Keerthana Murugan
Associate
Summary
A Relationship Manager with over 8+ months of experience in client portfolio management, financial analysis, and risk assessment. Proven track record of enhancing client satisfaction, managing high-net-worth accounts, and driving revenue growth. Adept at analyzing financial statements, ensuring regulatory compliance, and providing tailored financial solutions. Eager to leverage financial expertise and client management experience to contribute effectively as an Associate in the accounting department.
Overview
1
1
year of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Relationship Manager
HDFC Bank
01.2024 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Client Portfolio Growth- Successfully managed portfolio of high-net-worth clients, achieving 20% growth in assets under management over two years.
Education
Bachelor of Arts - Commerce
Bharathiar University
Tirupur, India 06.2020 - 05.2023
Skills
Fast learner
Time management
Relationship Management
Team Leadership
Account Management
Excellent Communication
Certification
Completed NISM-Series V-A; Mutual Fund Distributors Certification Examination
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Proud to have conquered The IRDAI exam, marking a Significant milestone in my professional journey.
- Revenue Generation Exceeded quarterly sales targets by 20% consistently through cross-selling and upselling of financial products
Languages
English
Upper intermediate (B2)
Tamil
Bilingual or Proficient (C2)
Hindi
Elementary (A2)
Declaration
I Hear by declare that the above statement was true and correct to the best of my knowledge
Timeline
Completed NISM-Series V-A; Mutual Fund Distributors Certification Examination
06-2024
Relationship Manager
HDFC Bank
01.2024 - Current
Completed IRDAI examination to enhance my financial knowledge
01-2024
Bachelor of Arts - Commerce
Bharathiar University
06.2020 - 05.2023
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Vignesh HanglurVignesh Hanglur
Deputy Manager at HDFC LTD/ HDFC BANK LTDDeputy Manager at HDFC LTD/ HDFC BANK LTD
Ramesh GollaRamesh Golla
Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)