Sethulekshmi Kaleekatharayil Shaji
Brantford,Canada
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
6
6
years of professional experience
Work History
Branch Relationship Officer
Axis Bank
11.2020 - 12.2022
- Identifying the new potential customers in the market
- Retention of distribution networks with new policies and strategies
- Performing market research for the newly launched products and generating sales
- Analyzing the competitor’s product portfolio and strategies in the market and providing input to develop new products
- Sharing of innovative ideas and customer feedback on product development
- Conduct training programs for employees and customers
- Directing and controlling the sales team to achieve the target set by the company.
Privilege Banker
ICICI Bank
05.2017 - 10.2020
- Build and maintain strong relationships with clients and understanding client needs and providing personalized financial solutions.
- Strong analytical and problem-solving skills to address client inquiries and resolve issues.
- Profiling Customers and providing financial planning & investment advice
- Managing the High Net Worth customers of the Bank.
- Motivate and handle the Team to enhance productivity and improving quality parameters to serve customer better.
- Thorough understanding of banking regulations and compliance standards.
Education
Post Graduate Diploma - Global Business Management
Conestoga College
08.2023
Master’s in Business Administration - HR & Marketing
SRM University
01.2017
Bachelor’s Degree - Electronics & Communication Science
Madras University
01.2015
Skills
- Experienced marketing professional
- Excellent communication and leadership skills
- Communication skills
- Coordination Skills
- Leadership skills
- Decision Making skills
Accomplishments
- Resolved product issue through consumer testing.
Languages
English
Native or Bilingual
Hindi
Professional Working
Malayalam
Native or Bilingual
Timeline
Branch Relationship Officer
Axis Bank
11.2020 - 12.2022
Privilege Banker
ICICI Bank
05.2017 - 10.2020
Post Graduate Diploma - Global Business Management
Conestoga College
Master’s in Business Administration - HR & Marketing
SRM University
Bachelor’s Degree - Electronics & Communication Science
Madras University
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