Financial Services Relationship Officer
Resume:
MEGA SREE
Coimbatore, Tamil Nadu ************@*****.*** +91-709**-*****
PROFESSIONAL SUMMARY
Dynamic and client-focused Relationship Officer with 10 months of proven success in financial services. Adept at cultivating relationships, mitigating risks, and delivering data-driven financial strategies that increase customer satisfaction and portfolio performance. Seeking to leverage analytical and interpersonal skills in a growth-oriented financial institution.
EXPERIENCE
Relationship Officer
HDB Financial Services Ltd, Coimbatore (Oct 2024 - Present)
- Built and strengthened client relationships, driving a 25% increase in financial product adoption and portfolio growth.
- Partnered with internal departments to reduce loan processing turnaround by 15% through improved workflow efficiencies.
- Conducted strategic market assessments to align services with customer needs, enhancing satisfaction metrics by 10%.
- Applied proactive risk analysis techniques that reduced default rates and improved overall asset quality by 8%.
- Delivered high-touch service to corporate and individual clients to enhance retention and loyalty. EDUCATION
Bachelor of Commerce (Professional Accounting)
Suguna Arts & Science College, Coimbatore (Jan 2021 - Jan 2024) CGPA: 70.4% - First Class with Distinction
HSC (Class XII)
Kadri Mills Higher Secondary School, Coimbatore (Jan 2021) Score: 83.9%
SSLC (Class X)
Kadri Mills Higher Secondary School, Coimbatore (Jan 2019) Score: 72.6%
MEGA SREE
Coimbatore, Tamil Nadu ************@*****.*** +91-709**-***** CORE COMPETENCIES
- Financial Analysis & Reporting
- Risk Management & Compliance
- Loan & Credit Operations
- Customer Relationship Management
- MS Excel & Word (Advanced)
- Data Entry (Alpha & Numeric)
- Process Improvement & Workflow Optimization
- Excellent Verbal and Written Communication
CERTIFICATIONS & TRAINING
- Project Management Fundamentals
- Advanced Microsoft Excel
LANGUAGES
- English (Fluent)
- Tamil (Native)
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