Sudip Philipose
Summary
A Productive Relationship Officer adept at assessing the financial needs of various clients and offering them banking and financial advisory. Dedicated in developing new prospects and managing customer relationship to achieve sales and goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Branch Relationship Officer
Axis Bank
04.2021 - Current
- Completed the assigned tasks of providing financial advice to customer in choosing financial products and services
- Performed responsibilities of selling banking products and services as well as sourcing and maintaining relation with customers
- Resolved Customer Query and Responded to questions about accounts.
- Maximized sales opportunities by thoroughly analyzing client portfolios and suggesting suitable products based on their financial goals.
Intern
Toppr Technologies Pvt. LTD.
05.2020 - 06.2020
- Provided Academic Guidance and support to students using the company Technology Platform.
- Conducted Training Session and Workshops for students and Parents.
- Generated Leads with the Reference of Students.
Education
PGDM -
St. Kabir Institute of Professional Studies
Ahmedabad, India03.2021
B.Com -
Tolani Commerce College
Gandhidham04.2018
Skills
- Compliant Handling
- Customer Service
- Lead Generation
- Client Acquisition
- Solution and Result Oriented
Certification
- Swayam (Developing Soft Skill and Personality)
- Digital Marketing
- NISM VA (Mutual Fund Distributors)
Computing skills
Articulate with MS Office
Extra-Curricular/ Achievements
Awarded by College for Kho Kho in Raanbhoomi Event
Awarded Gold Medal by YMCA in Cricket League
Member of Rising Ambition
References
Mr. Dhiren Bhalani, Manager, dhirenbhalani37@gmail.com
Timeline
Branch Relationship Officer
Axis Bank
04.2021 - Current
Intern
Toppr Technologies Pvt. LTD.
05.2020 - 06.2020
PGDM -
St. Kabir Institute of Professional Studies
B.Com -
Tolani Commerce College
Similar Profiles
Lakshay SharmaLakshay Sharma
Deputy Manager at Axis Bank (On Payroll Of Axis Bank)Deputy Manager at Axis Bank (On Payroll Of Axis Bank)
Preethi VPreethi V
Relationship Associate at Axis Bank - Axis Max Life InsuranceRelationship Associate at Axis Bank - Axis Max Life Insurance
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
ANIL BASAKANIL BASAK
Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)
Manjunatha RManjunatha R
Branch Relationship Officer and Asst Branch Operations Head at Axis Bank LtdBranch Relationship Officer and Asst Branch Operations Head at Axis Bank Ltd