ASHA MARIYA YESU
Prince Albert,Canada
Summary
Motivated Relationship Manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Easy Home
07.2023 - Current
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in both Lending and Collection.
- Processed loan applications and monitored progress from start to finish.
- Responded to customer requests for products, services.
Relationship Manager
ICICI BANK LTD.
05.2018 - 06.2022
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Provided an appropriate financial plan to clients by assessing their overall financial status and understanding their needs.
- Conducted financial due diligence on potential investments and acquisitions.
- Achieved client loyalty through quality, productivity, service and proactive management.
Assistant Bank Manager
ICICI BANK LTD.
05.2016 - 04.2018
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Bank Customer Service Representative
ICICI BANK LTD.
10.2013 - 04.2016
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Handled cash with high accuracy and took care to check bills for fraud.
- Processed various transactions with accuracy and according to bank standards and legal requirements.
- Reached out to existing bank customers and offered personalized support for different needs.
Education
Bachelor of Engineering - Electronics And Communication Engineering
ANNA UNIVERSITY
Chennai04.2013
Skills
- Proactive and Focused
- Customer Service
- Cash handling
- Investment guidance
- Financial administration
- Regulatory compliance
- Microsoft Access and Dynamics
- Financial Services
Certification
- Insurance Regulatory and Development Authority
- Association of Mutual Funds in India
Timeline
Financial Service Representative
Easy Home
07.2023 - Current
Relationship Manager
ICICI BANK LTD.
05.2018 - 06.2022
Assistant Bank Manager
ICICI BANK LTD.
05.2016 - 04.2018
Bank Customer Service Representative
ICICI BANK LTD.
10.2013 - 04.2016
Bachelor of Engineering - Electronics And Communication Engineering
ANNA UNIVERSITY
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