SURENDRA A
Relationship Manager
Bangalore
Summary
Customer-focused Study Abroad Loan Advisor with expertise in overseas education financing and student counseling. Experienced in assessing eligibility, explaining loan structures, interest rates, and repayment terms, and guiding applicants from documentation to disbursement. Adept at working with multiple lenders, meeting conversion targets, and providing accurate, visa-ready financial solutions.
Overview
4
4
years of professional experience
1
1
Language
Work History
Customer Care Executive
ALLSEC TECHNOLOGY PVT LTD
04.2022 - 08.2023
- Sold SBI Credit Card Protection Plan insurance to existing cardholders via inbound and outbound calls
- Explained key benefits including card loss protection, fraud coverage, purchase protection, and personal accident insurance
- Achieved high first-call closure rates by identifying customer needs and handling objections effectively
- Completed policy enrollment, consent capture, and system updates during the same call
- Met and exceeded daily and monthly sales targets while maintaining quality and compliance standards
- Followed IRDA and SBI Card guidelines for mandatory disclosures, call recordings, and customer verification
- Delivered a positive customer experience while driving revenue through compliant cross-selling
Relationship Manager
Outleap Technologies Private Limited
11.2023 - Current
- Advised students and families on education loan options for studying abroad, including country-specific lenders, interest rates, repayment terms, and eligibility criteria
- Assessed financial profiles to recommend suitable secured and unsecured loan solutions
- Guided students through end-to-end loan application processes, documentation, and disbursement timelines
- Coordinated with banks, NBFCs, and international lenders to ensure smooth processing and approvals
- Explained visa-related financial requirements and compliance documentation
- Maintained accurate records of applications, approvals, and client interactions
- Achieved consistent conversion targets through personalized counseling and follow-ups
Education
PUC - EBAS
Alvas Pre University
Mangalore, India03-2018
B.com - Finance
Bengalore University
Bengaluru, India10-2021
SSLC -
SBG Vidhyalaya
Tumkūr03-2016
Skills
Good Communication Skill
Timeline
Relationship Manager
Outleap Technologies Private Limited
11.2023 - Current
Customer Care Executive
ALLSEC TECHNOLOGY PVT LTD
04.2022 - 08.2023
PUC - EBAS
Alvas Pre University
B.com - Finance
Bengalore University
SSLC -
SBG Vidhyalaya
Languages known
English, Kannada