Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Timeline
Generic
S SANJEEVI KUMAR

S SANJEEVI KUMAR

CHENNAI

Summary

Meticulous with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Consultant

ICICI PRUDENTIAL LIFE INSURANCE
CHENNAI
11.2017 - 07.2019
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Collaborated with operations manager on staff compliance with financial and banking regulations.
  • Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Educated clients on financial concepts related to investing in order to increase their knowledge base.

Service Delivery Manager

INDUSIND BANK
CHENNAI
10.2019 - 11.2021
  • Maintained records of customer interactions and complaints for future reference.
  • Developed operational policies and procedures related to service delivery management.
  • Analyzed customer feedback data to identify opportunities for improvement.
  • Managed service delivery expectations.
  • Monitored and managed desktop support, IT services and VIP support functions to boost performance.
  • Planned and completed group projects, working smoothly with others.
  • Identified needs of customers promptly and efficiently.

Branch Relationship Manager

AXIS BANK
CHENNAI
11.2021 - Current
  • Monitored account activity for suspicious transactions or fraud attempts.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Analyzed customer feedback data and developed strategies to address customer concerns.
  • Developed and implemented customer service plans to improve customer satisfaction levels.
  • Handling all the customer related service request and clarification
    Maintaining the service request TAT and achieving the FTR
    Handling customer escalation
    Building a rapo with existing customers
    Deliverables Management
    Handling internal transfer, tax payment, bulk payment, salary payments, NEFT/RTGS etc
    Loading / Refund of Multicurrency card
    Locker Management
    Handling petty cash and branch bills payment
    Tracking/managing gold loan transaction
    Teller Management
    Make contact with our Prospect and record their details
    Finding more prospects and determine if our products or services are a good fit for them
    Drill into the prospect's requirements
    Demonstrate to the Prospect how our product or service would benefit them
    Send our Quote or proposal and adjust our proposal in the light of the prospect's needs
    Deliver our Products or services
    Managing & Driving the I-bank employee to generate the LI leads and responsibility for achieving the branch target
    Role & Responsibilities
    Axis bank, in Branch banking domain
    Handling entire branch operation related activities including managing the client level escalation and cross selling the product
    Handled Selaiyur cluster & Chennai Main branch as Financial consultant, Responsible for cluster LI target and driving the I- bank employee to generating & converting the LI leads and managing HNI clients
    An achievement-oriented professional, targeting leadership assignments in Trade Finance Operations with an organization of repute within Banking sector for mutual growth, preferably in Chennai.

Education

Bachelor of Arts - CORPORATE SECRETARYSHIP

MAR GREGORIOS COLLEGE
CHENNAI
04-2017

12TH - COMMERCE

SHRI B K KOTHARI HR SEC SCHOOL
CHENNAI
03-2014

Skills

  • Investment Advice
  • Mutual Funds
  • Planning for Retirement
  • Pipeline Management
  • Client Relations
  • Cash Handling

Certification

  • IRDAI
  • AMFI

Languages

Tamil
First Language
English
Elementary (A2)
A2

Accomplishments

  • AWARD OF APPRECIATION FOR EXPEMPLARY PERFORMANCE IN SALES (INDUSIND BANK)
  • AWARD OF APPRECIATION FOR STUPENDOUS PERFORMANCE IN HEALTH BUSINESS (INDUSIND BANK)
  • AWARD OF APPRECIATION FOR EXPEMPLARY PERFORMANCE IN MOON SHOT (AXIS BANK)

Timeline

Branch Relationship Manager

AXIS BANK
11.2021 - Current

Service Delivery Manager

INDUSIND BANK
10.2019 - 11.2021

Financial Consultant

ICICI PRUDENTIAL LIFE INSURANCE
11.2017 - 07.2019

Bachelor of Arts - CORPORATE SECRETARYSHIP

MAR GREGORIOS COLLEGE

12TH - COMMERCE

SHRI B K KOTHARI HR SEC SCHOOL

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