Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Languages
Hobbies and Interests
Timeline
Hi, I’m

KARTHICK V

Chennai
KARTHICK V

Summary

Professional and dedicated team player experienced in overseeing operations of individual and multi-unit facilities. Develops successful programs to improve profitability. Seeking new position with exciting challenges where great skills will be valued.

Overview

5
years of professional experience
1
Certification

Work History

ICICI SECURITIES
Chennai

EQUITY RELATIONSHIP MANAGER
07.2022 - Current

Job overview

  • To manage customers & provide Financial/Investment Advisory, Develop new relations through referencing & other sources
  • To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization
  • Successfully managed a large and complex client portfolio, resulting in significant revenue growth and client satisfaction
  • Developed and executed effective client acquisition and retention strategies
  • Built strong relationships with clients and internal stakeholders, resulting in increased collaboration and business growth
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Resolved escalated customer issues efficiently and effectively within established timelines.

HDB FINANCIAL SERVICES
Chennai

Executive
12.2019 - 07.2024

Job overview

  • Company Overview: HDB Financial Services (HDBFS) is a leading Non-Banking Financial Company (NBFC) that caters to the growing needs of an Aspirational India, serving both Individual & Business Clients
  • Handling the walk-in customers to the branch
  • Selling the banking products to the customer directly on the field
  • Processing the CASA accounts opening
  • Making the customer to gain a clear knowledge about credit cards and their advantages to the customers
  • Making the customer to get a product without any negligence
  • HDB Financial Services (HDBFS) is a leading Non-Banking Financial Company (NBFC) that caters to the growing needs of an Aspirational India, serving both Individual & Business Clients
  • Assisted customers in making informed decisions on the best credit card product for their needs.
  • Provided detailed information on fees, interest rates, payment methods, rewards programs and other related topics.
  • Analyzed customer profiles to recommend appropriate credit cards based on individual financial situation.

Education

THEAYAGARAYA COLLEGE
Chennai, Tamil nadu

B. Com from General
04.2019

Chennai Hr sec. School
Chennnai, Tamil nadu

Higher Secondary
03-2015

Chennai High School
Chennnai, Tamil nadu

SSLC from state board
03.2012

Skills

  • Customer service
  • Problem solving
  • Processing loans
  • Data analysis skills
  • Goal oriented mindset
  • Hard working
  • Computer knowledge
  • Team work
  • Risk management
  • Persuasion skills
  • Wealth management portfolios
  • New business generation
  • Client acquisition
  • Relationship building and management
  • Financial planning processes
  • Strategic selling

Personal Information

Date of Birth: 18-02-1998

Certification

NISM 5A, 10/06/26

Languages

  • Tamil, Native or Bilingual Proficiency
  • English, Full Professional Proficiency

Hobbies and Interests

  • Team work
  • Risk management
  • Persuasion skills
  • Socializing with friends and family
  • Social service community work
  • Football

Timeline

EQUITY RELATIONSHIP MANAGER

ICICI SECURITIES
07.2022 - Current

Executive

HDB FINANCIAL SERVICES
12.2019 - 07.2024

THEAYAGARAYA COLLEGE

B. Com from General

Chennai Hr sec. School

Higher Secondary

Chennai High School

SSLC from state board

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KARTHICK V