Lalitha Raju

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.

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.

Bachelor of Business Administration - Bangalore University

Pre-University Course - MES College

High School - Smt. Gangamma Hombegowda Girls High School