Lalitha Raju
Customer Relationship Executive
Talent
SalemMember since June 25, 2026
Wealth ManagementTax FilingLife InsuranceFinancial Transactions
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Wealth ManagementTax FilingLife InsuranceFinancial Transactions
About
Results-driven wealth management professional with 5 years 3 months of experience in financial execution, tax filing, and life insurance services. Adept at handling client relationships, ensuring compliance, and streamlining operational processes. Skilled in financial documentation, customer service with a strong commitment to accuracy and efficiency.
Experience
Customer Relationship Executive - Akshaya Wealth Management Pvt Ltd - Bangalore, Karnataka
(2020-03 - 2025-06)
- Execute and manage financial transactions with precision.
- Strengthen customer relationships through proactive engagement and personalized service.
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Education
Bachelor of Business Administration - Bangalore University
Pre-University Course - MES College
High School - Smt. Gangamma Hombegowda Girls High School
Skills
Customer Relationship Executive
