Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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

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 -
Satya Srihari BonthuRelationship Executive