Sudip Philipose
Adipur
Summary
A Productive Relationship Officer adept at assessing the financial needs of various client and offering them banking and financial advisory. Dedicated in developing new prospects and managing customer relationship to achieve sales and goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Branch Relationship Officer
Axis Bank
Gandhidham
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 relationships with customers.
- Maximized sales opportunities by thoroughly analyzing client portfolio and suggesting suitable products based on their financial goals.
- Actively participated in sales campaigns designed to increase sales.
Intern
Toppr Technologies Pvt. Ltd.
Gandhidham
05.2020 - 06.2020
- Provided academic guidance and support to students using the company’s technology platform.
- Conducted a training session and workshop for students and parents.
- Generated leads with the reference of students.
Education
PGDM - Marketing, International Business
St. Kabir Institute of Professional Studies
Ahmedabad03-2021
B.Com -
Tolani Commerce College
Gandhidham04-2019
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)
Accomplishments
Awarded By College for Kho Kho in Raanbhoomi Event
Awarded Gold Medal by YMCA in Cricket League
References
Mr. Arpit Jonwal, Assistant Vice President- 9825690456
Mr. Dhiren Bhalani, Manager- 9879378808
Timeline
Branch Relationship Officer
Axis Bank
04.2021 - Current
Intern
Toppr Technologies Pvt. Ltd.
05.2020 - 06.2020
PGDM - Marketing, International Business
St. Kabir Institute of Professional Studies
B.Com -
Tolani Commerce College
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