Rathika Raman

Personable and detail-focused professional with strong aptitude for client relationship management and financial advisory. Proficient in financial product knowledge and sales techniques, combining these with exceptional problem-solving abilities. Committed to driving client satisfaction and contributing to organizational growth through tailored financial solutions.

• National Top20 Associate Award: Recognized as one of the Top20 associates in the nation for real estate loan production at Bank of America (2007).
• Divisional Award for Excellence in Small Business Cross-Sales: Awarded for outstanding cross-selling of small business payroll and treasury products (2008).
• Corporate Award of Excellence: Recognized for exceptional sales and customer service in the South Orange County market for9 consecutive quarters (2007–2009).

• Client Information Management: Proven experience in maintaining accurate and up-to-date client records in management systems.
• Client Education & Support: Expertise in explaining account services and capabilities to clients, ensuring they understand and utilize the full range of financial products.
• Administrative Support: Skilled in preparing client materials, reports, and other documents to ensure smooth operations for meetings and service requests.
• Relationship Building: Ability to foster strong relationships with clients, ensuring satisfaction and long-term loyalty.
• Financial Product Knowledge: Extensive experience in cross-selling financial products to meet client needs, contributing to sales and customer retention.
• Attention to Detail: Highly meticulous in handling client documentation, identifying discrepancies, and ensuring compliance with industry standards.
• Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Docs, CRM tools (Monday Sales), and more.

• Precision and Accuracy
• Client Relationship Management
• Effective Collaboration with Team Members
• Strong Commitment to Customer Satisfaction