Abhilash G P

Operations Associate

Karnataka, India7 yrs 10 mos experience

Most Likely To Switch

Key Highlights

Proven track record in client relationship management.
Expertise in financial services and marketing strategies.
Strong background in trade finance and international banking.

Stackforce AI infers this person is a Fintech professional with strong expertise in client management and financial services.

Contact

Skills

Core Skills

Business DevelopmentCustomer ServiceFinanceMarketing StrategySalesFinancial AnalysisAccounts PayableBusiness AnalysisKyc VerificationMarketingFinancial Services

Other Skills

AccountingClient relationship managementCommunicationCustomer SatisfactionCustomer SupportDirect SalesGeneral InsuranceHealth InsuranceInsuranceInvestment ManagementLife InsuranceMarket ResearchMortgageMutual FundsProcure-to-Pay

About

Currently working as an Deputy Manager, at Angel One. With over several years of experience in Financial Services, I have expertise in Marketing, Trade Finance and International Banking Operations. Worked in various roles like Risk Analysis/Portfolio Management, Regulatory Reporting & Client relationship management with good knowledge of Foreign Exchange market, Mutual Funds products, General Insurance Products (Life) etc. My current role involves managing the relationship of new and existing clients across geographies

Experience

Angel one

Branch Manager

May 2024 – Present · 1 yr 10 mos · Bengaluru, Karnataka, India · On-site

Acquisition of preferably existing & potential new
Sub-broker / Franchise / IFA / channel partners.
Handhold & work closely with the Sub broker / Franchise / IFA / channel partners to ensure scale up, retention & transactions while ensuring addition of new clients through various initiatives.
Deliver outstanding customer service in terms of pre sales and post service.
Identify opportunities in line with business objectives & work towards meeting them.

StrategyBusiness DevelopmentCommunicationCustomer ServiceClient relationship management

Kotak mahindra bank

Assistant Manager

Apr 2023 – May 2024 · 1 yr 1 mo · Bengaluru, Karnataka, India · On-site

Acquiring new accounts (Current and Savings) from branch catchment area.
Quality sourcing of salary accounts from corporates. Activate Accounts opened, UPI Linkage, MO Balance, Savings balance and increase wallet share of our banking products includes Insurance,
Mortgages, UL, SIP, MF etc. & manage the portfolio.
Participate in corporate induction and migration events around the catchment area. Build strong
relationship with internal teams to leverage existing relationships from SME. Conduct low-cost
micro marketing activities around catchment areas for lead generation.

FinanceMarketing StrategyAccountingCustomer Satisfaction

Hdfc bank

Sales Associate

Jul 2021 – Apr 2023 · 1 yr 9 mos · Bengaluru, Karnataka, India · On-site

To help the customer in completing the documentation & application formalities.
To ensure strict adherence to Know Your Customer (KYC).
Account opening formalities are completed in his/her presence.
To verify the authenticity of the documents & identity of the customers.

MarketingFinancial ServicesSalesCustomer SupportCustomer Service

Ibm

Finance and Administration Business Analyst

Mar 2020 – Jul 2021 · 1 yr 4 mos · Bengaluru, Karnataka, India · On-site

Efficiency process vendor Invoices.
Verifying details of transactions, including funds available and also verifies the transaction
amount and the calculated amount.
Maintain organized vendor files and vendor information.
Research and Resolve the all vendor queries or issues.
Using DIP (Discrepancy in pricing) for Unit price correction in ERP.

Accounts PayableFinancial AnalysisProcure-to-Pay

Fidelity national financial

Business Analyst

Apr 2019 – Mar 2020 · 11 mos · Bengaluru, Karnataka, India · On-site

Identify negative hits and reporting to clients for further action from customer relevant document.
Ensuring all the Background Verification done on the assigned Orders/Files.
Worked on New process transition and trained whole team on the same.
Worked on various EOD and BOD report on daily bases.

Business AnalysisKYC VerificationMortgageTitle Searches

Sharekhan

Sales Executive

Apr 2018 – Mar 2019 · 11 mos · Bengaluru, Karnataka, India · On-site

Calls on potential business and crates an effective pipeline of potential contacts.
Generates new business through social networks.
Maintains existing client relationships by providing on-going consultation.
Giving advice to customer about all type of account and share related queries.

MarketingFinancial ServicesFinanceMarketing Strategy