Mahesh Dev
Individual Relationship Officer
Hire this person
Send a job offer directly to this candidate
About
To be a part of the challenging team which strives for the better growth of the organization and which explores my potential and provides me with the opportunity to enhance my talent with an intention to be an asset to the company.
Experience
Individual Relationship Officer - Idfe First Bharat - Coimbatore, Tamilnadu
(2023-02 - 2024-05)
- sales and achieve targets through the bank branches.
- To handled HNi base clients and manage their funds by investment in recommended equity products.
- Buying and selling equity based investment product to this equity portfolio.
- To generate revenue primarily through advising clients on their equity portfolio.
- To develop and maintain long term relationship with customers to maintain a high level of retention of existing customers.
Education
SSLC - NADER HIGH SCHOOL (2014-06 - 2015-05) Nanjundapuram, Coimbatore, Tamil Nadu 641036
HSS - GOVERNMENT HIGHER SECONDARY SCHOOL (2015-06 - 2017-06) Ramanathapuram, Coimbatore, Tamil Nadu 641045
BSc - Information Technology - HINDUSTHAN COLLEGE OF ARTS AND SCIENCE (2017-07 - 2020-05) Avinashi Rd, behind Nava India, Udayampalayam, Coimbatore, Tamil Nadu 641028
MSc - Information Technology - HINDUSTHAN COLLEGE OF ARTS AND SCIENCE (2021-06 - 2023-05) Avinashi Rd, behind Nava India, Udayampalayam, Coimbatore, Tamil Nadu 641028
