Swathika Ramesh

Coimbatore

Summary

Dynamic banking professional with a proven track record at South Indian Bank, excelling in client relationship management and operations optimization. Expert in CRM analysis and financial planning, I consistently achieved high customer satisfaction and sales targets, leveraging effective communication and problem-solving skills to drive growth and enhance service delivery.

Overview

years of professional experience

Work History

EXPERIENCED BANKING PROFESSIONAL | CLIENT RELATIONSHIP & OPERATIONS EXPERT

SOUTH INDIAN BANK

SALEM

10.2022 - Current

Managed high-value customer portfolio, delivering personalized banking solutions and achieving high satisfaction scores.
Led initiatives at the branch level to streamline operations and enhance service turnaround time.
Coordinated departmental activities to optimize daily operations and improve efficiency.
Analyzed performance data to identify growth opportunities and areas for improvement.
Tracked customer interactions and service issues using CRM tools for effective follow-up.
Ensured accurate transaction processing and exceptional service delivery for client accounts.
Implemented strategies to achieve sales targets for loans, credit cards, and savings accounts.
Provided investment advice aligned with market trends and individual financial goals.

Education

BBA -

CMS College of Science And Commerce

Coimbatore

06-2022

Secondary School -

Sowdambika Matric Higher Secondary School

Tiruchirapalli

03-2019

Skills

Client onboarding and engagement
Relationship management
Cross-selling and value expansion
Customer escalation handling
CRM reporting and analysis
CRMNEXT proficiency
MS Office expertise
Financial analysis
Sales strategy implementation
Investment advisory
Performance data analysis
CRM software proficiency

Risk assessment
Effective communication
Team collaboration
Problem solving
Time management
Anti-money laundering expertise
Financial planning
Banking software proficiency
Portfolio management
Referral generation
Operations management
Due diligence

View

I’m eager to leverage my financial expertise and relationship management skills in a dynamic, customer-centric role at a forward-thinking organization that values growth and innovation.

Affiliations

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