Veeresh Sindagi
Summary
Driven Assistant Manager at Federal Bank, Adept in operations management and customer relations, enhanced client satisfaction and operational efficiency. Excelled in compliance, financial analysis, and fostering team growth. Achieved significant sales growth through strategic client advisory and portfolio management, showcasing a blend of analytical prowess and interpersonal skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Manager
Federal Bank
01.2023 - Current
- Conducted regular reviews and rebalancing of client portfolios for optimal returns and risk reduction.
- Supervised operations daily to achieve performance, quality, and service goals
- Addressed and resolved customer complaints promptly, resulting in increased customer satisfaction.
- Developed strong working relationships with staff, fostering a positive work environment.
- Conducted detailed financial analysis to assess the viability and performance of mutual fund investments.
- Trained junior analysts on financial modeling, market research, and client communication.
- Expanded client base through targeted marketing strategies and leveraging professional networks.
- Regularly reviewed and rebalanced client portfolios to optimize returns and minimize risk exposure.
Associate
Federal Bank
01.2012 - 01.2023
- Ensured compliance with SEBI and AMFI regulations by implementing advisory practices that maintained accurate records and transparent reporting.
- Built and maintained strong relationships with key clients, enabling effective communication between departments and teams.
- Enhanced customer satisfaction through effective resolution of complex issues and consistently delivering exceptional service.
- Developed and managed a client portfolio with total AUM
- Provided individualized investment guidance to assist clients in attaining their financial objectives through appropriate recommendations of mutual fund schemes.
- Conducted in-depth analysis of market trends, fund performance, and economic indicators to develop and implement investment strategies.
- Expanded client base through targeted marketing strategies and leveraging professional networks.
Education
Master of Business Administration -
J R N R Vidyapeeth University
01.2017
Bachelor of Commerce -
JGCC of Hubli
01.2012
Skills
- Product and Service Knowledge
- Customer Relationship Management (CRM)
- MS Office and PowerPoint
- Sales monitoring
- Business Development
- Customer Relations
- Compliance understanding
- Marketing knowledge
- Strategic Planning
- Marketing tactics
- Sales Growth
- Sales Reporting
Accomplishments
- League of campaign - for achieving cross selling.
- Quarterly achieving contest- Equires wealth
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification
- KYC AML certification
- CREDIT ANALYST
- CYBER SECURITY
Timeline
Assistant Manager
Federal Bank
01.2023 - Current
Associate
Federal Bank
01.2012 - 01.2023
Master of Business Administration -
J R N R Vidyapeeth University
Bachelor of Commerce -
JGCC of Hubli
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