Relationship Manager
capri global finance ltd
Morbi
11.2024 - 02.2025
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
SATISH BALASARA
MORBI
Summary
Dynamic Relationship Manager at Capri Global Finance Ltd, adept at financial analysis and client relationship management. Successfully enhanced client satisfaction through strategic risk assessments and tailored retirement planning. Proven ability to generate new business while fostering strong relationships, leveraging excellent communication and leadership skills to drive results.
Work History
Education
HSC -
HSC
GUJRAT03-2016
SSC -
SSC
GUJRAT03-2014
Skills
- Financial analysis
- Client relationship management
- Market research
- Time management
- Policy management
- Relationship building and management
- Client relationships
- Team leadership
- Excellent communication
- Service support
- Financial services
- New business generation
- Credit history review
Languages
Gujarati
First Language
English
Beginner
A1
Hindi
Beginner
A1
References
References available upon request.
Timeline
Relationship Manager
capri global finance ltd
11.2024 - 02.2025
HSC -
HSC
SSC -
SSC
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