Python
William L
Banker
chengalpattu,TN
Summary
Experienced Service Development Officer and Relationship Manager with a background in Finance, Marketing, and Data Science seeking a new opportunity as a Data Scientist, Data Analytics and Operations in Banking domain. Proven track record of driving growth and success in service development initiatives. Dedicated and detail-oriented professional with a passion for delivering exceptional customer experiences.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Service Development Officer
Kotak Mahindra Bank
01.2023 - Current
- Oversaw and managed branch operations as the primary point of escalation for issues, granting authorization for exceptions or deviations from established policies, including ticket refunds and similar matters.
- Mentored junior staff members, helping them develop their skills and advance in their careers.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
- Managed customer inquiries and effectively resolved complaints to ensure high levels of satisfaction.
- Streamlined operational processes,resulting in a 20% increase in efficiency and productivity within the branch.
- Implemented new service initiatives to improve efficiency and customer satisfaction, resulting in a 15% increase in positive feedback.
- Collaborated with cross-functional teams to develop and launch innovative service offerings, contributing to a considerable growth in revenue.
- Analyzed market trends and customer feedback to identify opportunities for service expansion.
Relationship Manager
Kotak Mahindra Bank
06.2018 - 12.2022
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Developed and maintained long-term relationships with high-net-worth clients, resulting in increased client retention and satisfaction rates.
- Organized regular events to foster community engagement among clients, solidifying existing relationships and attracting new business prospects.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
Sales Manager(Banca)
Kotak Life Insurance
11.2014 - 10.2017
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Created compelling presentations that highlighted product features/benefits to potential clients while addressing their pain points directly.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Fostered strong relationships with key clients and stakeholders, resulting in increased repeat business and referrals.
- Utilized data analysis and market research to identify opportunities for expansion and diversification of product offerings.
Sales Manager( Tied- Agecy)
Exide Life Insurance Company
08.2014 - 11.2014
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Facilitated cross-functional communication between sales, marketing, and product development teams to ensure cohesive efforts towards shared goals.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
- Trained and mentored a team of advisors, leading to a considerable improvement in their sales performance.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Optimized territory management plans by analyzing data on customer demographics, preferences, and buying patterns.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
Sales Development Manager
HDFC Life Insurance Company
08.2012 - 06.2014
- Streamlined sales processes for improved efficiency and faster deal closures.
- Navigated complex sales cycles skillfully, managing multiple stakeholders while maintaining focus on achieving desired outcomes efficiently.
- Negotiated favorable contract terms with clients to secure profitable deals and maintain long-term partnerships.
- Collaborated with marketing teams to develop impactful campaigns that drove lead generation and conversions.
- Aligned sales strategies with company objectives to drive overall business growth.
- Developed a high-performing sales team through targeted coaching, training, and performance evaluations.
- Increased sales revenue by implementing strategic growth initiatives and fostering strong client relationships.
Financial Planning Consultant
Aviva Life Insurance
03.2011 - 07.2012
- Assisted in designing marketing materials promoting the firm''s services, attracting new prospects, and expanding brand awareness in the industry.
- Collaborated with cross-functional teams to deliver comprehensive financial solutions for clients.
- Enhanced client satisfaction with personalized consultations and tailored recommendations.
- Developed strong relationships with clients, earning referrals and expanding the client base.
- Streamlined investment strategies for optimal returns and minimized risks.
- Contributed meaningfully towards the growth of the firm by consistently meeting and exceeding performance targets.
- Worked closely with colleagues to establish best practices for managing client relationships, improving overall team effectiveness.
Education
No Degree - Data Science
Manipal University
Bengaluru, India 04.2001 -
MBA - Finance And Marketing
Bharath College of Science And Management
Thanjavur, India 04.2001 -
Bachelor of Science - Physics
Rajah Serfoji Govt College
Thanjavur, India 04.2001 -
High School Diploma -
St Michael's High School
Thanjavur, India 04.2001 -
Skills
Work Coordination
undefinedSoftware
SQL
Tableau
Power BI
Certification
POST GRADUATE CERTIFICATE PROGRAM IN DATA SCIENCE AND MACHINE LEARNING
Timeline
POST GRADUATE CERTIFICATE PROGRAM IN DATA SCIENCE AND MACHINE LEARNING
05-2024
Service Development Officer
Kotak Mahindra Bank
01.2023 - Current
Relationship Manager
Kotak Mahindra Bank
06.2018 - 12.2022
Sales Manager(Banca)
Kotak Life Insurance
11.2014 - 10.2017
Sales Manager( Tied- Agecy)
Exide Life Insurance Company
08.2014 - 11.2014
Sales Development Manager
HDFC Life Insurance Company
08.2012 - 06.2014
Financial Planning Consultant
Aviva Life Insurance
03.2011 - 07.2012
No Degree - Data Science
Manipal University
04.2001 -
MBA - Finance And Marketing
Bharath College of Science And Management
04.2001 -
Bachelor of Science - Physics
Rajah Serfoji Govt College
04.2001 -
High School Diploma -
St Michael's High School
04.2001 -
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