Saisri Suresh Naik
Margao
Summary
Result-driven and customer focused professional with over 9.5 years experience in banking and insurance industry building strong client relations and providing tailored investment solutions to meet individual and business needs with a proven track record of achieving sales target , and ensuring high levels of both management and client satisfaction.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Pioneer Relationship Manager
INDUSIND BANK LTD
Margao
07.2024 - Current
- Working since 08-07-2024 till Currently working
- To manage high-net-worth clients, a primary contact for personalized financial guidance, investment strategies for HNI clients & portfolio management
Personal Banking welcome desk
HDFC BANK LTD
Navelim
08.2021 - 06.2024
- Working since 02-08-2021 till 27-06-2024
- To manage client accounts, advice on financial products, and provides banking services
Customer Service Officer
AXIS BAK LTD
Margao
02.2020 - 08.2021
• Working since 06-02-2020 till 01-08-2021
• A service to sales job where in to process transactions, giving customers advice on financial products of the bank , collecting loan payments, assisting with account openings/closures.
Financial Services Consultant
ICICI PRUDENTIAL LIC LTD
Panaji
05.2016 - 01.2020
- Working since 02-05-2016 till 14-01-2020
- To help clients with holistic financial planning (investments, retirement, taxes, estate) while also recommending specific insurance products (life, disability, etc.) to manage risk.
Education
B.Com - Commerce
Goa University
Taleigao 06.2013 - 01/2016
XIIth - English
Goa
Goa 06.2011 - 04.2013
Xth - English
Goa
GoaSkills
- Excellent Verbal And Written Communication Skills
- Quick learner
- Fluent English
- Communication Skills
- Affluent Relationship Manager
Certification
- Qualified major RNR, ICICI PRU LIC, 12/2019
- MDRT QUALIFIER, AXIS BANK LTD, 12/2020
- MDRT QUALIFIER, HDFC BANK - MALAYSIA, 08/2023
- MDRT QUALIFIER, HDFC BANK - THAILAND, 01/2024
Languages
- Hindi
- Konkani
- Marathi
- English
Experience Years
9 Years 5 Months
Languages
English
Advanced
C1
Hindi
Proficient
C2
Marathi
Proficient
C2
Konkani
Proficient
C2
Timeline
Pioneer Relationship Manager
INDUSIND BANK LTD
07.2024 - Current
Personal Banking welcome desk
HDFC BANK LTD
08.2021 - 06.2024
Customer Service Officer
AXIS BAK LTD
02.2020 - 08.2021
Financial Services Consultant
ICICI PRUDENTIAL LIC LTD
05.2016 - 01.2020
B.Com - Commerce
Goa University
06.2013 - 01/2016
XIIth - English
Goa
06.2011 - 04.2013
Xth - English
Goa