Summary
Overview
Work History
Education
Skills
Timeline
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RIA JEBY

Richmond Hill

Summary

A highly skilled and results-driven Customer Relationship Officer with 5 years of experience in the banking industry. Proficient in managing customer relationships, identifying customer needs, and providing exceptional service. Experienced in promoting and selling financial products and services to meet customer needs. Adept at building and maintaining strong relationships with clients and colleagues

Overview

5
5
years of professional experience

Work History

Customer Relationship Officer

CSB Bank
04.2021 - 06.2022
  • Managed a portfolio of retail customers, providing personalized customer service and building strong relationships
  • Processed customer deposits, withdrawals and other financial transactions accurately and efficiently, adhering to bank procedures
  • Handled currency exchange transactions, accurately calculating rates and issuing appropriate amounts of foreign currency
  • Promoted and sold financial products and services to meet customer needs, including deposit accounts, credit cards, and personal loans
  • Conducted financial needs assessments and provided advice on financial planning and budgeting
  • Responded to customer inquiries and complaints in a timely and professional manner, ensuring customer satisfaction
  • Collaborated with cross-functional teams, including credit, compliance, and operations, to ensure that customer needs were met efficiently and effectively
  • Participated in sales and marketing activities, including business development events, seminars, and client meetings

Service Relationship Manager

Axis Bank
08.2017 - 02.2021
  • Managed a portfolio of key client accounts, serving as the primary point of contact for all service-related inquiries, escalations, and requests
  • Developed and executed strategic account plans to identify client goals and objectives, align service offerings, and drive customer satisfaction
  • Collaborated with cross-functional teams, including sales, operations, and technical support, to ensure timely and effective resolution of client issues
  • Generated sales leads by identifying upselling and cross-selling opportunities within existing client accounts
  • Prepared and delivered presentations and reports to senior management, highlighting account performance, customer feedback, and future growth opportunities
  • Conducted regular follow-ups with clients to ensure service delivery met or exceeded their expectations, resulting in a high rate of customer retention
  • Achieve individual and team targets for revenue generation and client acquisition.
  • Prepare and deliver presentations to clients on various banking products and services.
  • Handle customer complaints and inquiries in a timely and professional manner.

Education

Bachelor’s - Computer Science

Calicut University

Skills

  • Excellent customer service skills
  • Relationship building and management
  • Financial needs analysis
  • Cross-selling and upselling
  • Problem-solving and decision-making
  • Strong communication and presentation skills
  • Attention to detail
  • Proficient in MS Office and banking software CRM

Timeline

Customer Relationship Officer

CSB Bank
04.2021 - 06.2022

Service Relationship Manager

Axis Bank
08.2017 - 02.2021

Bachelor’s - Computer Science

Calicut University

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RIA JEBY