Aldrin Simon Fernandes
Caranzalem
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 10 years' experience in the banking and finance industry.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Relationship Manager
Indusind Bank ltd.
02.2024 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Manager - Customer Service Officer
AXIS BANK LTD
04.2016 - 10.2023
- Developed and maintained relationships with customers and suppliers through account development.
- 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.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Agency Manager
Samruddha Jeevan Co-operative Society Ltd.
04.2014 - 03.2016
- Worked for a multi-state co-op society promoting and sourcing term deposits.
Customer Service Executive
DCB Bank ltd.
01.2013 - 03.2014
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Investigated and resolved customer inquiries and complaints quickly.
- Described product and service details to customers to provide information on benefits and advantages.
Foreclosure Specialist
Altisource Portfolio Management (BPO)
09.2011 - 07.2012
- Worked as a specialist of loan foreclosure American BPO dealing with mortgage loans.
- Analyzed foreclosure sale bids, judgments, reinstatements and payoffs.
- Prepared all notices of default as per terms of deed of trust on mortgage.
Education
Bachelor of Commerce - Banking and Finance
S S Dempo College Of Commerce And Economics
Goa 06.2011
HSSC - Commerce - Auditing
Dempo College Miramar Goa
Goa05.2008
SSC -
Auxillium High School
Caranzalem Goa05.2006
Skills
- Product Recommendations
- Wealth management offerings
- Business relationship cultivation
- Product Knowledge
- Customer Service
- Relationship building and management
- Query resolution
- Lead Generation
- Negotiation
Languages
English
Hindi
Konkani
Portuguese
Beginner (A1)
References
References available upon request
Certification
*QFA (LIA or IOB)
Have plans to complete QFA by next year.
Hobbies
* Playing sports.
* Reading.
* Taking walks along the beach
Timeline
Relationship Manager
Indusind Bank ltd.
02.2024 - Current
Manager - Customer Service Officer
AXIS BANK LTD
04.2016 - 10.2023
Agency Manager
Samruddha Jeevan Co-operative Society Ltd.
04.2014 - 03.2016
Customer Service Executive
DCB Bank ltd.
01.2013 - 03.2014
Foreclosure Specialist
Altisource Portfolio Management (BPO)
09.2011 - 07.2012
Bachelor of Commerce - Banking and Finance
S S Dempo College Of Commerce And Economics
HSSC - Commerce - Auditing
Dempo College Miramar Goa
SSC -
Auxillium High School
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