Summary
Overview
Work History
Education
Skills
Certification
Disclaimer
Timeline
Generic
Sandeep M S

Sandeep M S

Palakkad

Summary

Dedicated and client-focused Relationship Manager with experience at Bajaj Capital. Proven track record of building and maintaining strong client relationships, providing personalized financial advice, and driving revenue growth. Skilled in financial analysis, investment strategies, and portfolio management. Strong communicator with the ability to understand and address client needs effectively. Committed to delivering exceptional service and achieving mutual financial goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Manager

Bajaj Capital Limited
08.2022 - Current
  • As a Bajaj Capital Relationship Manager, I excelled in client relationship building, financial advisory, and investment management.
  • Demonstrated expertise in analyzing clients' financial goals, providing tailored solutions, and ensuring optimal portfolio performance.
  • Proven track record of fostering long-term partnerships, driving sales growth, and staying abreast of market trends to deliver strategic financial guidance.

Deputy Manager

HDFC BANK
07.2021 - 07.2022
  • Accomplished HDFC Bank Deputy Manager with a focus on personal banking.
  • Proficient in managing diverse financial portfolios, providing expert advice on banking products, and ensuring exceptional customer service.
  • Adept at analyzing client needs, offering customized solutions, and achieving targets through effective relationship management.
  • Demonstrated leadership in team collaboration and adherence to banking regulations.

Education

MBA - FINANCE

Bharathiar University

Post Graduate Diploma - Sales & Relationship Banking

Manipal Academy of Higher Education, Manipal Academy of Banking, Bengaluru

B.Com - Finance

Chinmaya Mission

H.S.C -

M.N.K.M. G.H.S.S
Pulappatta, Palakkad

S.S.L.C -

K.P.R.P.H.S.S
Kongad, Palakkad

Skills

  • Financial Analysis
  • Investment Strategies
  • Portfolio Management
  • Client Relationship Management
  • Sales Growth
  • Market Trend Analysis

Certification

  • NISM-Series- V-A: Mutual Fund Distributors Certification Examination
  • NISM-Series-VI: Depository Operations Certification Examination
  • IC38 - Certificate Exam of Corporate Agents (SP Composite)

Disclaimer

I here declare that the above information furnished is true to the best of my knowledge.

Timeline

Relationship Manager

Bajaj Capital Limited
08.2022 - Current

Deputy Manager

HDFC BANK
07.2021 - 07.2022

MBA - FINANCE

Bharathiar University

Post Graduate Diploma - Sales & Relationship Banking

Manipal Academy of Higher Education, Manipal Academy of Banking, Bengaluru

B.Com - Finance

Chinmaya Mission

H.S.C -

M.N.K.M. G.H.S.S

S.S.L.C -

K.P.R.P.H.S.S

Similar Profiles

CREATE PROFILE
Sandeep M S