Accomplished Regional relationship Manager with extensive experience in the banking sector, specialising in education loan products and team management. Proven track record in maintaining industry compliance, client acquisition, and business development techniques. Demonstrated expertise in strategic negotiation, financial analysis, and risk assessment. Adept at leading teams, coordinating with branches, and driving sales through effective marketing strategies. Committed to ethical decision-making and fostering long-lasting client relationships. Career goal: To leverage skills in a senior leadership role within the financial services industry.
Hi, I’m
Suneetharjun M
Retail Sales Manager
Bengaluru
Summary
Overview
6
years of professional experience
Work History
ICICI Bank Ltd
Portfolio Relationship Manager
01.2023 - Current
Job overview
- Expanded the regional client base through effective networking and relationship-building efforts at industry events.
- Improved team productivity by implementing efficient workflow processes and setting clear performance expectations.
- Enhanced customer satisfaction by effectively resolving escalated issues in a timely manner.
- Managed a portfolio of high-value clients, ensuring consistent communication and proactive problemsolving.
- Optimized sales strategies by analyzing market trends, competitor activities, and client feedback data.
- Conducted regular client meetings to review performance, discuss strategies, and provide valuable market insights.
- Facilitated negotiation of complex deals between clients and various stakeholders within the organization.
- Trained and mentored new relationship managers, contributing to their professional development and success within the company.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
- Managed education loan product across 12 branches
RBL BANK LTD
LFT Relationship manager
10.2021 - 12.2022
Job overview
- Coordinated with three branches to manage daily business activities
- Engaged in diverse marketing and sales activities
- Organised and attended meetings to maintain strong client relationships
- Handled client correspondence and preferences on CRM systems for marketing purposes
- Specialised in market research to uncover sales and growth potential
- Addressed and resolved customer complaints in efficient, effective and timely manner.
- Created sales and marketing strategies to increase customer base and enhance sales.
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
Axis Bank ltd
Relationship officer
10.2019 - 06.2021
Job overview
- Attended daily calls focusing on relationship management
- Identified KYC documents for compliance
- Maintained ethical conduct to support banking success
- Set up new client accounts and updated Salesforce files with precision.
- Contacted existing customers and informed them of new product offerings.
- Identified market opportunities to grow new business across dedicated accounts.
- Assisted sales team with cold calling and following up on leads.
HDB Financial services
Senior sales officer
06.2017 - 04.2019
Job overview
- Generated leads through cold calling and customer portfolio management
- Analysed market trends and competitor actions to formulate growth plans
- Partnered with managers to acquire insights on products and drive promotional campaigns
- Continuously improved self-performance by analysing customer feedback and monitoring service reviews.
- Maintained up-to-date records of customer correspondence, complaints and feedback to help advance company services.
- Worked with sales teams to determine best strategies to increase customer interest and purchases.
Education
Bangalore UniversityBengaluru
Bachelor Of Commerce from Accounting And Finance
2017
University Overview
Skills
Demonstrated initiative in all tasks
Personal Information
Personal Information
- Father's Name: M Mallikarjunaiah
- Date of birth: 04/18/93
- Gender: Male
- Marital status: Married
Timeline
Portfolio Relationship Manager
ICICI Bank Ltd
01.2023 - Current
LFT Relationship manager
RBL BANK LTD
10.2021 - 12.2022
Relationship officer
Axis Bank ltd
10.2019 - 06.2021
Senior sales officer
HDB Financial services
06.2017 - 04.2019
Bangalore University
Bachelor Of Commerce from Accounting And Finance
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