Soby R
Kayamkulam
Summary
Adept Wealth Relationship Manager with a proven track record at ICICI BANK, leveraging strong analytical skills and quick learning ability to optimize portfolio management and expand client bases at Ageas Federal Life Insurance. Demonstrated expertise in project management and exceptional team collaboration at Dream2 Fame Solution Pvt Ltd. Achieved significant customer relationship milestones through strategic follow-ups and effective training programs.
Overview
9
9
years of professional experience
Work History
Wealth Relationship Manager
ICICI BANK
03.2023 - Current
Optimised portfolio management through continuous analysis and adjusting strategies accordingly to ensure alignment with client objectives.
Chief Relationship Manager
Ageas Federal Life Insurance
12.2017 - 09.2020
Identified potential leads through strategic Activity strong follow-up to expanding the goals with in time frame.
Sales Manager's Assistant
HDFC Life
12.2017 - 09.2020
Built and maintained excellent customer relationships through timely response to inquiries .
Information Technology Manager
Dream2 Fame Solution Pvt Ltd
07.2015 - 10.2017
Project handling and provide class room training for progress of project .
Education
Bachelor Of Engineering (BE) - Computer Science And Engineering
The Kavery Engineering College
Tamil Nadu03.2015
Higher Secondary Education -
Gov. Higher Secondary School, Kunnam.
Mavelikkara 2011
Secondary Education -
St.John’s HSS Mattom
Mavelikkara 2009
Skills
- Quick Learning
- Flexible Team player
- Strong Analytical Skill's
Accomplishments
- Achieved consecutive promotions in last two companies.
- Earning High scale monitoring benefits.
Personal Details
Name of Husband : Vishnu Rajan
Date of Birth : 07-04-1993
Nationality : Indian
Religion : Hindu
Marital Status : Married
Language known : English, Malayalam, Hindi & Tamil
Declaration
I hereby declare that the above details given are true to the best of knowledge.
Place : Kayamkulam Soby R
Date :
Timeline
Wealth Relationship Manager
ICICI BANK
03.2023 - Current
Chief Relationship Manager
Ageas Federal Life Insurance
12.2017 - 09.2020
Sales Manager's Assistant
HDFC Life
12.2017 - 09.2020
Information Technology Manager
Dream2 Fame Solution Pvt Ltd
07.2015 - 10.2017
Bachelor Of Engineering (BE) - Computer Science And Engineering
The Kavery Engineering College
Higher Secondary Education -
Gov. Higher Secondary School, Kunnam.
Secondary Education -
St.John’s HSS Mattom
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