS COOK INDIA LTD
Trivandrum
05.2025 - Current
- Supported team in delivering exceptional customer service experiences.
- Managed inventory and ensured product availability for customers.
- Collaborated with management to implement process improvements.
- Resolved customer inquiries and complaints effectively and professionally.
- Maintained up-to-date knowledge of company products and services.
- Collaborated with management on developing strategic plans for achieving business goals.
Relationship Manager
City Union Bank Ltd.
Surandai
11.2022 - 04.2025
- Conducted Know Your Customer (KYC) due diligence checks on new clients, and reviewed existing client records to ensure compliance with Anti-Money Laundering (AML) regulations.
- Cultivated and maintained strong relationships with clients by providing personalized financial solutions.
- Collaborated with cross-functional teams to ensure seamless service delivery, and address client concerns.
- Work collaboratively with internal teams to provide excellent customer service.
- Maintained accurate records of all client interactions within the company's CRM system.
- Comply with all industry rules and regulations.
Executive Trainee
Esaf Swasraya Multi State Agro Co-operative Society Ltd
12.2021 - 10.2022
- Fast approval and disbursement of Unsecured loans.
- Ensuring prompt repayment of disbursed loans.
- Co-ordinating with collection team for efficient collection of dues from borrowers.
- Fast approval and disbursement of Unsecured loans.
- Conducted analysis of current processes to identify areas for improvement in efficiency and effectiveness.
Education
MBA - Marketing and Finance
John Matthai Center,University of Calicut
Thrissur01-2020
Finance
NSS College
Ottapalam05-2017
Skills
- KYC-AML procedures
- Customer relationship management
- Problem solving
- Effective communication
- Microsoft Excel
- Due diligence
- Business intelligence
Projects
Study on the impact of marketing communication on the level of marketing activities in Clarity Imaging Center, Coimbatore, to understand the impact created through marketing communication, and to find out which element of marketing communication the customers value most
Achievements Awards
Best performer of the month for April 2022, branch-wise, in Esaf Swasraya Multi State Agro Cooperative Society.
Certification
Certified under IRDAI as Specified Person For Corporate Agent.
Timeline
Assistant Manager
THOMAS COOK INDIA LTD
05.2025 - Current
Relationship Manager
City Union Bank Ltd.
11.2022 - 04.2025
Executive Trainee
Esaf Swasraya Multi State Agro Co-operative Society Ltd
12.2021 - 10.2022
MBA - Marketing and Finance
John Matthai Center,University of Calicut
Finance
NSS College