ABHIJITH V KUMAR
OTTAPALAM
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Overview
2
2
years of professional experience
1
1
Certificate
Work History
Relationship Manager
Bajaj Capital LTD
PALAKKAD
03.2022 - Current
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Developed financial plans and strategies tailored to clients' individual needs.
- Identified new business opportunities through networking events or referrals from existing clients.
REGIONAL MANAGER
Xylem learning
PALAKKAD
- As the regional manager it was my duty to build an entire team for Palakkad region, training them Making them to be the ambassadors of xylem
- Developed strategies and plans for regional sales growth.
- Conducted regular market research to identify customer needs and preferences.
SENIOR RELATIONSHIP MANAGER
IDBI Federal Life Insurance
- As the senior relationship manager it was my duty to meet, convert and maintain the high value customers to the organization.
SALES EXECUTIVE
Sterling holidays and resorts ltd
- Duties included meeting customers and presenting value benefits to the clients.
DEPUTY RELATIONSHIP MANAGER
AMERICAN EXPRESS INDIA PVT LTD
- As the deputy relationship manager it was my duty to meet and maintain the high value customers to the organization
- Was awarded for the excellence in performance in quarter 3 of 2018.
BUSINESS DEVELOPMENT EXECUTIVE
MAGNASOFT INDIA PRIVATE LTD
- As a Business Development Executive my duties were to introduce the product and features to the customers
Education
MBA -
AIMIT BANGALORE
01.2016
B.COM -
AMC CALICUT UNIVERSITY
01.2014
12TH -
K.V. OTTAPALAM
01.2011
10TH -
K.V.OTTAPALAM
01.2009
Skills
- TALLY 9
- SAP B1
- Relationship building and management
- Customer Relationships
- Wealth management portfolios
- Client acquisition
- Portfolio Growth
Certification
- NISM V-A
Languages
Malayalam
First Language
Hindi
Upper Intermediate
B2
English
Upper Intermediate (B2)
B2
Tamil
Beginner
A1
Timeline
Relationship Manager
Bajaj Capital LTD
03.2022 - Current
REGIONAL MANAGER
Xylem learning
SENIOR RELATIONSHIP MANAGER
IDBI Federal Life Insurance
SALES EXECUTIVE
Sterling holidays and resorts ltd
DEPUTY RELATIONSHIP MANAGER
AMERICAN EXPRESS INDIA PVT LTD
BUSINESS DEVELOPMENT EXECUTIVE
MAGNASOFT INDIA PRIVATE LTD
MBA -
AIMIT BANGALORE
B.COM -
AMC CALICUT UNIVERSITY
12TH -
K.V. OTTAPALAM
10TH -
K.V.OTTAPALAM
Disclaimer
I here declare that the above information furnished is true to the best of my knowledge.
Personal Information
- Date of Birth: 28/01/1994
- Gender: MALE
- Marital Status: Married
Disclaimer
I hereby declare that the above furnished details are true to the best of my knowledge.
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