Vinith Kumar

Finance professional with 3+ years of experience in Mutual Funds, Insurance, and Financial Services. Certified in Mutual Fund-related examinations with expertise in client servicing, documentation, and operational support. Seeking a backend operations role in the financial services industry

Relationship manager - Integrated enterprise (india) private limited

(2021-08 - 2022-12)

• Handled walk-in and existing customers professionally
• Assisted clients with Mutual Fund, Insurance, and Investment-related services
• Generated leads through customer interaction and follow-up activities

Financial planning manager - HDFC life insurance company

(2024-01 - 2025-06)

• Maintained strong customer relationships and service support
• Coordinated documentation and client onboarding processes
• Guided customers in selecting suitable financial products based on their needs

Financial consultant - Geojit financial services

(2025-09 - 2026-03)

• Ensured smooth processing of customer requests and service requirements
• Maintained accurate customer records and documentation processes
• Handled customer issue resolution with proper coordination and follow-up

SSLC - Government Hr Sec School, Sennanur (2015 - 2016)

HSC - Government Hr Sec School, Sennanur (2017 - 2018)

B.com PA - Government arts college , Thondamuthur (2018 - 2021)