Satya Srihari Bonthu
Relationship Executive
Hyderabad
Summary
Dynamic professional with a proven track record at Bajaj Capital, excelling in relationship building and financial planning processes. Leveraged persuasion techniques and exceptional communication to surpass quarterly targets, significantly enhancing customer satisfaction and retention. A comprehensive skill set in both client management and technical domains. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Executive
Bajaj Capital
06.2023 - Current
- Contributed to the growth of the business by identifying new opportunities and potential clients through market research.
- Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Managed a diverse portfolio of clients, ensuring their financial goals were met or exceeded through personalized recommendations and solutions.
- Created, modified and executed business plans to maximize client satisfaction.
- Consistently achieved quarterly targets related to revenue growth, client retention rates, and new business acquisition.
- Met existing customers to review current services and expand sales opportunities.
Accounts Executive
BVP Associates
06.2020 - 03.2023
Gst Filling
Tally ERP
Education
B.Com - Accounting And Finance
Dr B.R Ambedkar Open University
Vijayawada, India 04.2001 -
Skills
Relationship Building
Excellent Communication
Customer Relationships
Relationship building and management
Customer Service
Financial planning processes
CRM proficiency
Professional Networking
Interpersonal and written communication
Certification
NISM V A Mutual Fund Distributors
Timeline
Relationship Executive
Bajaj Capital
06.2023 - Current
Accounts Executive
BVP Associates
06.2020 - 03.2023
B.Com - Accounting And Finance
Dr B.R Ambedkar Open University
04.2001 -