Relationship Officer

Sujeesh T S

United Arab Emirates
$5000 / month
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About Candidate

LANGUAGESDECLARATIONPROFILEA motivated and adaptable professional with experience in the financial services sectorand a strong foundation in logistics and operations. Currently working with a leadingfinancial sector bank, I bring a unique combination of analytical thinking, operationalefficiency, and customer service excellence. My background enables me to understandcomplex processes, manage workflows efficiently, and contribute to performanceimprovement. I am eager to apply my cross-industry experience to roles that requireprecision, problem-solving, and strategic coordination.

Education

B
Bachelor of Business Administration Major - Logistics & Supply Chain Management
Bharathiyar University

Experiences

R
Relationship Officer 2024-06-24 - 2025-03-24
Serve Mortgage LLC

Lead & Sales Process Coordination – Manage incoming leads, maintain a structuredpipeline, and support sales teams with timely assignment and follow-ups to ensure smoothcustomer acquisition for credit cards and personal finance products.Sales Enablement & Application Support – Provide up-to-date product information, assistwith documentation and application processing, and coordinate with internal departmentsto ensure accuracy and timely closures.Team Oversight & Performance Management –Supervise sales team activities, trackperformance against targets, conduct regular check-ins, and provide training and support todrive consistent, high-quality sales execution.

S
Sales Officer 2024-06-24 - 2025-06-24
Tropoverse Financial Services

Customer Acquisition – Actively identify and engage potential credit card customersthrough referrals, cold calling, and events. Build a strong pipeline by leveraging variousoutreach channels.Product Pitching – Clearly explain the features, benefits, and terms of credit card products.Highlight key selling points like rewards, cashback, and interest rates.Sales & Support – Understand customer needs to recommend suitable credit cards. Assistwith the application process and ensure all documentation is complete and accurate.

R
Relationship Officer 2022-01-24 - 2023-08-24
Indusind Bank

OFFICEFINNACLEConsistently met and exceeded CASA acquisition targets by developing strong clientrelationships and implementing strategic sales approaches.Identified and onboarded new customers through field visits, cold calls, and marketmapping, contributing to increased branch-level CASA growth.Ensured seamless customer onboarding and KYC compliance while providing high-qualityservice, leading to strong client retention and satisfaction.

S
Sales Executive 2021-05-24 - 2022-02-24
AXIS Bank

OFFICEFINNACLEConsistently met and exceeded CASA acquisition targets by developing strong clientrelationships and implementing strategic sales approaches.Identified and onboarded new customers through field visits, cold calls, and marketmapping, contributing to increased branch-level CASA growth.Ensured seamless customer onboarding and KYC compliance while providing high-qualityservice, leading to strong client retention and satisfaction.

Skills

Patience
80%
SAP
80%
MS Office
80%
Communication
80%

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