Sumathi A
Deputy Manager
Bangalore
Summary
Punctual Deputy Manager looking to obtain a position where outstanding communication and problem-solving talents can be fully utilized. Positive, ambitious, and motivational. Proven background in providing supervision and development opportunities to associates.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Deputy Manager - Corporate Employee Solution RM
Kotak Mahindra Bank Private Limited
02.2024 - Current
- Executed customer onboarding processes, ensuring seamless transitions and service delivery.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Collaborated with cross-functional teams to resolve client issues efficiently.
- Analyzed client feedback to identify areas for improvement in service offerings.
- Prepared sales presentations for clients showing success and credibility of products.
Deputy Customer Relationship Manager
Aditya Birla Sun Life Insurance
05.2023 - 01.2024
- Managed investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses, and long-term as well as short-term investment goals to devise a personalized financial plan.
- Client engagement: Assessing, understanding, and identifying clients’ investment and wealth management needs.
- Developed strategic plans to enhance client relationships. Helping clients with account details, and providing advice on financial investments.
- Cultivated relationships with new clients by executing thorough onboarding processes to enhance client satisfaction.
- Created tailored estate plans to help clients achieve their financial goals. - Helping individuals and families achieve their financial goals through trusts and estate planning.
- Guided clients in developing retirement investment strategies for financial security. - Advising how to ensure investments provide a reliable stream of money, and making sure the client understands their financial needs over their retirement.
- Integrated financial planning, with investment management, for client success. - Combining financial planning and portfolio management.
- Developed and implemented customer retention programs to enhance satisfaction and loyalty.
Customer Support
Navi Finserv Private Limited Under TeamLease Services Limited
11.2021 - 11.2022
- Recommended products and services based on customer needs.
- Reduced customer support tickets by proactively addressing common gameplay issues through detailed reporting and communication with development teams.
- Provided exceptional customer support by resolving technical issues quickly and efficiently.
- Resolves customer complaints by investigating problems, developing solutions, and preparing reports.
- Serviced existing clients and cross-sold additional products to enhance customer relationships.
- Cultivated strong client relationships through regular communication and trust-building activities.
- Keeps management informed by submitting activity and results reports, such as daily call reports and weekly work plans.
Team Coordinator
ICICI Bank Private Limited Under I-Process Services (India) Pvt. Ltd.
06.2019 - 10.2021
- Manage team communication and collaboration.
- Contributed to the team effort by accomplishing tasks.
- Managed team communication and collaboration to ensure alignment on tasks.
- Implemented process improvements that increased team productivity and reduced operational bottlenecks.
- Led production meetings to provide reports to management.
- Delegated daily tasks, addressed employee questions and resolved scheduling issues.
- Created staff schedules, approved requested time off and updated reports.
- Used advanced features of Microsoft Office to complete all necessary reports for senior management review.
Data Entry
Home Fund Raising Private Limited
09.2015 - 06.2018
- Prepared, compiled, and sorted documents for accurate data entry.
- Verified and logged the receipt of data to ensure integrity.
- Transcribed source data into the required electronic format for seamless integration.
- Verifies and logs the receipt of data.
Education
B. Com -
Karnataka State Open University
Mysore2013
PUC -
National Institute of Open Schooling
Bengaluru2009
SSLC -
St. Euphrasia's Girls High School
Bengaluru2007
Skills
Cost analysis and savings
Operations management
Performance improvements
Sales strategies
Certification
IRDA
Interests
Listening Music, Drawings, sketching and painting, Learning New Activities
Timeline
Deputy Manager - Corporate Employee Solution RM
Kotak Mahindra Bank Private Limited
02.2024 - Current
Deputy Customer Relationship Manager
Aditya Birla Sun Life Insurance
05.2023 - 01.2024
Customer Support
Navi Finserv Private Limited Under TeamLease Services Limited
11.2021 - 11.2022
Team Coordinator
ICICI Bank Private Limited Under I-Process Services (India) Pvt. Ltd.
06.2019 - 10.2021
Data Entry
Home Fund Raising Private Limited
09.2015 - 06.2018
B. Com -
Karnataka State Open University
PUC -
National Institute of Open Schooling
SSLC -
St. Euphrasia's Girls High School
Strengths
- Ability to learn new things and creativity.
- Ability to work with team and dedication.
- Critical thinking and problem solving
- Teamwork and collaboration
- Professionalism and strong work ethic
- Leadership and Discipline
- Hardworking Nature.
- Positive thinking & Self-motivation.
- Smart working and Enthusiasm.
PERSONAL DETAILS
- Name: Sumathi A
- DOB: 1990-06-08
- Marital Status: Married
- Husband Name: R James Christopher
- Nationality: Indian
- Language Known: English, Kannada, Hindi and Tamil.