Surya Crush

I have experience providing detailed market analysis, strategic consulting, innovative financial solutions to a wide range of clients, including government agencies, startups, and multinationals. My expertise also extends to risk management and the development of complex economic models. For me, teamwork is synonymous with success.

Relationship Manager at Policy Bazaar (2025-02 – Present)

• Built and maintained strong relationships with key clients to drive revenue growth and achieve business objectives.
• Conducted effective risk assessment and management to minimize the risk of client churn and loss.
• Completed sales order tickets and submitted for processing of client-requested transactions.
• Prepared financial reports to monitor client and corporate finances.
• Ensured accuracy of information and conformance to governing agency regulations.
• Supplied latest securities price quotes as well as information on activities or financial positions of issuing corporations.
• Supervised support staff and ensured proper execution of contracts.

Relationship Manager at Motiilal Oswal (2023-06 – 2025-01)

• Bought and sold stocks, bonds, commodity futures and other securities on behalf of investment dealers.
• Discussed financial options with clients and kept them informed about transactions.
• Agreed on buying and selling prices at optimal levels for clients.
• Contacted prospective and current clients via telephone to provide quote and policy information.
• Customized insurance programs to suit individual customer needs.
• Built and maintained relationships with clients to support satisfaction.
• Installed bookkeeping systems and resolved system problems.
• Inspected property general condition, type of construction, age other characteristics, to assess insurance risk.
• Explained necessary requirements for customer to implement and provide group insurance program.
• Generated new business through cold calling, networking events, referrals and other marketing initiatives.

Relationship Manager at Bank Junction (2020-03 – 2023-05)

• Conducted effective risk assessment and management to minimize the risk of client churn and loss.
• Built and maintained strong relationships with key clients to drive revenue growth and achieve business objectives.
• Prepared financial reports to monitor client and corporate finances.
• Contacted prospective customers to present information and explain available services.
• Prepared and sent requests for price quotations to all companies in particular market.
• Discussed financial options with clients and kept them informed about transactions.
• Supervised support staff and ensured proper execution of contracts.
• Interviewed clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

SSLC – BANGALORE HIGHER SECONDARY SCHOOL (2017-06)

PUC – KARNATAKA STATE COUNCIL (2019-04)

Diploma – K S I T UNIVERSITY