SREEJITH P
Palakkad
Summary
A highly organized and diligent professional individual having five year experience in the banking and financial services. Seeking a challenging position in a reputed company where I can utilize and explore my skills and technical competency which helps in the improvement of my career.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Bank Relationship Officer
Geojit Financial Services Limited
03.2025 - Current
- Responsible for establishing and nurturing business relationships to facilitate the acquisition of Demat and Trading accounts through Geojit's alliance with major banking partners.
- Actively coordinate with bank partners including Federal Bank, South Indian Bank, Punjab National Bank, Union Bank of India, Karur Vysya Bank, IDFC Bank, and ESAF Bank to streamline the client onboarding process.
- Maintain relationships with existing clients to ensure a high level of customer satisfaction.
- Stay updated on market trends and investment opportunities to provide informed recommendations.
Associate - Accounts & Finance
Bharath Financial Inclusion Limited
- Works in the designation of Associate- Accounts & Finance in the Accounts & Finance Department with the company.
- With Five year experience in accounting, finance & auditing field
- Working with Bharath Financial Inclusion Limited, Other name IndusInd Financial Inclusion Limited (MFI-NBFC) an 100% Subsidiary of IndusInd Bank.
- Assisting internal auditors, analyzing business decisions, and assisting in branch operations.
- Handling cash transactions, deposits, bank-related activities, and coordinating branch development.
- Verification of financial registers, preparing cash and bank balances, and coordinating expense management.
- Branch health monitoring, staff welfare, and reporting fraudulent or policy violations.
- Maintaining regional office and branch accounts, managing fund requirements, and preparing for audits.
- It involves consolidating reports, training staff, and maintaining accurate records and files.
Education
Master of Business Administration - (Banking, Financial Services & Insurance)
Manipal University Jaipur
02-2024
Bachelor of Commerce - Finance
Yuvakshetra Institute of Management Studies
04-2018
Skills
- Team Work
- Time Management
- Leadership
- Self Motivated
- Good Communication
- Positive
- Excel Skills
Certification
- Certified Industrial Accountant (CIA) - ICA
- SAP (FICO)- ICA (2019-2020)
Timeline
Bank Relationship Officer
Geojit Financial Services Limited
03.2025 - Current
Associate - Accounts & Finance
Bharath Financial Inclusion Limited
Master of Business Administration - (Banking, Financial Services & Insurance)
Manipal University Jaipur
Bachelor of Commerce - Finance
Yuvakshetra Institute of Management Studies