Summary
Overview
Work History
Education
Skills
Websites
Passions
Projects
Timeline
Hi, I’m

VIGNESH ACHAR

RELATIONSHIP ASSOCIATE
MANGALORE,Karnataka
VIGNESH ACHAR

Summary

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Personable New Accounts Representative with Number years' experience in Industry. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities.

Overview

3
years of professional experience

Work History

AXIS SECURITIES LTD
Mangalore

Branch Relationship Officer (Pre-Owned Car Loan Department)
08.2019 - 12.2020

Job overview

  • Contributed to an increase in loan approvals by carefully assessing applicants'' creditworthiness and eligibility.
  • Supported branch operations by adhering to compliance guidelines, mitigating risk, and maintaining accurate records.
  • Boosted customer satisfaction by providing exceptional service and addressing client concerns promptly.
  • Collaborated with team members to achieve branch targets and improve overall efficiency.
  • Maintained strong relationships with clients by offering personalized financial advice and support.
  • Helped cultivate a loyal customer base through consistent follow-ups, relationship-building efforts, and tailored financial recommendations.
  • Played an integral role in achieving branch revenue goals by consistently meeting individual sales targets.

Discussed financial options with clients and provided informed suggestions.

Bank Of Baroda Financial[off Role]
Mangalore

Branch Relationship Officer
01.2021 - 06.2021

Job overview

  • Played an integral role in achieving branch revenue goals by consistently meeting individual sales targets.
  • Assisted in implementing marketing campaigns to attract new customers and expand the bank''s reach.
  • Ensured adherence to bank policies when opening new accounts or processing loan applications, minimizing errors and potential risks.
  • Acted as a liaison between customers and other bank departments, ensuring smooth communication and coordination of services.

MAX LIFE INSURANCE COMPANY LTD
Mangalore

Relationship Associate
07.2021 - 06.2022

Job overview

  • Assisted in the onboarding process for new clients, streamlining communication and documentation procedures.
  • Collaborated with internal teams to develop customized financial solutions for clients'' unique situations.
  • Developed strong rapport with clients by actively listening to their needs and demonstrating genuine concern for their financial wellbeing.
  • Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
  • Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.

Education

St aloysious college mangalore

Diploma in business management

Nitte unversity

B. Com

Alvas pre University college moodbidri

PUC

Maryvale high school kinnigoli

SSLC

Skills

MS World knowledge

Passions

  • Biking
  • Trekking
  • Fitness
  • Cycling
  • Cricket
  • Football

Projects

Case study based on Jio network, Date period, Location, Case study based on jio network Detailed survey of statistical and business growth of jio network in manglore region,by collecting relevant data from branches since its arrival into market Cased study based on barath benz Detailed study and analysis of auautomobile company bharath benz in india What was a successful outcome of your work? (e.g. Raised $3,000 for the charity)

Timeline

Relationship Associate

MAX LIFE INSURANCE COMPANY LTD
07.2021 - 06.2022

Branch Relationship Officer

Bank Of Baroda Financial[off Role]
01.2021 - 06.2021

Branch Relationship Officer (Pre-Owned Car Loan Department)

AXIS SECURITIES LTD
08.2019 - 12.2020

St aloysious college mangalore

Diploma in business management
04.2019

Nitte unversity

B. Com
04.2018

Alvas pre University college moodbidri

PUC
04.2015

Maryvale high school kinnigoli

SSLC
04.2012
VIGNESH ACHARRELATIONSHIP ASSOCIATE