Customer Service officer

Sivasankari Varadarajan

Contact:

Mobile: +91-900**-*****

Mail ID: ***********.**@*****.***

Brief Profile

Around 5+ years of experience in Banking and finance including Finance management, Insurance, mutual funds, and trading. Strong skills in Customer relationship management and team build-up. Experienced in professional financial / investment consulting. Work Experience

• Strong expertise in Life Insurance, General Insurance, Mutual Funds, Savings/Current Accounts

• In-depth knowledge in Stock Exchange activities

• Highly experienced at customer consulting / request handling

• Strong skills in team build-up as a leader and as a team player

• Proficient in team/people management

• Excellent written & verbal communication skills

• Proficient in time-saving, productivity-enhancing excel shortcuts and presentation skills Role and Responsibilities:

Assistant Manager at Axis Bank (Jun 2015 – Mar 2018) Deputy Manager at Axis Bank (Apr 2018 – Till Date) Branch Banking: Customer Service Officer

General:

• Handle day-to-day operations and transactions at branch banking

• Provide solutions to customer queries and requests by coordinating with various departments

• Plan strategically to meet the revenue target

Sales & Marketing:

• Conduct outbound marketing calls and scouts for new leads and referrals to generate business

• Responsible for sales of third-party products (Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Demat and trading account, Debit/ Credit Cards, etc. to the existing customer base

• Responsible for lead generation for Current Account and Savings Account - CASA to new customers and deepening of account balances for existing customers

• Travel to various locations as required

Customer Service & Operations:

• Responsible for timely processing of bank transactions like o Funds transfer, Cheques

o Opening of Accounts

o Reconciliation of office accounts

o Ensure timely resolution of customer queries and improving customer service levels Sivasankari Varadarajan

Compliance:

• Compliance to the Bank's rules - internal guidelines, processes, and procedures

• Responsible for improving the Internal Audit Operational Efficiency score of the branch by timely completion of assigned tasks on a continuous basis

• Protect Bank's property as per safety norms and ensuring ethical conduct in the ordinary course of business

Tools/Technologies:

• Core Banking Product– Finacle

• Office 365 packages and Libre Office

• SPSS Software

Certifications:

• Certificate examination in Life Insurance, Insurance Institute of India, June 2017

• Certificate examination in General Insurance, Insurance Institute of India, August 2015

• NISM-Series-V-A: Mutual Funds Distributors Certification Exam, NISM, June 2015

• Mobile App Analytics Fundamentals, Google Analytics, December 2014 Project/Internship Experience:

Way2Wealth Brokers Pvt Ltd. Madurai – May’14 –June’14

• The study focused on finding the varied performance levels in mutual fund growth schemes before and after the sub-prime crisis

• Selected 24 growth schemes of mutual fund and studied its performance level for the past eight years

• Analyzed using SPSS and Excel to find whether growth schemes are doing well in the mutual fund market after a crisis

• As a result, 3 growth schemes found to be performing well in the past 6 years

• Suggested the investors based on the performance of funds and to the company to create awareness among investors on mutual funds and to concentrate more on it Academic Projects:

• Collected data with the help of CMIE – PROWESS package and performed financial statement analysis for Industry analysis on Steel, Cement and Tyre industries

• Studied the production process of plastic in the R.P. Plastic manufacturing industry located nearby Madurai

Seminars/Workshops Attended:

• Attended a seminar on “Investor Protection and Empowerment” held at Gateway hotel, Madurai during the Academic year 2013 – 2014

• Participated in Marketing activity on understanding the Consumer buying pattern with Udupi products 2013 – 2014

• Participated in International Workshop held at Madurai Kamarajar University on “Leadership Development and Peace Making” during the Academic year 2011 – 2012

• Attended a workshop on “Communication Skills” held at Madura College during the Academic year 2011 – 2012

Sivasankari Varadarajan

Key Achievements:

Titles:

• GI Guru, General Insurance, October 2015

• Certified to act as a Specified Person for a Corporate Agent from 13/08/2015 to 12/08/2018 for procuring or soliciting insurance business, August 2015 Honors/Awards:

• Certificate of Appreciation on achieving LOOKING FORWARD TO MEET YOU (LI Campaign), March 2019

• Certificate of Appreciation on achieving FINAL FRONTIER (LI Campaign), February 2019

• Certificate of Appreciation on achieving IPL (Instant Personal Loan contest), September and October 2018

• Certificate of Appreciation on achieving HEALTH ON (GI Campaign), August 2018

• Certificate of Appreciation on achieving SIP KA DUM, June 2018

• Certificate of Appreciation on achieving CASA KRAze (Acquiring NTB Accounts), June 2018

• Awarded under Circle Head Club Member on achieving the JALLIKATTU (LI campaign), March 2018

• Ranked in 2nd in Top 10 CSOs on achieving targets with more than 100% in parameters in Coimbatore Circle, January 2018

• Certificate of Appreciation on achieving CASA KRAze (Acquiring NTB Accounts), June 2017

• Certificate of Appreciation on outstanding performance in STEPUP, February 2016

• Ranked 5th in Fantastic 5 Update-CSOs, Madurai Cluster, January 2016

• GI-Channelwise Prime Achiever, October 2015

• Ranked in 10th in Top 10 CSOs on achieving targets with more than 100% in all parameters, Madurai Cluster, October 2015

• Cruise in the Arabian Sea, for winning in LI Campaign, August 2015 Educational qualifications:

S.No

Educational

qualification

School/College Year of passing Percentage

1 MBA (Finance) Thiagarajar School of Management 2015 67.4% 2 B. Com Madura College 2013 73.4%

3 XII

Indira Gandhi memorial Matric. hr.

sec. school

2009 88.8%

4 X

Indira Gandhi memorial Matric. hr.

sec. school

2007 83.6%

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